Summary
Overview
Work History
Education
Skills
Timeline
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Josonh Mcneil

Citrus Heights

Summary

Dynamic Tax Preparer at Ceaser & Associates, skilled in financial analysis and data organization. Successfully advised clients on tax strategies, enhancing refunds and minimizing liabilities. Proven team collaborator with a knack for project management, ensuring timely submissions and meticulous record-keeping. Committed to maintaining high standards and fostering a productive work environment.

Overview

3
3
years of professional experience

Work History

Tax Preparer

Ceaser & Associates Financial Firm
Sacramento
11.2024 - 04.2025
  • Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
  • Created spreadsheets detailing income sources, deductions, credits, estimated payments.
  • Advised clients on the best strategies for filing their taxes efficiently and legally.
  • Organized paperwork for efficient review by senior staff members.
  • Maintained accurate records of all client transactions and filings.
  • Ensured that all applicable deadlines were met when submitting documents.

Graphics and Video Editing

Real Assist Consulting
Sacramento
09.2023 - 02.2024
  • Maintained updated knowledge through continuing education and advanced training.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Operated equipment and machinery according to safety guidelines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Worked effectively in team environments to make the workplace more productive.

Contractor Apprentice

Beekman Enterprises
Pollock Pines
06.2022 - 03.2023
  • Operated power tools such as drills, saws, sanders, grinders. safely and accurately.
  • Cleaned up worksites after completion of job duties each day before leaving premises.
  • Performed minor repairs to damaged walls, floors, ceilings. as necessary.
  • Maintained a clean and safe work environment at all times.
  • Measured and cut lumber for framing according to blueprints provided by supervisors.
  • Ensured that all jobs were completed in accordance with established procedures and standards of quality.
  • Provided labor support to experienced contractors on various construction projects.

Education

High School Diploma -

Roseville Adult School
Roseville, CA
05-2025

Skills

  • Data organization
  • Project management
  • Team collaboration
  • Effective communication
  • Financial analysis
  • Equipment maintenance
  • Time management

Timeline

Tax Preparer

Ceaser & Associates Financial Firm
11.2024 - 04.2025

Graphics and Video Editing

Real Assist Consulting
09.2023 - 02.2024

Contractor Apprentice

Beekman Enterprises
06.2022 - 03.2023

High School Diploma -

Roseville Adult School

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Josonh Mcneil