Nicole Ann Jeffrey
Livermore,CA
Summary
Highly skilled detailed-oriented tax preparer with expertise in compliance, planning and research.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
28
28
years of professional experience
1
1
Certification
Work History
SUPERVISING SENIOR
Armanino LLP
09.2014 - Current
- Responsibilities included: Financial Statement audit, review, and compilations. Strategic Analysis and Analytical review of clients Financial Statements. Preparation of Business, Fiduciary and Individual tax returns including significant client interaction.
SOLE PROPRIETOR
Jeffrey Tax Solutions
09.2009 - Current
- Responsibilities include: Financial Statement compilations. Strategic Analysis and Analytical review of clients Financial Statements. Preparation of Business, Fiduciary and Individual tax returns including significant client interaction.
SUPERVISING SENIOR
Bregante + Company LLP
09.2008 - 09.2009
- Responsibilities include: Financial Statement audit, review, and compilations. Strategic Analysis and Analytical review of clients Financial Statements. Preparation of Business, Fiduciary and Individual tax returns including significant client interaction.
SENIOR STAFF ACCOUNTANT
Abbot, Stringham & Lynch
01.2003 - 09.2008
- Responsibilities included: Financial Statement audit, review, and compilations. Strategic Analysis and Analytical review of clients Financial Statements. Preparation of Business, Fiduciary and Individual tax returns including significant client interaction.
SENIOR STAFF ACCOUNTANT
Sensiba LLP (formerly Ireland San Filippo LLP)
12.1997 - 11.2001
- Responsibilities included: Financial Statement audit, review, and compilations. Strategic Analysis and Analytical review of clients Financial Statements. Preparation of Business, Fiduciary and Individual tax returns including significant client interaction.
Education
Masters of Science - Taxation
California State University, Hayward
Hayward, CA01.2002
Bachelor of Science - Business Administration with Emphasis in Accounting
California State University, Hayward
Hayward, CA01.1995
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Dependable and responsible
Certification
Certified Public Accountant - California [Jan 2006]
Timeline
SUPERVISING SENIOR
Armanino LLP
09.2014 - Current
SOLE PROPRIETOR
Jeffrey Tax Solutions
09.2009 - Current
SUPERVISING SENIOR
Bregante + Company LLP
09.2008 - 09.2009
SENIOR STAFF ACCOUNTANT
Abbot, Stringham & Lynch
01.2003 - 09.2008
SENIOR STAFF ACCOUNTANT
Sensiba LLP (formerly Ireland San Filippo LLP)
12.1997 - 11.2001
Bachelor of Science - Business Administration with Emphasis in Accounting
California State University, Hayward
Masters of Science - Taxation
California State University, Hayward
Similar Profiles
Laila SedkyLaila Sedky
Tax Associate at Armanino LLPTax Associate at Armanino LLP
Vanessa WindsorVanessa Windsor
Workday HCM Senior Payroll Manager at Armanino LLPWorkday HCM Senior Payroll Manager at Armanino LLP
Eugene SungEugene Sung
Tax Partner at Armanino LLPTax Partner at Armanino LLP
Kenny LeKenny Le
Cashier/Head Waiter at Saigon CafeCashier/Head Waiter at Saigon Cafe
JONATHAN MILLANJONATHAN MILLAN
Front of House Employee at Sonics Drive InFront of House Employee at Sonics Drive In