JUDY RENEE Swier
TERRELL,TX,TX
Summary
Detail-oriented Tax Preparer with 3+ 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
4
4
years of professional experience
Work History
AFSP Certified Tax Preparer
Loyalty Taxes & Financial Services
2020.01 - 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.
- 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.
STORE MANGER
SPENCERS GIFTS
2023.07 - 2023.11
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Rotated merchandise and displays to feature new products and promotions.
- Completed point of sale opening and closing procedures.
STORE MANAGER
Spencer's Gifts
2022.08 - 2022.11
- 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 MANGER
SPENCERS GIFTS
2021.08 - 2021.11
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Assistant Store Manager
Spencer's Gifts
2020.08 - 2020.11
- 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.
- Rotated merchandise and displays to feature new products and promotions.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
SERVER/Cook's Assistant
Waffle House Restaurant
2020.03 - 2020.10
- Served food and beverages promptly with focused attention to customer needs.
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Education
GED -
Strayer University
Washington, DC05.2026
ACCOUNTING CERTIFICATE - ACCOUNTING
Trinity Valley Community College
Athens, TX08.2023
Skills
- Tax Liability Management
- Financial Management
- Payroll Familiarity
- Income Tax Preparation
Timeline
STORE MANGER
SPENCERS GIFTS
2023.07 - 2023.11
STORE MANAGER
Spencer's Gifts
2022.08 - 2022.11
ASSISTANT STORE MANGER
SPENCERS GIFTS
2021.08 - 2021.11
Assistant Store Manager
Spencer's Gifts
2020.08 - 2020.11
SERVER/Cook's Assistant
Waffle House Restaurant
2020.03 - 2020.10
AFSP Certified Tax Preparer
Loyalty Taxes & Financial Services
2020.01 - Current
GED -
Strayer University
ACCOUNTING CERTIFICATE - ACCOUNTING
Trinity Valley Community College
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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