Case Management Human Resource
Resume:
Taxes / Accounting & Bookkeeping / Business Admin
J B MORGAN
********.***@*****.***
Skills
Interpersonal Skills: works well with others, cooperates, follows directives, delegates when needed
Dependable, Reliable: reports to work early, prepared to work efficiently, makes use of time, and fixes mistakes, when necessary, guards the confidentiality of clients and coworkers, empathetic towards clients’ situations, performs extremely well under pressure
Business Skills: basic knowledge of business management, administration, and compliance; exceptional knowledge in taxation, accounting, sales and marketing principles
Communication: writes clearly, concisely; speaks effectively, listens attentively, negotiates/resolves differences
Organizational Skills: meticulous, document control, case management, calendar scheduling, human resource management multi- tasks, uses critical thinking effectively to solve problems
Tech Skills: Microsoft Office apps, managing files/records online, designing forms, business apps (QuickBooks) and various tax software, performing Internet research, social-media savvy, basic video/ audio tech skills
Work Experience
Owner, Manager- JB Morgan & Associates LLC- Little Rock, AR/ Atlanta, GA. (2016- Present)
Helped small business owners and independent professionals form accounting system for payroll, tax planning, tax preparation
Reconcile bank accounts, generate income statements, generate balance sheets and clean up general ledger
Provide consultations to analyze complex problems in small businesses management procedures and/or financial systems
Provide cash flow management services, prepared cash flow statements and cash flow projections
Help obtain appropriate business line of credit, establish cash collection acceleration techniques and proven effective collection policies
Help in process of new business formation, necessary filings and strategic planning
Office Manager -Jackson Hewitt Tax Services- Little Rock, AR (2015- 2016)
Reviewed and approved work schedules and timecard approvals, monitored time tracker during all shifts, worked with Human Resources on employee relations, issues, or complaints, and training.
Ensured office met company standards including but not limited to: office set up, technology setup, telecommunications, office supplies and facilities’ maintenance.
Continuously built business by retaining existing clients, attracting new clients and creating positive brand awareness.
Resolved customer complaints or answered customers' questions regarding policies and procedures.
Monitored performance and holds/voids/rejects of tax returns, discount reports and productivity reports.
Responsible for meeting all office goals including, but not limited to revenue, cash control and tax return count in assigned area.
Assistant Manager / 5 Star Taxes- Atlanta, GA (2013 – 2016)
Interview clients to obtain information on taxable income, deductible expenses and allowances; review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns for individuals or small businesses.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries in tax software, following tax form instructions and tax tables using all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum and receive the most advantageous refund.
Calculate form preparation fees.
Check data input or verify totals on forms prepared by other employees to detect errors in arithmetic, data entry, and procedures
Education
2022-2024 Shorter College, North Little Rock, AR
Associate of Science (AS) in Entrepreneurship and Business Analytics
2024-Present Philander Smith University, Little Rock, AR
Bachelor of Science (BS) in Organizational Management
Professional References
Amir Platt – Owner/ Dream Solution Group, INC (404) 973- 8065
Mrs. Jacqueline Caskey- James- Director Health Services/ FVSU 478-***-****
Rodney Bryant- Owner/ Holliday Pest Management 678-***-****
Beverley Young- Area Manager/ Jackson Hewitt 501-***-****
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