Martrise Caldwell
JDA TSG
Chicago,IL
10
years of professional experience
Professional with comprehensive knowledge of tax regulations and compliance. Expertise in preparing and reviewing tax returns, conducting tax research, and advising on tax strategies. Strong focus on collaboration and delivering results, adaptable to evolving requirements. Known for analytical thinking, problem-solving skills, and maintaining high ethical standards.
Work History
Tax Associate
3 Months- Prepared and reviewed federal and state tax returns for individuals and corporations.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Store Manager/Senior Tax Specialist
6 Years 7 Months- Developed and implemented operational strategies to enhance productivity and efficiency.
- Mentored team members, fostering professional development and enhancing overall team performance.
- Analyzed performance metrics to identify areas for improvement and implement corrective actions.
- Oversaw budget management, maintaining cost controls while achieving operational objectives.
- Prepared detailed tax returns for diverse client portfolios, ensuring accuracy and completeness.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Accounting Specialist
3 Months- Process journal entries and reconciliation
- Handle accounts receivable checks, researching, scanning deposits, and processing customer credit card payments
- Support accounts payable team with indexing, coding, cash posting and adjustments.
Sr Accounting Specialist
7 Months- Perform processing and auditing functions in an effective, timely, and accurate manner
- Review incoming documentation and support for accuracy and completeness
- Provide excellent service to all inquiries from branches, internal departments and external vendors or agencies
- Use Microsoft excel to sort and load general ledger entries.
Accounting Specialist 3
1 Year 7 Months- Reconciles and maintain various accounts and ledgers including accounts payable vouchers, vendor invoices expense, reimbursements ledgers, statements billings and/or other accounting documents.
- Ensures accuracy completeness and timeliness of transactions processed.
- Conducts research on discrepancies and makes appropriate corrections or adjustments.
- Responds to and resolves inquiries
- Posts and verifies data.
Senior Client Service Associate
1 Year 5 Months- Accurately verified new account openings, using extensive list of resources.
- Approved significant monetary transfers and trades in an effort to prevent fraud.
- Worked directly with money managers to institute a uniform return mail policy in order to minimize exposure to regulatory penalties
Support Analyst
4 Months- Independently handled incoming calls while updating their information in the computer using Netsuite
- Handled customer problems and concerns and offered solutions
Education
Certificate of Completion - Sr Tax Specialist
Associate of Applied Science - Business Management
- Received several "Academic Achievement Awards" while at Brown Mackie College
- GPA: 3.4 G.P.A.
Skills
Windows Vista
Windows XP
Mac
Access
Excel
PowerPoint
Word
QuickBooks
Internet
Types 55 WPM and excellent 10 key calculator skills
Summary of Qualifications
- Knowledge of office practices and procedures
- Professional demeanor and strong attention to detail
- Great math skills and enjoys working with numbers
- Proven ability to prioritize and handle multiple tasks in a challenging environment
- Excellent people skills and thrives on helping to solve problems
Timeline
Tax Associate
JDA TSG
01.2026 - 04.2026Read More
Accounting Specialist
PEG Staffing
10.2023 - 01.2024Read More
Sr Accounting Specialist
Stone Resource
09.2022 - 04.2023Read More
Accounting Specialist 3
NetEffects
09.2019 - 04.2021Read More
Store Manager/Senior Tax Specialist
H & R Block
12.2018 - 07.2025Read More
Senior Client Service Associate
First Bank
02.2017 - 07.2018Read More
Support Analyst
Retail Technology Group
10.2016 - 02.2017Read More
Brown Mackie College
Associate of Applied Science from Business Management
Read More
H & R Block Academy
Certificate of Completion from Sr Tax Specialist
Read More