Years of Financial and Management
JUDY RENEE Swier
TERRELL,TX,TX
Overview
3
3
Work History
AFSP Certified Tax Preparer
Loyalty Taxes & Financial Services
01.2020 - Current
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Researched complex tax issues utilizing online resources and professional tax software.
STORE MANAGER
Spencer's Gifts
08.2022 - 11.2022
- Raised property accuracy and accountability by creating new automated tracking method.
- Reported issues to higher management with great detail.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Trained and guided team members to maintain high productivity and performance metrics.
Assistant Store Manager
Spencer's Gifts
08.2020 - 11.2021
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Education
ACCOUNTING CERTIFICATE - ACCOUNTING
Trinity Valley Community College
Athens, TX08.2023
Skills
- Tax Liability Management
- Financial Management
- Payroll Familiarity
Timeline
STORE MANAGER
Spencer's Gifts
08.2022 - 11.2022
Assistant Store Manager
Spencer's Gifts
08.2020 - 11.2021
AFSP Certified Tax Preparer
Loyalty Taxes & Financial Services
01.2020 - Current
ACCOUNTING CERTIFICATE - ACCOUNTING
Trinity Valley Community College