Summary
Overview
Work History
Education
Skills
Timeline
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JESSICA SERVIN

Norwalk,CA

Summary

Motivated Tax Preparer with 6 years of experience running operations and building clientele for tax services company. Expert in preparation of state and federal tax returns for individuals. Client-oriented with dedication to uncovering unclaimed deductions and maximizing tax refunds.

Overview

15
15
years of professional experience

Work History

Tax Preparer

Downey Tax Company
Downey, CA
10.2015 - Current
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Member Service Representative

CareMore
Cerritos, CA
09.2010 - 08.2014
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.

Junior Escrow Officer

Millennium Escrow
Downey, CA
04.2002 - 12.2006
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Compiled closing packages for drafting and presentation accuracy.

Education

Associate of Science -

American Career College
Anaheim, CA
05.2010

High School Diploma -

Paramount High School
Paramount, CA
06.2001

Skills

  • Intuit QuickBooks
  • Adjustments and Deductions
  • Deductible Expense Identification
  • Tax Computation
  • Individual Tax Returns
  • Individual Returns Preparation
  • Due Diligence

Timeline

Tax Preparer

Downey Tax Company
10.2015 - Current

Member Service Representative

CareMore
09.2010 - 08.2014

Junior Escrow Officer

Millennium Escrow
04.2002 - 12.2006

Associate of Science -

American Career College

High School Diploma -

Paramount High School

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JESSICA SERVIN