Office Manager Tax Preparer

Carolyn Whitley

Beachwood, OH *****

*****************@*****.***

+1-216-***-****

Work Experience

Inome tax preparer - bookke

Self-employed-Solon, OH

January 1997 to May 2017

Self-employed a bookkeeper and income tax preparer for individuals and small businesses. Retired permanently in 2017.

Spent winters, during income season, in Florida from 2018- 2022. Office manager

Dave's Place-Maple Heights, OH

October 1998 to May 2007

Oversaw the day- to- day operations in a restaurant and bar. Prepared and distributed payroll. Prepared quarterly, semi-annual, annual payroll reports, including year end reconciliation statements and W-2 statements at year end.

Other responsibilities included paying bills, making bank deposits, balancing of checking accounts, preparation of monthly financial statements.

Handling of complaints and resolving issues with customers and employees. Established a rapport among customers, employees and management. Retired after this business closed.

Bookkeeper

Robert Half-Cleveland, OH

September 1988 to October 1996

Accounts receivables and payable and reconciliation of accounts. I did not work for 2 years due to injuries from an automobile accident. Office manager

Lewis Companies-Shaker Hts, OH

April 1982 to September 1988

Oversaw daily routines and office operations for a real estate and rental property company, preparation and distribution of payroll.

Paid bills, made bank deposits, balanced check

It was also my responsibility to handle and resolve tenants issues. Income Tax Preparer

Johnson and Johnson Accounting Services-Shaker Hts, OH January 1976 to April 1982

Prepared income taxes for clients and small businesses. Education

Associate's degree in Mental health, business, accounting Cuyahoga Community College

January 1990 to August 1994

I took Business and Accounting classes in 2002-2003 Skills

• Microsoft Office

• Microsoft Excel

• Microsoft Word

• QuickBooks

• Office experience

• Microsoft Outlook

• Office management

• Time management

• Administrative experience

• English

• Organizational skills

• Customer service

• Accounting

• Management

• Supervising experience

• Leadership

• Phone etiquette

• Payroll

• Customer relationship management

• Microsoft Powerpoint

• Human resources

• Team management

• Accounts payable

• Human resources

Certifications and Licenses

Driver's License

Additional Information

I was also self-employed as an income tax preparer from 1988 to 2018.

Contact this candidate