Office Manager Project Management
Resume:
Andrew Harris MBA
Fort Gratiot, MI *****
**********@*******.***
Relevant Qualifications
Qualification: Tax Preparation
• Proficient with tax software including H&R Block, Jackson Hewitt, Drake, and adaptable to other platforms.
• Skilled in preparing various tax forms such as 1040, Schedule C, 1065, S-Corp, and associated schedules.
• Versatile in assisting individuals, married couples, sole proprietors, and small businesses with their tax needs.
• Proven record of accomplishment of overseeing tax office operations and reviewing prepared returns for accuracy and compliance as a Tax Office Manager. Provided constructive feedback to staff to enhance their tax knowledge and accuracy. Qualification: Manager
• Accumulated 35 years of diverse managerial experience across retail, ownership, and multi-state operations.
• Proficient in delegating tasks and overseeing business operations to ensure efficiency.
• Skilled in resolving customer and employee conflicts or complaints, maintaining positive relationships.
• Experienced in generating reports and delivering presentations to upper-level management and stakeholders.
• Possesses a robust understanding of business management, financial principles, and effective leadership strategies.
• Demonstrates strong time and project management abilities, ensuring timely completion of tasks and projects.
• Capable of analyzing processes and data, finding trends, and devising effective solutions and strategies. Excellent communication, interpersonal, leadership, coaching, and conflict resolution skills.
• Proficient with Microsoft Office Suite, various tax software, and cloud-based alternatives.
• Manages procurement of printers, computers, and office supplies for all offices, ensuring smooth operations.
Work Experience
Griffin Accounting Tax Preparer. Feb 2024 to May 2024
• Receive and process tax documents from both new and returning clients, ensuring thoroughness and accuracy.
• Skillfully prepare tax returns for clients, adhering to applicable federal and state tax codes and regulations.
• Provide personalized review and counsel to clients about any tax notices received from federal and state authorities, offering guidance and clarification as needed.
• Specialize in providing comprehensive training to first-year tax professionals, equipping them with essential skills and knowledge for effective tax preparation and client service Exact Tax & Bookkeeping Services Accountant Jan. 2021 to Dec 2023
• Facilitate the acceptance of tax documents from new and returning clients, ensuring completeness and accuracy.
• Expertly prepare tax returns for clients, adhering to all relevant tax codes and regulations.
• Provide comprehensive review and counsel to clients about all federal and state tax notices, ensuring understanding and compliance.
• Responsible for generating invoices for company fees, keeping correct financial records.
• Proficiently manage money matters, including bookkeeping services using QuickBooks.
• Prepare detailed Profit & Loss Statements and Balance Sheets to provide insights into financial performance.
• Handle payroll processing for multiple companies, including the prompt filing of all payroll tax returns.
Check N Go Office Manager Aug-2018 to Nov-2020
• Prioritize relationship management, placing the customer at the forefront, and provide educational support to clients on short-term money management strategies.
• Manage cash handling operations meticulously, including the correct counting and reporting of all cash transactions. Responsible for securing bank deposits and transferring funds from secure safes to appointed drawers.
• Conduct thorough customer verification processes to ensure the accuracy of their information. Process loans per State-approved guidelines.
• Maintain full compliance with all state and federal regulations governing store operations.
• Take full responsibility for store operations, including employee development and training initiatives aimed at perfecting company metrics.
H&R Block Office Manager/Preparer Jan-2014 to July-2020
• Proficient in conducting face-to-face interviews with clients, ensuring effective communication, and understanding of their tax needs.
• Skillfully prepare and complete exact tax returns, adhering to all relevant tax laws and regulations.
• Drive business growth by fostering customer retention, promoting added products and services, and encouraging client referrals.
• Offer clients comprehensive IRS audit support, providing guidance and aid throughout the audit process.
• Act as a mentor to emerging tax professionals, offering guidance and support to facilitate their professional growth and development.
Education University of Phoenix
• Earned associate and bachelor's degrees in accounting in 2016-3.75
• Achieved a master's degree in business administration in 2018-3.74
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