Tax Preparer

SUSAN YOUNG

239-***-****

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

Nationally certified tax paralegal with diverse experience and skill set

Top notch tax paralegal with 12 years experience, specializing in corporate and tax law, contracts and litigation. Recognized for tax and legal research proficiency, administrative efficiency, diligent performance, prudent business decisions, strong problem resolution and outstanding interpersonal skills.

Areas of expertise include:

· Accounting and tax experience · Team player/team builder

· Versatile legal skills · Tax and legal research proficiency

· Effective oral and written communication skills · Experienced executive assistant

· Strong compliance values along with policy adherence and development · Management/administration, including human resources

· Computer proficiency includes Microsoft Office Suite, PCLaw, ACT, WordPerfect, QuickBooks Pro, Quicken, Profiler, Lacerte Tax, TurboTax, ATIDs, Title Solutions, SoftPro, Display Soft, Westlaw, LexisNexis, Internet Research

Professional Experience

Jackson Hewitt Tax Services Bonita Springs, Florida (2009; contract)

Paralegal—litigation, personal injury, family and criminal law

· Prepare clients’ federal and state tax returns utilizing Profiler

· Electronically file returns

· Accounting and refund check printing

· Order office supplies

Advocate Consulting (National company providing legal and tax services to aircraft owners) Naples, Florida (2005-2008)

Taxation Specialist—corporate & tax law, litigation (2005-2008)

· Prepared clients’ sales tax returns and federal excise tax returns

· Business income tax return preparation and flight log analysis for tax reporting

· Assisted attorneys and CPAs in litigation defending clients in IRS Audits

· Responded on behalf of clients to state sales tax audits & assessments

· Opened and maintained new corporate entities

· Drafted aircraft lease agreements

· Tax and legal research

Office Administrator/Human Resource

· Provided for all office needs and logistics of growing company from contracting office services to employee recruitment

· Administered employee benefits/negotiated provider contracts

· Hiring and management of administrative staff

Executive Assistant to CEO/Owner

· Assist CEO in all aspects of his multimillion dollar businesses

· Special projects such as managing new office build-out and move

· Drafted Captive Insurance Company application for regulators in the Cayman Islands

Arranged international travel

Waterford Management, Inc. Naples, Florida (2002-2005)

Vice President: Management, corporate legal & tax work (25 companies) and assistant to Developer/President. Liaised with outside attorneys; composed corporate documents and financial agreements; arranged international travel; negotiated insurance coverage (health, general liability, officer/director liability and aviation) and developed promotional publications. Human Resources (concurrent): recruitment & hiring; developed employee health and retirement benefits.

SunLand Title, Inc. Naples, Florida (Concurrent with Waterford Management)

Vice President/Underwriting Manager: Title company start-up for developer’s land purchases in Collier County; supervised staff of twelve.

Geza & Associates, Inc. Naples, Cape Coral, Florida (1999-2002)

Co-Owner/Office Manager: Design/Build company specializing in high-end condominium renovations. Accounting, payroll, purchase of construction materials, managing and scheduling of subcontractors, contract preparation, client interaction.

Siesky, Pilon & Wood, P.A. Naples, Florida (1999-2000)

Legal Assistant, real estate closings: Assisted real estate closer in all aspects of scheduling, ordering documents, title searches, preparing HUD Settlement Statements, assembling closing packages, correspondence. Managed Trust Checking Account.

Education and Certification

B.A. Anthropology

Indiana University, Bloomington, Indiana

· Honor Student

· Carl Vogelin Anthropology Paper Award

A.S. Paralegal Studies

International College, Naples, Florida

· 4.0 G.P.A.

· Dean’s List

Jackson Hewitt Tax Preparer Course 2008, 2009

Certified Paralegal National Association of Legal Assistants & Paralegals

QuickBooks Pro Contractors’ Seminar ProSeminars, Tampa, Florida

QuickBooks Pro Certification Atlantis Computer Center, Ft. Myers, Florida

Notary Public State of Florida

Licensed Title Insurance Agent State of Florida (inactive)

Licensed Real Estate Salesperson State of Florida

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