Jyl Lively
Murrieta,CA
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care. Highly effective in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.
Overview
29
29
years of professional experience
Work History
SALT State and Local Tax Associate
Aprio
11.2021 - 04.2024
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Identified customer needs and wants to enhance customer experiences and boost sales.
- Registrations for sales, secretary of state, payroll, workers comp., unemployment, paid family leave, local, corporate and franchise taxes, dissolutions and 1099 filings.
- Worked varied hours to meet seasonal and business needs.
- Maintained relationships with customers to maximize sales opportunities.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Researched complex tax issues to ensure accurate reporting and compliance with federal and state regulations.
- Ensured adherence to strict deadlines by efficiently managing workload and prioritizing tasks accordingly.
- Handled sensitive financial information discreetly while maintaining strict confidentiality at all times.
- Provided timely responses to client inquiries, demonstrating a commitment to exceptional customer service.
Office Manager
Darlington
03.2004 - 04.2007
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Coordinated special projects and managed schedules.
- Managed daily organization and processing of invoices and financial statements.
- Utilized exemplary communication and interpersonal talents to cultivate valuable and influential relationships with various company personal, customers and corporate partners.
- oversaw and monitored travel and international insurance for over a hundred and twenty overseas contractors,
- Assessed accounting accuracy, performing daily cash functions, including A/P and A/R tracking, budgeting, credit card and petty cash reconciliations.
Accounting Manager
Midway Home Entertainment
09.1999 - 01.2003
- Managed banking reconciliations and monthly balance sheet statements.
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow.
- Reported and sent monthly reports to our corporate Dallas office, and traveled to the office quarterly to report on accounts.
- Reconciled expenses and accounts, including company credit cards and expense accounts.
- Communicated with vendors and clients t facilitate timely payments and reduce outstanding accounts receivable.
- Coded invoices and other records to maintain organized and accurate records.
- Evaluated expense reports for accuracy and adherence to company policies.
Guest Relations Special Events
Walt Disney World Parks And Resorts
09.1995 - 03.1999
- Opened Animal Kingdom Park as a Guest Relations initial team member with two months in park training before opening.
- Tracked and analyzed guest complaints, satisfaction and park attendance and reported to park operations managers.
- Member of the DSA or Disney Special Activities Team, as a personal tour guide fo celebrities and international dignitaries.
- Coordinated VIP guest stays with Orlando Police and the Secret Service.
- Epcot Special Events Manager for weddings, and cooperate conventions.
- Managed multiple simultaneous events at Epcot and oversaw a team of 20-30 guides for daily events.
- Oversaw events schedule and confirmation of catering menu.
- DSA Specialist for film premiers for Mulan and Armageddon.
Education
Bachelor of Arts - History/Accounting
The University of Arizona Global Campus
Arizona 06.2025
High School Diploma -
Glendbard South High School
Glen Ellyn, IL06.1993
Skills
- Customer Service
- Time Management
- Attention to Detail
- Computer Skills
- MS Office
- Data Entry
- Quick Books
- Xero
- Karbon
- Airtable
- Team Supervision
- Exceeding Customer Expectations
Timeline
SALT State and Local Tax Associate
Aprio
11.2021 - 04.2024
Office Manager
Darlington
03.2004 - 04.2007
Accounting Manager
Midway Home Entertainment
09.1999 - 01.2003
Guest Relations Special Events
Walt Disney World Parks And Resorts
09.1995 - 03.1999
Bachelor of Arts - History/Accounting
The University of Arizona Global Campus
High School Diploma -
Glendbard South High School
Similar Profiles
Maja ThurmanMaja Thurman
Resource Manager at AprioResource Manager at Aprio
Zivile BoeseZivile Boese
Senior Tax Associate at AprioSenior Tax Associate at Aprio
Deborah SchalmDeborah Schalm
Segment Growth Leader- Technology at AprioSegment Growth Leader- Technology at Aprio