Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Martha Matheus

Kissimmee

Summary

A seasoned Professional Tax Preparer from Jackson Hewitt, I excel in client confidentiality and state tax regulations, ensuring maximum refunds and compliance. My expertise in QuickBooks and exceptional client communication have solidified long-term relationships and expanded our clientele, significantly enhancing thefirm reputation and client satisfaction.

Overview

4
4
years of professional experience

Work History

Professional Tax Preparer

Jackson Hewitt
10.2020 - 05.2024


  • Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
  • Ensured error-free calculations by conducting rigorous reviews before submitting completed forms.
  • Implemented efficient record-keeping systems that improved accuracy and accessibility of clients'' financial information during the tax preparation process.
  • Mentored junior tax preparers, contributing to their professional growth and success within the firm.
  • Maximized client refunds with diligent identification of applicable deductions and credits.
  • Served as a trusted advisor for small business owners, guiding them on various aspects of taxation including payroll taxes, sales taxes, and quarterly payments.
  • Handled complex multi-state tax filings for individuals and businesses to achieve maximum savings on state taxes.
  • Expanded business clientele through positive word-of-mouth referrals from satisfied customers.
  • QuickBooks & Excel Proficiency.
  • Prepared a variety of tax returns, including Forms 1040, 1120S, and 1065, ensuring accuracy and compliance with federal and state tax laws.
  • Instructed new and returning tax preparers on tax filing processes, software use, and customer service best practices.
  • Managed and trained staff on tax-related procedures, ensuring high-quality performance and customer satisfaction.
  • Led the store operations, including opening and closing procedures, and managed daily accounting and reconciliation of accounts.
  • Scheduled and supervised staff, ensuring adequate coverage during peak tax season.
  • Provided bookkeeping services for three small businesses, using QuickBooks and Excel for accurate financial tracking.
  • Managed accounts payable/receivable, performed reconciliations on general ledger accounts, and ensured accurate financial reporting.
  • Prepared financial statements in accordance with GAAP, offering insight and recommendations for improving financial performance.
  • Applied accounting principles to evaluate financial statements, helping business owners make informed decisions.
  • Conducted financial analysis and asset management, providing recommendations for improving cash flow and profitability.
  • Closed and balanced accounts at the end of each day, ensuring accuracy and resolving discrepancies.
  • Implemented strategies for maximizing sales and improving store performance during peak tax season.
  • Trained staff on tax filing processes, software applications, and customer interactions.


Education

No Degree - Basic Accounting

Ensign Business College
Salt Lake City, UT
01-2022

Skills

  • Client confidentiality
  • State tax regulations
  • Payroll management
  • Cash flow management
  • Continuing education
  • Tax software proficiency
  • Tax credits and deductions
  • Local, state, and federal tax returns
  • Client communication
  • Verbal/written communication
  • Financial statement review
  • Payroll processing

Languages

Spanish
Native or Bilingual

Timeline

Professional Tax Preparer

Jackson Hewitt
10.2020 - 05.2024

No Degree - Basic Accounting

Ensign Business College
Martha Matheus