Tax Returns Office Management
Resume:
Lisa Cragg
Grayling, MI *****
**********@*****.***
Manager with 29+ years of experience in administrative, accounting, merchandising, and managerial roles, excelling in staffing and office management. Demonstrates strong leadership and organizational skills, driving innovative solutions and strategic growth across diverse industries, including government, repair facilities, staffing companies, manufacturing and home improvements. Committed to ensuring efficient operations and compliance with industry standards. Work Experience
Owner/Operator
Precision Bookkeeping and Tax-Grayling, MI
October 2007 to May 2024
Completed and filed 50 tax returns per year with tax departments at local, state and federal levels.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
• Suggested key budgetary changes to increase company, offered clients recommendations to reduce tax liabilities through budget reports.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Organized information by studying, analyzing, interpreting and personal data.
• Analyzed financial data derived from multiple reporting systems to develop recommendations for operational and performance improvements.
• Directed automation of office procedures such as correspondence management, record keeping, and online communications.
• Streamlined tax filing processes, enhancing efficiency and accuracy for 50 annual returns across local, state, and federal levels.
Manger
Sygenetics, Inc HR and Accounting
October 2021 to June 2023
• Managed daily and month-end accounting for staffing company, ensuring accurate financial reporting.
• Prepared and analyzed financial reports, identifying and resolving accounting discrepancies.
• Handled government contract reviews and invoicing, maintaining compliance and accuracy.
• Maintained personnel files, ensuring up-to-date and accurate records for all staff.
• Processed weekly payroll, ensuring timely and accurate payments for employees.
• Streamlined financial processes, enhancing accuracy in reporting and government contract compliance while managing comprehensive HR functions.
Census Field Supervisor
Census Bureau-Traverse, MI
July 2019 to December 2021
• Supervised and trained a team of 8, achieving operational goals ahead of schedule.
• Prepared 500 additional candidates for statewide census roles, enhancing workforce readiness.
• Delegated tasks to ensure timely completion of objectives, boosting team efficiency.
• Conducted shift meetings to address scheduling, production, and maintenance needs.
• Monitored quality and progress, ensuring adherence to operational standards.
• Reviewed reports to maintain compliance with time and resource allocations.
• Team exceeded canvassing targets by over 200%, supporting neighboring counties. Postmaster Relief/Postal Support Employee Mail Processing Postmaster Relief at Post Office.
United States Postal Service-Traverse City, MI
September 2012 to November 2013
Post Master Relief at Post Office.
• All operations of the post office, customer relations, and cash handling procedure.
• Transferred to Traverse City Distribution Center as Postal Support Employee.
• Resolved customer issues and concerns quickly to promote better service and keep lines moving.
• Followed up with recent sales customers to establish working relationships and brand loyalty.
• Placed mail into appropriate PO boxes.
• Produced 100% accurate cash handling.
• Provided help for customers, clients, or public who were hostile or upset, handling customer complaints or providing instructions to customers
Enumerator
United States Census Bureau-Detroit, MI
April 2010 to October 2010
Explained census survey functions and objectives.
• Studied maps of assigned areas to plan efficient routes.
• Promoted census significance and rights of participation of prospective interviewees through follow-up calls or in-person visits to address non-responsive initial interview.
• Returned to houses to obtain additional information or resolve survey issues, politely expressing appreciation for the cooperation beyond operational scope.
• Job extension for 30 days over other enumerators to complete difficult homes.
• Conducted thorough census surveys, ensuring data accuracy through meticulous questionnaire review and efficient route planning for assigned areas.
District Manager /Outside Sales Agent
21 Century Publications and Newspaper-Gaylord, MI
May 1991 to February 2009
Overseen the activities of delivering of advertisement and directly supervise an assigned team of 25 decentralized couriers to 28,000 homes in Northern Michigan.
• Recruited, trained, and mentored newly hired couriers to provide a better grasp of the delivery and distributing advertisements and classified ads.
• Forecasted manpower requirements based on workloads and company targets.
• Participated in job fairs and local talent banks to maintain workforce.
• Demonstrated effective decision-making and problem-solving skills, while exhibiting professional sound judgment.
• Planned and mapped travel routes in accordance with applicable traffic and bulk cargo transportation laws, regulations, standards, and guidelines.
• Met with business owners and sold weekly advertisement and classified ads.
• Developed and maintained a wide variety of outside contacts with local civic associations, businesses, religious groups, and other community-based organizations to increase distribution and sales of classified ads.
• Managed, supported and grew business relationships with existing accounts and developed strategies to increase sales and revenue.
• Established and serviced 60 community-based business accounts to meet their advertising needs.
• Reviewed and analyzed payroll cost, quality, and progress reports ensured operating expenditures were cost-effective and within budget.
• Addressed customer complaints quickly to drive satisfaction and adjusted operating strategies to reduce the issues.
• Supplied report after reviewing of data forms, equipment, logbooks, and inventory forms.
• Streamlined QA processes by working closely with development teams and staying abreast of changes.Fostered partnerships with local organizations, enhancing ad distribution. Mentored new hires, improving team performance and customer satisfaction.
• Analyzed payroll, quality, and progress reports to optimize cost-effectiveness. Streamlined QA processes, working closely with development teams. Retail Store Manager
Dollar General Grayling-MI
January 2003 to October 2004
Managed all aspects of store operations, including organization, maintenance and purchasing functions.
• Trained, supervised, scheduled, and maintained 28 team members in successful strategies to meet operational and sales targets.
• Improved sales process and track with an implement of new point of sale (POS) system.
• Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
• Optimized store displays and appearance via strategic merchandising.
• Followed procedural instructions for developing spending plans for team members according to sales projections.
• Purchasing supplies and goods, shrink control, and inventory management.Led store operations, driving sales through strategic merchandising and team leadership. Education
Bachelor's degree in Business Administration and Human Resources Capella University
2014
Associate's degree in Business Administration and Human Resources Baker College Mi
2010
Skills
• Team leadership, training, and scheduling.
Strong multi-tasking, skilled in directing and motivating a workforce. Complying and analyzing data, report writing.
Community and Business to Business Advertising Sales Team- mapping and routing drivers in the area.
Reports, and spreadsheet analyst
Ability to problem solve, organize, and prioritize to meet deadlines. Computer programming Dos and C, Quick book, Microsoft Word, Excel, and Power Point proficient Certifications and Licenses
Enrolled Agent
Driver's License
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