David W. Jackson

**** ********** *****, **** *****, Texas 76052, 817-***-**** adwzwg@r.postjobfree.com

FINANCIAL /TAX CONSULTANT

Licensed Tax Manager/Professional with superior technical and interpersonal communication skills. Self-motivated with exemplary skills strong accounting, analytical, research, gathering information, interviewing, consulting, decision making, personal contact and time management.

Team Leadership, building and retention skills.

PROFESSIONAL EXPERIENCE

The Tax Quarterback, Fort Worth, Texas 06/20 - 06/22

Executive Director/ Manager/ Tax Professional

Facilitated and managed the preparation, review, submittal of individual, Small Business, S-Corp, C-Corp, federal tax returns and the accurate, timely filing of all tax forms.

Managed members of the tax team as they prepare components of the individuals and U.S business Federal and Multi-State Income tax return and tax related documents.

Maintained effective control over all aspects of the tax process and oversaw a team of highly-motivated staff.

Provide tax compliance and consulting to a diverse base of clients.

Meet regularly with business and community contacts to maintain and grow a network within the local market.

Monitored legislative and regulatory tax laws developments, commutated the effects of these developments to management and the tax team, in tells create strategic to capitalize on changes to taxation legist ion.

Implementing company policies and goals, setting budgets and overseeing daily operations of lower-level managers and staff.

Providential Financial Services, LLC Arlington, Texas 12/16 – 04/23

Owner/ Manager/ Tax Professional

Facilitated and manage the preparation and review individual and small business federal tax returns and the accurate, timely filing of all tax forms.

Managed members of the tax team as they prepare components of the individuals and U.S business Federal Income tax return and other documents

Maintained effective control over all aspects of the tax process.

Monitored legislative and regulatory tax laws developments, commutated the effects of these developments to management and the tax team, in tells create strategic to capitalize on changes to taxation legist ion.

Implementing company policies and goals, setting budgets and overseeing daily operations of lower-level managers and staff.

Interviewed and facilitated the hiring process, explaining contracts, benefits, bonuses and etc...

Integrity Tax Return, Arlington, Texas 05/15 - 12/16

Office Manager/ Tax Professional

Computed taxes owed by following tax code by helping taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.

Prepared or assisted in preparing simple to complex tax returns for individuals, small businesses for taxpayers by using their federal, state and local codes.

Uncovered potential deductions and credits and advised against potential tax liabilities and ensured clients do not pay unnecessary taxes.

Interviewed clients to get a thorough picture of financial situation, reviewed financial records such as income statements and documentation of expenditures, verified totals on past forms for accuracy and calculated and invoice for form preparation fees.

Consulted tax law handbooks for especially difficult tax returns, resolved customer complaints, recommend additional products and services.

State Farm Mutual Insurance Company, Richardson, Texas 12/13 - 07/16

Claims Representative

Provided consistent and remarkable customer interaction by established timely contact with all applicable parties (insured, claimants, witnesses, etc.), gather facts of loss and clearly explained the claims process.

Communicated to applicable parties the rationale behind coverage or liability decisions and documented information obtained regarding damages and negotiated settlement of claims within designated authority.’

H &R Block, Fort Worth, Texas 08/12 - 05/15

Tax Advisor I &II / Tax Consultant

Provided tax preparation, tax audit support and tax planning during peak season.

Built year-round client relationships, grow your tax expertise and support teammates.

Generated business growth, increase client retention, and offer additional products and services

TECHNICAL SKILLS

• Crosslinks/ Drake/ Tax Act Tax Wise Tax Software/6

• Pro-Series/ Pro-Connect Software Crypto Tax Pro./CCH-Axcess Tax

• Tax Slayer /Intuit Turbo Tax Ultra Tax CS

• Lacerte/Sure Prep. Software Microsoft Excel/Word/Outlook

EDUCATION/CREDITAL

• Southern University A & M, Baton Rouge, Louisiana, Agricultural Economic,

(112 Credit Hours)

•University of Texas, Arlington, Texas, Auto Cad / Drafting/Design Certification

•Tarrant County College, Fort Worth, Texas, All Line Insured. Claims Adjuster,

License

•H & R Block- Tax Professional Cert., Tax Advisor IV Certification

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