Entry Clerk Administrative Assistant

Karen Dillon-Longmead

661-***-****

Business Experience

H and R Block Lancaster and Lakewood CA – Tax Professional EA - December 1989 to present

• Greet and interact with customers to gather pertinent information regarding completion of their business and personal income tax returns.

• Review financial records to determine correct forms to be used with return.

• Prepare and/or assist in the preparation of simple to complex tax returns for individuals and/or businesses using all allowable/appropriate deductions and credits to reduce clients taxes owed.

• Consult tax law handbooks/bulletins to determine procedures for preparation of returns.

• Assist manager with duties and train other preparers.

• Continued education to maintain PTIN and EA status. IHSS Lancaster and Harbor City CA – Healthcare Provider - August 2013 to present Assist to care of clients for their personal, household and med needs Bungee Storage Inc. Lancaster CA – Administrative Assistant - January 2008 to August 2013

• General Office duties

• Interact with customers; walk-in and on phones. Provide information in a professional manner and prepare company forms in compliance with policies.

• Maintain accounting of business utilizing Quickbooks and Excel software. Microsoft Office software used as needed.

• Create and maintain electronic filing system of business records,

• Oversee work done by others for accuracy and recommend revisions if necessary.

• Learn and operate new office technologies as they are developed and implemented. L & L Ceramics Lancaster, CA – Owner/Bookkeeper/Technician - January 1991 – April 2009

• Oversee daily operations

• Interview, hire and manage staff; prepare work schedules and assigning specific duties

• Direct and coordinate activities of staff to ensure implemented procedures are followed.

• Maintain accounting of business using Quickbooks and Excel software.

• Review financial reports to measure productivity and goal achievement. Create and apply programs to reduce company costs.

Education

Antelope Valley College – Lancaster CA – Criminal Justice AA – June 1979 - June 2016 Riverside City College – Riverside CA – General Education coursework – August 2013 - June 1983 Additional Skills

Experienced notary public though commission is not current at this time.

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