Tax Preparer Customer Service
Resume:
Isaac Nii Klu Nortey
**** *. **** ****** ***, Tucson Az, 85757
*******@*****.***
Professional Summary
Detail-oriented and adaptable Tax Preparer and Accountant with over 19 years of professional experience spanning international banking, financial administration, and U.S.-based tax preparation. Skilled in tax return preparation, payroll, regulatory compliance, and financial software including Drake Tax, QuickBooks, and Microsoft Office Suite. Strong background in banking and finance, with proven ability to manage complex financial data and deliver high-quality client service. Currently pursuing IRS Enrolled Agent certification to further deepen tax expertise.
Core Competencies
Individual & Business Tax Preparation
Payroll Processing & Quarterly Filings
Financial Reporting & Compliance
Banking Operations & Customer Service
Drake Tax Software QuickBooks Desktop & Online
Microsoft Office (Word, Excel, Powerpoint, Outlook)
Administrative Management
Attention to Detail
Adaptability
Professional Experience
Tucson Tax Experts – Tucson, AZ
Tax Preparer / Accountant
Jan 2025 – Present
- Prepare individual and small business tax returns with accuracy using Drake Tax Software
- Consult with clients on tax strategies, deductions, and documentation
- Handle bookkeeping and account reconciliation using QuickBooks
- Ensure timely filing of federal and state tax returns
Neema Behavioral residential LLC – Tucson, AZ
Manager / Administrator
July 2018 – Present
- Oversaw administrative functions including payroll preparation, quarterly tax filings, and correspondence
- Maintained accurate employee records and ensured timely payroll submissions
- Coordinated with regulatory bodies for compliance with operational standards
Various Banks – Ghana, West Africa
Senior Banking Officer / Operations Manager
April 1997 to July 2016 (Total 19 Years)
- Held leadership and operational roles across five major banks
- Managed high-value client accounts, financial operations, and compliance
- Developed internal control systems and led financial teams
Education
Master of Science in Banking and Finance
Paris Graduate School of Management, France (2008)
Bachelor of Business Administration in Banking and Finance
Methodist University College, Ghana (2006)
Certificate in Tax Preparation
Penn Foster University, USA (2024)
Diploma in Medical Assisting
Pima Community College, USA (2018)
Certifications & Training
Certificate in Tax Preparation – Penn Foster University
Currently studying to become an IRS Enrolled Agent
Technical Skills
Drake Tax Software
QuickBooks (Desktop & Online)
Microsoft Office (Excel, Word, Outlook)
Professional Strengths
Highly adaptable in dynamic work environments
Exceptional attention to detail and accuracy
Strong communication and interpersonal skills
Culturally fluent with international and U.S. work experience
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