WENDY RAMER
Summary
Dynamic Realtor and Licensed Tax Professional with a proven track record in organizing complex workflows, streamlining accounting processes, and optimizing productivity. Skilled in managing projects from inception to completion, ensuring efficiency while delivering high-quality service. Expertise in detailed accounting, bookkeeping, with a strong emphasis on clear and effective client communication. Known for balancing multiple priorities, problem solving, and maintaining a high standard of accuracy and professionalism in all aspects of work.
Overview
25
25
years of professional experience
Work History
Tax Associate
Intuit
12.2024 - Current
REALTOR
Dudum Real Estate Group
10.2017 - Current
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
REALTOR
J.Rockcliff Realtors
09.2016 - 10.2017
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
ENROLLED AGENT
Schopp & Co
11.2015 - 05.2016
- Prepared Federal and California income tax returns for individual and corporate clients.
- Provided bookkeeping services for multiple large companies, ensuring accuracy and compliance.
- Processed bank reconciliations and financial reports to verify proper due diligence.
- Generated balance sheets and profit and loss reports to support financial decision-making.
- Managed journal entries, online transfers, and payments to maintain accurate financial records.
ENROLLED AGENT
H&R Block
01.2015 - 04.2015
- Interviewed, assessed and prepared Federal and California income tax returns for clients with their individual tax needs.
- Managed office scheduling, accounts payable and administrative functions.
ENROLLED AGENT
Marlene Eastman, EA
01.2000 - 06.2009
- Proficiently prepared Federal and California state tax returns for individual and small business clients, ensuring accuracy and compliance with tax laws.
- Provided bookkeeping services to business clients, including bank reconciliations, financial reporting, and revenue tracking.
- Conducted client interviews to gather financial data, advise on tax reporting issues, and assess bookkeeping/accounting needs.
- Managed office administrative functions, including maintaining information systems and handling general clerical tasks.
- Oversaw the management of over 600 clients, ensuring timely and efficient service and delivery.
Education
Bachelor of Arts - Psychology
Saint Mary's College of California
Moraga, CA05-1996
Skills
- Client relations
- Contract negotiation
- Tech-savvy mindset
- Relationship building
- Strong organizational skills
- Client-oriented
- Highly professional
- Customer service management
Affiliations
- California Tax Education Council Registered Tax Preparer 2024
- Enrolled Agent, U.S Department of the Treasury 2003-2020
- Notary Public 2025
Timeline
Tax Associate
Intuit
12.2024 - Current
REALTOR
Dudum Real Estate Group
10.2017 - Current
REALTOR
J.Rockcliff Realtors
09.2016 - 10.2017
ENROLLED AGENT
Schopp & Co
11.2015 - 05.2016
ENROLLED AGENT
H&R Block
01.2015 - 04.2015
ENROLLED AGENT
Marlene Eastman, EA
01.2000 - 06.2009
Bachelor of Arts - Psychology
Saint Mary's College of California
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