Summary
Overview
Work History
Education
Skills
Timeline
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Jodi Shropshire

LaFayette

Summary

Detail-oriented Tax Preparer 20+ years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

24
24
years of professional experience

Work History

Tax Associate

Intuit
01.2023 - Current
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.

Administrator

The Lawrence Group
08.2019 - Current
  • Completed accurate daily report documents, memos and invoices.
  • Recorded expenses and maintained accounting records.
  • Scheduled appointments and conducted follow-up calls to clients.

Franchisee

Liberty Tax Service
09.2015 - 10.2020
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
  • Oversaw team of 20 tax professionals handling up to 1000 clients per year.

Manager

Liberty Tax Service
01.2013 - 09.2015
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.
  • Oversaw team of 10 tax professionals handling up to 700 returns per year.

Income Tax Preparer

H&R Block
01.2000 - 04.2010
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Education

High School Diploma -

LaFayette High School
LaFayette, GA
05.1998

Skills

  • Individual Tax Returns
  • Business Management Principles
  • Courteous with Strong Service Mindset
  • Upbeat and Positive Personality
  • Data Entry and Maintenance
  • Understanding Customer Needs
  • Tax Software
  • Building Customer Trust and Loyalty
  • Efficient and Detail-Oriented
  • 10-Key Calculator

Timeline

Tax Associate

Intuit
01.2023 - Current

Administrator

The Lawrence Group
08.2019 - Current

Franchisee

Liberty Tax Service
09.2015 - 10.2020

Manager

Liberty Tax Service
01.2013 - 09.2015

Income Tax Preparer

H&R Block
01.2000 - 04.2010

High School Diploma -

LaFayette High School

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Jodi Shropshire