Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Tracie McClure Parsons

Dallas,TX
Tracie McClure Parsons

Summary

Detail-oriented Tax Preparer with 25 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Expert with CPA firm situation. All year end record keeping including 941, 940, W2, W3, and 1099s.


Overview

18
years of professional experience

Work History

Intuit

Tax Expert
12.2023 - 04.2024

Job overview

  • Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
  • Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Worked well in a team setting, providing support and guidance.

Rue & Associates

Tax Preparer
02.2022 - 04.2022

Job overview

  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Proactively addressed and resolved client concerns, building trust and loyalty.
  • Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.

Capital One Investments

Accounting Bookkeeper
03.2010 - 12.2019

Job overview

  • Maintained and processed invoices, deposits, and money logs.
  • Matched purchase orders with invoices and recorded necessary information.
  • Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate financial records.

Capacitive Deionization Technology Systems

Financial Controller
03.2007 - 02.2009

Job overview

  • Prepared balance sheets, cash flow reports and income statements.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Direct work to the company CEO such as stock tracking report for 38M shares appropriated, investments, stock for services, use of funds, budgets including graphs and macros when needed.
  • Reconciled and issued stock certificates and warrant letters to all investors from private equity investments both accredited and non-accredited equity investments.
  • Set up and reviewed audit papers including referring documents for each assets and liability account to insure accuracy of financial statements.

Dave & Buster's

Business Analyst
04.2006 - 03.2007

Job overview

  • Posted daily receipts and payments in accordance with corporate protocols.
  • Reviewed invoices and coded accounting entries for data processing,
  • Credit card and payments systems posted daily in accordance with all corporate protocols.
  • Generated detailed financial reports for management review
  • Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
  • Inventory work with month end close deadlines.
  • Managed deposit team - 15-30 banked employees and cash drawer reconciliation.

Education

ETSU
Commerce, TX

Bachelor of Arts from Accounting
05-1992

University Overview

Skills

  • Tax preparation
  • Bookkeeping
  • General ledger management
  • Payroll processing
  • Financial statement presentations

Timeline

Tax Expert
Intuit
12.2023 - 04.2024
Tax Preparer
Rue & Associates
02.2022 - 04.2022
Accounting Bookkeeper
Capital One Investments
03.2010 - 12.2019
Financial Controller
Capacitive Deionization Technology Systems
03.2007 - 02.2009
Business Analyst
Dave & Buster's
04.2006 - 03.2007
ETSU
Bachelor of Arts from Accounting
Tracie McClure Parsons