Office Manager Tax Expert
Resume:
Dorothy Byrd
Amarillo, TX *****
ad5m9d@r.postjobfree.com
Highly motivated professional ready to develop career foundation with expanding operation. Experienced office manager/ tax division supervisor with over 20+ years of experience in finance. I have handled every aspect of business, from hiring new staff to managing marketing initiatives. Willing to relocate: Anywhere
Work Experience
Tax Expert/ Notary
Self employed/ supervisor - Amarillo, TX
October 2023 to Present
I help design and implement tax policies and strategies, and evaluate managerial processes to ensure compliance with relevant statutes and regulatory codes. The role also requires tax planning and reporting, including the filing of corporate tax returns. As a notary I witness the signing of official documents and verify the identity of the signees. I administer oaths and affirmations, maintain notary journals, and handle various legal documents such as contracts, affidavits, and loan documents. Seasonal Tax Expert
Firefighters First Credit Union - Amarillo, TX
February 2024 to April 2024
• Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and filing of tax returns
• Confirm the accuracy of records and documents related to tax reporting and preparation
• Maintain written and oral communications between the company and all relevant vendors and regulatory agencies
• Remain up to date with changes in the tax code and accounting laws
• Conduct research on tax compliance issues at the local and national levels Tax Division Supervisor
LISA BACA BOOKKEEPING - Amarillo, TX
May 2021 to October 2023
I work in a managerial role within the company to create and implement a comprehensive tax strategy for our company. I lead and manage the client relationship with a focus on high value quality tax advise and preparation. I also train and develop staff members. Seasonal Tax Preparer
Blucora Tax Act - Amarillo, TX
February 2023 to April 2023
Job was a seasonal position with Tax Act. I assisted clients navigate within the program. Clients called in for assistance with their self prepared tax return. Branch Manager
TOLEDO FINANCE CORPORATION - Amarillo, TX
May 2020 to May 2021
I oversee marketing and financial reporting, credit analysis, loan processing, collections, hire and train staff, and ensure company's objectives & goals are met. Duties also include managing and supervising employees, assisting customers, and providing excellent customer service. Substitute Teacher
Pampa ISD - Pampa, TX
February 2020 to May 2020
My responsibilities include providing backup teaching services when full-time teachers are unable to work. I execute lesson plans left by the absent teacher or are required to create classroom lessons on their own. In addition to creating and maintaining a respectful and fair classroom culture that fosters safe and productive learning, I monitor, observe, and report student behavior according to school policies and procedures.
Server
THE PLAZA RESTAURANT - Pampa, TX
July 2019 to May 2020
Prepare the food, stocking supplies, serving, charging people for their food, handling cash, credit cards, cleaning tables and counters, resetting tables, greeting customers and answering questions. Cognitive Intervention Specialist
Baten Unit - Pampa, TX
June 2019 to October 2019
I was responsible for performing education work with the Cognitive Intervention Program Work. Involving planning, coordinating, and implementing activities; and coordinating with other departments to ensure the maximum utilization for resources available in compliance with Management & Training Corporation
(MTC) and Texas Department of Criminal Justice (TDCJ) directives. Essential Functions:Provides didactic sessions according to designated curricula within the program. Presents cognitive intervention education and life skills classes to assist offenders with basic education on these topics.
Guides and assists clients in complying with facility rules and regulations. Supervises client offender work functions in accordance with program policies such as morning wake up routines according to established schedules. Notifies appropriate personnel of offenders failing to comply with policies and procedures. Monitors offender behavior and reports incidents, inappropriate or unusual behaviors to appropriate treatment team staff.
Promote the development of positive social skills through modeling appropriate behaviors and intervening when inappropriate behaviors are observed; provide regular feedback to staff regarding social skills procedures and intervention techniques. Certified Tax Preparer
Security Finance Corporation
January 2012 to December 2018
I was qualified to calculate, file and sign income tax returns on behalf of individuals and businesses. I could also represent the taxpayer during IRS examinations of tax returns. Branch Manager
Security Finance Corp - Pampa, TX
August 2016 to November 2018
During my five years in management I successfully had top performing offices meeting and obtaining company goals and objectives. I participated in the SFC supervisors training program. In the event that my supervisor was out of the office or needed assistance in another office, I would assist her with whatever task was needed at the time. I oversee marketing and financial reporting, credit analysis, loan processing, collections, train staff, and ensure company's objectives & goals are met. Duties also include managing and supervising employees, assisting customers, and providing excellent customer service. Branch Manager
Security Finance Corp - Dalhart, TX
May 2013 to August 2016
I oversee marketing and financial reporting, credit analysis, loan processing, collections, hire and train staff, and ensure company's objectives & goals are met. Duties also include managing and supervising employees, assisting customers, and providing excellent customer service. Assistant Manager
Security Finance Corporation - Dalhart, TX
January 2011 to December 2013
Top Performance Assistant ● Certified tax preparer I worked closely with my manager to ensure we ran a profitable office ensuring each of our customers received exceptional customer service. I was responsible to meet my goals and objectives as well as collections. Credit analysis, loan processing, payment processing & depository drops were also included in my daily responsibilities.
Customer Service Representative
XIT Cellular - Dalhart, TX
January 2006 to December 2007
Our company provided home services such as cable, internet, landline & cellular services for both local
& rural customers. I provided fast friendly service always providing my customers with any merchandise they would benefit from. I processed payments as well as office deposits. I would perform maintenance and repairs on wireless devices by fixing or replacing defective parts. Bank Teller
Bank Of America - Dalhart, TX
January 2000 to December 2006
Notary
● Top Teller Performance Awards
Provided account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; and referring bank products that best fits out customers needs.
Education
Diploma
Dalhart High School
1995
High school diploma
Amarillo College
Skills
• Credit
• Finance
• Business intelligence
• Auditing
• Strategic planning
• Collections
• Budget
• Organizational skills
• Federal regulations
• Retail sales
• Marketing
• Retail
• Bi lingual
• Excel
• Powerpoint
• Word
• Marketing/sales
• Leadership skills
• Training & Development
• Customer Service
• MS Office
• Microsoft Excel
• Sales
• Server
• Fast Learner
• Microsoft Office
• CPR
• training
• Tax Experience
• Credit Analysis
• Financial Analysis
• Financial Report Writing
• Payroll
• Business Analysis
• Microsoft Word (10+ years)
• Management
• Typing
• Clerical experience
• Bookkeeping
• Accounting
• QuickBooks
• Banking
• Conflict management
• Negotiation
• Analysis skills
• Office Management
• Research
• Account Management
• General Ledger Accounting
• Bank Reconciliation
• Balance Sheet Reconciliation
• Journal Entries
• Accounts Payable
• Account Reconciliation
• Store management
• Employee evaluation
• Kronos
• Cold calling
• Accounts Receivable
• Sales management
• Spanish
• Bartending
• Time management
• Filing
• Human resources
• Financial Statement Preparation
• Writing skills
• Communication skills
• Budgeting
• Food safety
• Supervising experience
• Profit & Loss
• Tax accounting
• Continuous improvement
• Financial statement preparation
• General ledger accounting
• Bookkeeping
• Account reconciliation
• Tax experience
• Balance sheet reconciliation
• Accounts payable
• Accounts receivable
• QuickBooks
• Auditing
• Research
• Budgeting
• Banking
• Credit analysis
• Typing
• Office management
• Salesforce
• Clerical experience
• Kronos
• Marketing
• Business intelligence
• Customer service
• Supervising experience
• Negotiation
• Training & development
• Leadership
• Cash handling
• Account management
• Cold calling
• Sales
• Conflict management
• Sales management
• Continuous improvement
• Store management
• Profit & loss
• Cash register
• Serving
• Retail sales
• Teaching
• Bartending
• General ledger reconciliation
• Financial report writing
• Payroll
• Financial analysis
• Analysis skills
• Business analysis
• Human resources
• Outbound sales
• Business development
• Financial auditing
• Data analysis skills
• Windows
• Restaurant experience
Certifications and Licenses
TABC Certified
Food Handler Certification
Certified Notary Public
Driver's License
CPR Certification
PTIN
December 2023 to December 2024
Have had PTIN for 9 years
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