LESLIE JACKSON
Roslyn,PA
Summary
Dynamic Tax Manager with expertise in tax compliance and process improvement at Tax Time Tax Service. Proven track record in developing strategies that enhance client financial outcomes while leading a team to achieve high standards. Skilled in tax law interpretation and fostering effective communication, ensuring accuracy and efficiency in all operations.
Overview
19
19
years of professional experience
Work History
Tax Manager
Tax Time Tax Service
PHILADELPHIA PA
12.2009 - Current
- Administered tax compliance operations, maintaining strict adherence to regulations and ensuring accuracy in reporting.
- Developed and implemented tax strategies to optimize client financial outcomes.
- Supervised a team of tax professionals, providing training and mentorship for skill development.
- Evaluated intricate tax returns, integrating quality assurance practices to improve overall review processes and maintain high standards.
- Directed daily activities related to tax preparation and filing, optimizing workflow and accuracy.
- Implemented efficiency improvements in client onboarding and document management systems.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.'
Mortgage Loan Closer
PHH Mortgage Services/ Source One
Mount Laurel, NJ
11.2009 - 03.2015
- Analyzed and validated loan documentation, safeguarding compliance with applicable regulations and organizational guidelines.
- Oversaw synchronization of closing timelines with borrowers, agents, and lenders to promote efficient transaction completion.
- Facilitated accurate preparation of closing disclosures and settlement statements to support compliance with loan agreements.
- Facilitated effective communication with clients to address discrepancies and provide clarity on mortgage loan inquiries..
Mortgage Loan Processor
Wells Fargo Home Mortgage
Chester, PA
01.2007 - 11.2009
- Process mortgage applications efficiently, ensuring compliance with regulatory requirements and internal policies.
- Review loan documentation for accuracy and completeness to facilitate timely underwriting decisions.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Maintained an active loan pipeline with an average of 70 loan per month
Education
Some College (No Degree) - Business Administration And Management
Bethune-Cookman University
Daytona Beach, FLSkills
- Tax advisory services
- Tax process improvement
- Tax law interpretation
- Tax compliance expertise
- Detail-oriented
- Client engagement and assistance
- Pipeline management
Timeline
Tax Manager
Tax Time Tax Service
12.2009 - Current
Mortgage Loan Closer
PHH Mortgage Services/ Source One
11.2009 - 03.2015
Mortgage Loan Processor
Wells Fargo Home Mortgage
01.2007 - 11.2009
Some College (No Degree) - Business Administration And Management
Bethune-Cookman University