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, UT01-2022
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
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