Jacquelyn Tolbert
Fairfield,CA
Summary
Experienced professional specializing in various returns. Meticulous in completing documentation according to guidelines. Technologically savvy with excellent communication skills and professional demeanor.
Overview
13
13
years of professional experience
Work History
Tax Preparer
TurboTax
Fairfield
01.2024 - Current
- Compiled data from clients to accurately complete tax forms.
- Prepared and reviewed tax returns for individuals, including sole proprietorship, rental properties
- Researched federal, state, and local laws to ensure compliance with regulations.
Dream Team Care Lead
The Building Christian Fellowship,Fairfieldalifornia
Suisun
01.2022 - Current
- Facilitated connection between new volunteers and Dream Team Leaders
- Assists in guiding teams toward achieving adequate staffing levels
- Supports sustainable well-being practices among leaders
Accountant
The Building Christian Fellowship,Fairfieldalifornia
Suisun
01.2017 - Current
- Analyzed financial data to identify discrepancies or trends.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Developed accurate budget forecasts and monitored actual performance against budgets.
Tax Preparer
H&r Block
Suisun
12.2015 - 12.2021
- Prepared and reviewed tax returns for individuals
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Provided guidance on financial decisions related to taxes.
Tax Preparer
H&r Block
Tucson, AZ
12.2011 - 06.2016
- Prepared and reviewed tax returns for individuals
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Education
MBA -
Webster University
Kansas City, MO12-2000
Bachelor of Science - Business Accountancy
University of Missouri
Columbia, MO05-1994
Skills
- Trust returns processing
- Bookkeeping
- Benefits documentation
- Data Gathering
- Documentation filing
- Individual returns preparation
Timeline
Tax Preparer
TurboTax
01.2024 - Current
Dream Team Care Lead
The Building Christian Fellowship,Fairfieldalifornia
01.2022 - Current
Accountant
The Building Christian Fellowship,Fairfieldalifornia
01.2017 - Current
Tax Preparer
H&r Block
12.2015 - 12.2021
Tax Preparer
H&r Block
12.2011 - 06.2016
MBA -
Webster University
Bachelor of Science - Business Accountancy
University of Missouri