Summary
Overview
Work History
Education
Skills
Timeline
Generic

LINDA WELLS

Cleveland,OH

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

Work History

CDL Program Clerk

AARP Tri-C Innovation Center
2023 - 2024
  • Answer main telephone calls and two extensions
  • Send CDL program packages to clients
  • Help coordinate day to day operations
  • Work with management to implement communication priorities
  • Contribute to continue team effectiveness.
  • Prepared detailed reports for management regarding participant progress or feedback insights that could inform future iterations of programming design.

Tax Preparer

Liberty Tax Services
2014 - 2014
  • Inform clients of tax preparation process
  • Collect relevant financial records
  • Compare and input collected data to tax returns
  • Use applicable federal, state and local tax laws.
  • Reduced errors through meticulous review of financial documents and double-checking calculations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Increased client satisfaction by providing accurate and timely tax preparation services.

Office Assistant

Your Building Maintenance
2011 - 2013
  • Screen and prep new employees for hire/create employee IDs
  • Distribute payroll checks, request and prepare bid proposals/insurance requests.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Reviewed files, records and other documents to obtain information to respond to requests.

Factory Press Operator

Park Ohio Products
2010 - 2011
  • Operate steam press-heated machines to make rubber car products.
  • Upheld high standards of cleanliness throughout the workspace, adhering to established guidelines for equipment care and maintenance procedures.
  • Developed and maintained courteous and effective working relationships.

Tax Preparer

Jackson Hewitt Tax Services
2005 - 2007
  • Representative for clients filing tax returns
  • Build customer relations to promote and expand the tax business
  • Gather information to verify tax return accuracy
  • Interact with customer/client.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Analyzed financial records to verify accuracy of tax returns.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.

Tax Preparer

Liberty Tax Services
2002 - 2004
  • Submit tax forms on behalf of clients
  • Interview clients for income and expense validity
  • Audit client accounts for accuracy
  • Liaison between clients and the IRS
  • Back office supervisor: IRS Report, compliance and submission.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Analyzed financial records to verify accuracy of tax returns.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.

Accountant

Ameritemps Accounting Service
1997 - 2001
  • Allocation of rent collected from customer tenants
  • Adjusted journal entries
  • Payroll prep and tax distribution
  • Bank reconciliation
  • Petty cash balance replenishment
  • Inventory Examination and Management.

Sr. Accountant

Detriot Water and Sewer Division
1996 - 1997
  • Reconcile purchase order to accounts payable – prepare adjusting entries
  • Prepare financial statements
  • Travel reimbursements/construction draw loans
  • Bank statement reconciliations.
  • Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
  • Reviewed documents and accounts for discrepancies and resolved variances.

Assistant Auditor II

State Auditors Office
1988 - 1995
  • GAAP financial statements compliance
  • Bank statement reconciliation
  • Petty cash fund balance
  • Extensive travel to Ohio 9 counties
  • Research and analyze state laws, rules and regulations
  • Determine entities level of compliance
  • Assess strengths and weaknesses of organizational finances
  • Make recommendations for changes
  • Prepare annual statements.
  • Evaluated program objectives and procedures and applicable regulations to perform thorough and complete audit.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Created thorough audit reports with results, recommendations and conclusions.

Stay-in-School Intern

Anthony J Celebrezze
1986 - 1987
  • Prepare accounts payables
  • Purchase order vouchers and adjustments
  • Schedule calendar for management trips
  • Travel reimbursements
  • Order payroll checks – U.S
  • Military.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.

Bookkeeper

ALTYPE Tax & Bookkeeping
1977 - 1981
  • Prepared income statement
  • Balance sheet entries
  • Accounts receivable/payable
  • Bank reconciliation.

Education

Bachelor of Science Accounting -

Chancellor University
Cleveland OH

Master Curriculum and Instruction Intervention Specialist -

Cleveland State University
Cleveland, OH

Skills

  • Certified Government Finance Officer
  • Filing System Management
  • Certified Financial Planner
  • Tax Compliance
  • Accounting Support
  • Financial statement review
  • Regulatory Compliance
  • Relationship Building
  • Client Account Management
  • State Tax Regulations
  • Tax Law Compliance
  • Individual Taxation
  • Certified Accounts Payable Practitioner
  • Income Tax Preparation
  • Accounting and Finance

Timeline

CDL Program Clerk

AARP Tri-C Innovation Center
2023 - 2024

Tax Preparer

Liberty Tax Services
2014 - 2014

Office Assistant

Your Building Maintenance
2011 - 2013

Factory Press Operator

Park Ohio Products
2010 - 2011

Tax Preparer

Jackson Hewitt Tax Services
2005 - 2007

Tax Preparer

Liberty Tax Services
2002 - 2004

Accountant

Ameritemps Accounting Service
1997 - 2001

Sr. Accountant

Detriot Water and Sewer Division
1996 - 1997

Assistant Auditor II

State Auditors Office
1988 - 1995

Stay-in-School Intern

Anthony J Celebrezze
1986 - 1987

Bookkeeper

ALTYPE Tax & Bookkeeping
1977 - 1981

Bachelor of Science Accounting -

Chancellor University

Master Curriculum and Instruction Intervention Specialist -

Cleveland State University

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LINDA WELLS