Tax Professional resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.
Professional Summary
Bilingual PharmD program candidate with 7 years retail pharmacy experience with strong clinical and people skills seeking to use pharmaceutical knowledge to improve patient care for wide variety of patients with diverse needs.
  • Retail pharmacy procedure knowledge
  • Medication Inventory Management
  • Motivated self-starter
  • Data entry specialist
  • Insurance billing expert
  • Conflict resolution ability
  • Extensive experience with EPRN Easy Fill
  • Bilingual Spanish/English
  • Computer proficient
  • Strong written and verbal communication skills
  • Strong team player
  • Good multitasker
  • Expert immunizer
  • Notable leadership skills
Work History
Pharmacist Intern, 09/2014 to Current
King SoopersLakewood, Colorado
  • Effectively resolved insurance rejections and other billing issues.
  • Assisted with drug inventory, purchasing, and receiving.
  • Effectively prioritized tasks and organized workflow to increase efficiency.
  • Complied with all federal laws, company policies and procedures and state regulations.
  • Prepared and administered vaccinations.
  • Performed oral store-to-store transfer of prescriptions.
Advanced Professional Practice Experience, 11/2017 to 12/2017
Parkview Medical CenterPueblo, CO
  • Prepared medication and IV orders for hospital.
  • Checked prescriptions for appropriate dosage, drug interactions, allergies and contraindications.
  • Monitored the medication dispensing machines within the hospital to ensure supplies were readily available to clinical staff.
  • Presented a journal club and a case presentation
Advanced Professional Practice Experience, 09/2017 to 11/2017
Clinica Campesina/People\'s PharmacyBoulder, CO
  • Provided specialized services to help patients manage conditions such as diabetes, hyperlipidemia smoking cessation and high blood pressure.
  • Utilized primary and tertiary drug resources to answer patient and provider questions.
Advanced Professional Practice Experience, 08/2017 to 09/2017
Colorado State Veterans Nursing HomeAurora, CO
  • Compounded and repackaged medications, including bubble packs, unit-doses, topical medications, and sterile products.
  • Performed chart reviews and checked for appropriate dosage, drug interactions, allergies, and contraindications.
Advanced Professional Practice Experience, 07/2017 to 08/2017
Common Ground InternationalDenver, CO
  • Displayed patient-oriented and comprehensive clinical pharmacy services and pharmaceutical care in a foreign, Spanish-speaking country.
  • Utilized and perfected medical and pharmacy related terminology in Spanish.
Advanced Professional Practice Experience, 05/2017 to 06/2017
Prescription ShopPueblo, CO
  • Provided specialized services to help patients manage conditions such as diabetes, hyperlipidemia, smoking cessation, and high blood pressure.
  • Provided counseling for weight loss, cholesterol control, and diabetes education.
Advanced Intermediate Professional Practice Experience, 01/2017 to 02/2017
Salud Family Health CentersCommerce City, CO
  • Provided specialized services to help patients manage conditions such as diabetes, dyslipidemia, smoking cessation and high blood pressure.
  • Implemented guideline-based changes through the use of a collaborative practice agreement.
  • Presented a journal club, a case presentation, and lead a topic discussion.
Intermedite Professional Practice Experience, 02/2016 to 12/2016
Porter Adventist HospitalDenver, CO
  • Communicated with prescribers to verify medication dosages and patient information.
  • Completed required experiential course assignments.
Intermediate Professional Practice Experience, 08/2014 to 05/2016
Rite Aid PharmacyLakewood, CO
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Counted, measured and compounded medications following standard procedures.
  • Completed required experiential course assignments.
Service Learning, 09/2014 to 05/2015
Laredo Elementary SchoolAurora, CO
  • Fostered team collaboration between 3rd grade students through group projects.
  • Planned and implemented creative lessons in accordance with pharmacy school guidelines.
  • Created and taught engaging health awareness and pharmacy lessons and activities.
Certified Pharmacy Technician, 07/2010 to 09/2014
King SoopersLakewood, CO
  • Counted, measured and compounded medications following standard procedures.
  • Reviewed and verified customer information and insurance provider information.
  • Effectively resolved insurance rejections and other billing issues.
  • Managed drug and supply inventories.
  • Regularly stocked shelves, rotated stock and checked for expired medications.
  • Efficiently operated cash register and handled cash, checks, and charge transactions.
  • Hand counted control medications, measured liquids and reconstituted antibiotics.
  • Translated pharmacy communications for Spanish speaking customers.
Expected Doctor of Pharmacy : Pharmacy, Spring 2018
University of Colorado Skaggs School of Pharmacy - Aurora, CO
Bachelor of Science: Biology, 2014
University of Colorado Denver - Denver, CO
This resume is created in 7 minutes.
Professional Profile
  • Experienced sales and marketing professional with 20 plus years in the retail sector
  • Built successful retail business by identifying an unmet need in the regional market
  • Implemented highly effective sales approach that emphasizes personal service, customer satisfaction and relationship building
  • Developed strong brand recognition
  • Successful, trusted real estate sales professional with over 9 years experience acutely focused on customer service
  • Expertise in sales and negotiating real estate sales contracts
Skills and Abilities
  • Goal-oriented sales professional with proven track record of success
  • Skilled Negotiator
  • Results Driven, hard-working individual
  • Quickly establishes rapport and maintains meaningful relationships
  • Excellent communication skills
  • Ability to prioritize and operate efficiently
  • Enjoys being part of a team
  • Strong work ethic
  • Entrepreneurial spirit
Marsha Marsh Real Estate Services April 2010 to Current Real Estate Professional
Erie, PA
  • Successful PA Licensed Professional consistently exceeding $1M to 3M in annual sales
  • Close 97% of all real estate sales transactions 
  • Negotiate contracts and effectively communicates with buyers, sellers, lenders, attorneys and inspectors
  • Develops, tracks and maintains clients personalized marketing plans tailored specifically to sell or purchase properties
  • Advises and informs clients on current market activities/conditions
  • Primarily focused in residential sales within Erie County
  • Specializing in luxury homes, lake properties, relocation, condominiums, move-up buyers and first time buyers
  • Listing and Buyer's Agent, Staging Specialist/Design Consultant, Real Estate Photography
  • Advertise properties utilizing multimedia outlets including multiple listing services, social media, web-based advertising and print ads

J. Francis & Co. January 1999 to July 2013 Business Owner/Manager
Erie, PA
  • Created, developed and established a highly respected retail business which grew to consistently generate six figures in annualsales
  • Identified, developed and evaluated marketing strategies based on knowledge of company objectives andmarket trends
  • Demonstrated highly proficient skills in retail ownership/management
  • Expert merchandiser created a unique customer experience that lead to increased sales
  • Fostered excellentrelationships and referrals by building trust and rapport as evidenced by significant client loyalty
  • Effectively multi-tasked/managed all aspects of day to day business operations.
  • Additional areas of expertise included interior designconsulting, trade show purchasing, print/television advertising and website design/ management
Design Refinements September 1990 to December 1998 Sales/ Marketing/ Merchandising
Erie, PA
Education and Training
Polley and Associates/ Real Estate School of PA 2018 Continuing Education Credits: Real Estate Erie, PA


PA Licensed Real Estate Agent 2009 National and State Exam: Real Estate Erie, PA
Mercyhurst University Bachelor of Arts: Business Administration Erie, PA
This resume is created in 7 minutes.

A Tax Accountant Assistant that not only has a long-term accounting learning and bookkeeping experience, but also handles many tax issues for Australians, Taiwanese and Chinese. Also has a successful history of FR and BAS claims, as well as an excellent ability to process payroll, accounts receivable, accounts payable and bank reconciliations through MYOB, Xero and Quickbook software.

  • Account reconciliations
  • Accounts payable
  • Accounts receivable
  • BAS
  • CGT
  • Data analysis
  • Estimating taxes
  • Financial statement analysis
  • Individual tax return
  • Payroll
  • Proficient in Handisoft & Xero & MYOB & Quickbook
  • Tax return filing
  • General ledger accounting
Tax Accountant Assistant - Part Time / Tax Store Pty Ltd - Brisbane, QLD 07/2018 - Current
  • Assisted small businesses and individual clients with filling out their tax forms and electronically filing their tax returns.
  • Collected detailed information and required paperwork from clients.
  • Preparing BAS
  • Preparing GST reconciliation worksheet
  • Processing payroll for small business
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Oversaw client's full accounting cycle, including compiling and analyzing data, posting and adjusting journal and ledger entries, preparing financial statements and reports and closing books.
  • Assessed accuracy, completeness and integrity of client's financial records.
Accountant - Part Time / Ramada by Wyndham Hope Harbour - Hope Harbour, QLD 11/2019 - 03/2020
  • Assessed accuracy, completeness and integrity of company financial records.
  • Performed daily accounting functions like tracking expenses, readying deposits and preparing payments.
  • Oversaw full accounting cycle, including compiling and analyzing data, posting and adjusting journal and ledger entries, preparing financial statements and reports and closing books.
Bookkeeper - Part Time / H property group - Southport, QLD 01/2018 - 03/2020
  • Processed payroll, electronic deposits and account payable.
  • Received, recorded, and banked cash, checks, and vouchers as well as reconciled all bank and credit card accounts from 2017 and 2018.
  • Gathered information and entered data into computer system.
Pre-class Mandarin Teacher - Part Time / Tongxin Chinese School - Southport, QLD 06/2016 - Current
Mandarin Teacher - Part Time / Happyland Kids Child Care Centre - Parkwood, QLD 06/2017 - 04/2018
Academic Background
Griffith University, Gold Coast Campus - - Southport, QLD, Australia 2018 Bachelor of commence: Accounting
Visa - Temporary Graduate ( Subclass 485)

Expiry date: 19 Jan 2021

This resume is created in 7 minutes.
Professional Summary

Seasoned American Health Information Management Association (AHIMA) RHIT with expertise  in Revenue Cycle Management and  Clinical Documentation Improvement. Including  20 years of experience in medical coding , billing ,and auditing , with a specialization in Fraud, Waste &  Abuse,  MS-DRG, Inpatient Acute Care, DME, Medical Necessity, Behavior Health, APC,  E/M, Home Health, Post Payment, and Workers Compensation.


AHIMA American Health Information Management  Association ( Active Member)

AAPC American Academy of Professionals (Active Member)

VHIMA Virginia Health Information Management Association (Active Member)

HFMA Health Financial Management  Association( Active Member)

  • Advanced, interpersonal, communications and written skills
  • ICD-10 (International Classification of Disease Systems) proficiency
  • MS Office Suite Advance
  • Knowledge of regulations and compliance
  • Medical Billing Auditing proficiency
Work History
Peer Review Allied Health Professional, 02/2016 to Current
MES SolutionsWoburn, Massachusetts, United States
  • Conducts Multi-patient peer reviews for post-payment audits.
  • Serves as a subject matter expert for multiple coding specialities (Behavior Health, APC, MS-DRG, Physical Therapy, Wound Care, Inpatient, Plastic Surgery, E/M). 
  • Reviews medical records and writes a rationale  decision that is clear, concise, and impartial. 
  • Provides a medical record independent second level determination based on official coding guidelines, state and federal regulations.
  • Researches, analyzes, and responds to inquiries regarding compliance, inappropriate coding, denials, and billable services.
Peer Review Appeals Professional, 03/2014 to Current
Network Medical Review Co. Ltd. & ExamWorks, Inc. IllinoisRockford, Illinois, United States
  • Audits medical charts and records for compliance with federal coding regulations and guidelines. 
  • Conducts research using  federal regulations, contract policy, standards of medical practice, contract manuals, coverage issues manuals, medical literature, and other related resources to complete an accurate and well-supported decision.
  • Provides second-level review of billing performances to ensure compliance with legal and procedural policies and to ensure optimal reimbursements while adhering to regulations prohibiting unbundling and other questionable practices.
  • Ensures strict confidentiality of medical records.
Registered Health Information Technician, CEO, 01/2010 to Current
Ashton Fitzgerald HIM Consultants LLC.Ashburn, VA
  • Conducts a Revenue Cycle Productivity and Compliance  organizational analysis to identify work-flow issues, improper billing trends, compliance issues, and to determine the overall effectiveness of an organizations operational processes
  • Investigates medical claim data and / or medical records to identify overpayments. 
  • Ensures strict confidentiality of medical records.
  •  Interacts with physicians and other patient care providers regarding billing and documentation policies, procedures, and regulations; obtains clarification of conflicting, ambiguous, or non-specific documentation.
MBA: Health Informatics , Current
Keller Graduate School of Management - Atlanta, Current GA
Bachelor of Science: Health Information Management, 2009
Devry Institute of Technology

Health Information Technology

  • Registered Health Information Technician (RHIT)
  • Certified Patient Account Representative (CPAR)
  • Certified Financial Counselor (CFC)
This resume is created in 7 minutes.
Education and Training
Portland State University 2022 Bachelor of Arts: BA: Marketing Portland, OR, United States

3.8 GPA

Wilson High School 2018 High School Diploma Portland, OR, United States

National Honors Society all 4 years (3.65)

  • Strong communication skills
  • Team oriented
  • Cheerful
  • Outgoing
  • Exceptional problem solver
  • Cooperative 
Deck Rejuvenations May 2018 to September 2018 Decking Professional
Portland, OR

Duties included deck renovation from start to finish, as well as training new hires. I was also responsible for driving the company box truck and maintaining the correct amount of supplies for upcoming jobs. 

Reference: Bill Cumby,

Subway October 2017 to May 2018 Sandwich Artist
Portland, OR

Executed all daily tasks with proficiency and served customers with a friendly attitude. Eventually assisted in training new employees on food preparation and cleaning protocol.


Reference: Amparo,

Q Restaurant and Bar April 2017 to September 2017 Food runner/ Busser
Portland, OR

Duties included, running food and drinks, setting up and clearing tables for service, and making sure customers needs were satisfied by going above and beyond the standard. 


Reference: Erin Hokland,  

Activities and Honors

4 years varsity soccer

2017 First Team All State for soccer

This resume is created in 7 minutes.
Professional Summary
Dependable employee bringing management experience and willingness to take on added responsibility to meet tight deadlines. Enthusiastic team player with a strong work ethic.
  • Loyal
  • Talented Salesperson
  • Driven
  • People-oriented
  • Excellent work ethic
  • Positive and friendly
  • Detail-oriented
  • Proficient Learner
Work History
Licensed Insurance Sales Professional 09/2016 to Current
Leisa Mansfield - State Farm Insurance Agent Sault Ste. Marie, MI
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Exceptional customer service skills and appropriate diagnostic sales techniques.
  • Finalized sales and collected necessary deposits.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Calculated quotes and educated potential clients on insurance options.
  • Followed up with customers on unresolved issues.
  • Tracked the progress of all outstanding insurance claims.
  • Calculated premiums and established payment methods for sales.
  • Advertise and mange State Farm Bank operations for the office
  • Have been sought out by other State Farm offices for advice on my personal success at sales, skills honed in a higher populated area back in Texas
  • Responsible for trianing all new employees at office
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Licensed Insurance Sales Professional 09/2015 to 08/2016
Doris Shockley - State Farm Insurance Agent Bonham, TX
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Finalized sales and collected necessary deposits.
  • Tracked the progress of all outstanding insurance claims.
  • Followed up with customers on unresolved issues.
  • Calculated quotes and educated potential clients on insurance options.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Assistant Store Manager 08/2006 to 05/2009
Shoe Department Silsbee, TX
  • Created work schedules according to sales volume and number of employees.
  • Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
  • Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events.
  • Rotated merchandise and displays to feature new products and promotions.
  • Oversaw, trained and encouraged 4 to 5 sales persons, promoting culture of efficiency and performance.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Managed all aspects of store operations, including organization, maintenance and purchasing functions.
High School Diploma 2003 Menchville High School - Newport News, VA
General Studies University of Alaska Southeast - Juneau, AK
This resume is created in 7 minutes.

Detail-oriented professional with a strong background and extensive experience in communication and client relations in various industries.  Effective skills in brainstorming, planning, and carrying out plans in various atmospheres in order to drive performance and improve team and client morale. Hands-on experience in meeting team and individual goals as well as client retention and follow up. Experience in coordinating events while in college and in professional settings. Bilingual (English/Spanish and taking french lessons) spoken and written. Dependable, open minded individual with a thirst for knowledge and ability to learn concepts rapidly.


  • Strong customer service skills
  • Client relations experience
  • Extensive sales experience
  • Excellent communication skills
  • Interpersonal Communication
  • Social Interaction
  • Bilingual (English/Spanish) with proficiency in Spanish (written/spoken) and current french lessons
  • Critical thinker
  • Experience in marketing,sales and customer service
  • Excellent research skills
  • Detail oriented
  • Microsoft Word, Excel, PowerPoint
  • Planning/coordinating
  • Team leadership
  • Professional demeanor
  • Organizational planning
  • Strong knowledge of organization morale and its importance
  • Outside of the box thinker
  • Quick to adapt
11/2014 to 01/2018
Fitness Consultant Gold's Gym San Antonio, TX

Collaborated with team of consultants, managers, and trainers in the development of fitness and sales programs, sales strategy's and execution, marketing plans, cross-business ventures, new business plans, and in-house stredegy's for new client experience programs .

10/2011 to 03/2013
Sales Professional Ralph Lauren San Antonio, TX Served as key representative of brand to determine direction of future plans for company growth, and client satisfaction. Offered customer service and advise on products. Retained high-end clientele through loyal customer service and advise. increased productivity and sales through outside of the box strategy and practices
Education and Training
Bachelor of Arts: Communication/Social Interaction University of Texas at San Antonio San Antonio, TX, United States of America
Activities and Honors

Phi Theta Kappa Honor Society




This resume is created in 7 minutes.
Professional Summary

Highly organized and detail-oriented Business Professional successful at directing change management initiatives requiring fast-paced executions. Adept at supplying thorough, organized administrative support to high level staff members. Seeking to leverage background in coordinating management meetings and project preparation into a Project Administrator role.

  • Ability to prioritize changing work demands and learn quickly
  • Familiar with Word Processing and spreadsheet applications 
  • Works well independently with minimal supervision
  • Excellent written and oral communication skills 
  • Business Leadership Experience 
  • Proficient in SAP, Microsoft Office Suites, Adobe Acrobat, PeopleSoft, Maestro, FAMIS, Canopy, Venus 1500, Tipweb, 10 Key, and Quickbooks
Work History
Proposal Administrator 1, 04/2015 to Current
Prairie View A&M University Prairie View, TX
  • Responsible for preparation of all proposal documents including proposal generations, routing and submissions 
  • Contribute to economic success by participating in the budget process
  • Conduct thorough review of financial documents for proposed transactions 
  • Defined clear targets and objectives for initials stages of various projects including Maestro & FAMIS 
  • Profile and analyze Sponsored Project Non-Payroll cost transfers for Office of Sponsored Programs and Sponsored Research Services
Tax Professional (Seasonal), 01/2014 to Current
InWorks Tax Service Cypress, TX
  • Utilize advanced tax preparation software to prepare tax returns for individuals and small businesses
  • Answer client queries regarding tax codes, appropriate deductions and credits to ensure receipt of maximum benefit permitted according to Publication 17 Federal Tax Code
  • Conduct thorough research for new tax software and select the most efficient software for tax preparation 
  • Address complex tax issues and tax deduction problems and advise against potential tax liabilities
  • Review financial records such as income statements and documentation of expenditures
  • Carry out thorough research for new tax software and select the most efficient software for the company
  • Carry out thorough research for new tax software and select the most efficient software for the company
  • Carry out thorough research for new tax software and select the most efficient software for the compan
Assistant Principal Secretary, 09/2013 to 04/2015
Peet Junior Highs School Conroe, TX
  • Handled all office duties, including phones, emails and preparation of materials for advisement 
  • Provided exceptional customer service to all administration, teachers, support staff, parents and students
  • Systematically increased office organization by developing more efficient filing/documenting system 
  • Successfully communicated with staff about decisions, changes and other relevant information on a timely basis
  • Trained, supervised and graded office aides while maintaining a cooperative office atmosphere
General Athletics Secretary, 08/2011 to 08/2013
Judson High School Converse, TX
  • Created and maintained financial records, work reports, office correspondence and athletic files correctly 
  • Maintained student activity funds for all sports including, posting of ledger and 15 subsidiary accounts, counting money to deposit, preparing check requisitions, purchase orders, and balancing monthly statements
  • Prepared team rosters, sports schedules and assigned personnel to oversee home games
  • Created job descriptions and advertisements for Athletics Human Resources
Bachelor of Science: Business Management , 2011
University of Phoenix - Houston, Texas
This resume is created in 7 minutes.

Associate Compliance Analyst interested in making a career change into the Talent Acquisition world. I have a solid background in building lasting relationships with clients.  I strive for a positive work attitude and devotion to build a positive brand for myself and Fidelity.

  • Energetic work attitude
  • Professional, outgoing and friendly
  • Team player
  • Effective communication
  • Active listening skills
  • Efficient work balance
  • Ability to meet deadlines
  • Attention to detail
Work History
Associate Compliance Analyst , 07/2017 to Current
Fidelity InvestmentsWestlake, TX
  • Create a positive brand for Fidelity when speaking to new hires.
  • Educate employees on the firm's Code Of Ethics for Personal Investing, policies, and procedures.
  • Improved manual trade entry processes on team by suggesting automation of Interactive Brokers trade feed and future trades.
  • Trained new employees joining team and performed quality check of work.
  • Volunteered for additional opportunities outside my daily responsibilities within the Ethics Policy team.
  • Produced the second highest level of metrics on team in a high volume work enviroment for the year.
  • Collaborate with team members for process improvement.
Financial Associate II, Tax Exempt Market, 04/2015 to 07/2017
Fidelity InvestmentsWestlake, TX
  • Respond to participant inquiries via inbound phone line about their tax exempt workplace plans.
  • Tailor options to participants particular situation.
  • Educate participants on plan rules and restrictions.
  • Run vendor compliance tools to determine participant eligibility for taking money from retirement accounts.
  • Assist participants in processing loan, hardship, and withdrawal transactions.
  • Meet departmental goals while assisting participants in a timely manner.
  • Respond to participants inquiries while being empathetic to their particular situation.
  • Montiored team surveys and phone calls to provide feedback on how to improve customer experience.
Owner/Photographer, 01/2009 to Current
Teresa Hart PhotographyKeller, TX
  • Build brand and lasting relationships with clients by providing professional, reliable service. 
  • Work under strict deadlines in order to meet cleint needs.
  • Manage quality communication by determining client needs and tailor my services specific to each client.
  • Provide customer support and promote product representaion to clients.
Inbound Customer Service Professional, 07/2013 to 04/2015
Wells FargoWestlake, TX
  • Surpassed expectations by providing accurate information to customers while making needs based sales and service recommendations.
  • Effectively managed a high-volume of inbound customer calls while following bank regulations and guidelines.   
  • When needed by management, provided floor coverage to answer bankers questions. 
  •   Supported team by coaching team members on sales goals and quality assurance .
Associate of Arts: General Studies, 2013
University of Maryland Asia Division - Misawa, Japan

This resume is created in 7 minutes.
Highly motivated Business Professional who thrives helping other companies and individuals meet or exceed their goals. Excellent financial reporting, budget forecasting, management and advising skills. Marketing and purchasing experience and advice.
Operations managementFluent in GermanDecisive leaderVendor relationsAccounting and finance backgroundStart-up backgroundAdaptableSales promotionsB.A. Finance/B.A. Economics from USFTrade shows
  • Took an internet retail start-up from $0 to $2.7 Million in less than 3 years.Named one of Internet Retailers Hot 100 e-railers for 2012/2013; Oompa.comSuccessfully launched the North American B2B Industrial Sales Division of Bansbach Easylift, a German gas springcompany, in 1993.
Tax Professional 02/2016 to Current
  • H & R BlockNewville, PAAfter successfully completing required H & R Block tax courses, used experience and knowledge of business, investing andtaxes to help individuals file Federal, State and Local taxes.
  • Ranked #1 among all Tax Professionals in 11 franchises in PA and MD for take rate on an add-on service with over43% of my clients opting in on the product.Counseled customers regarding products, current applicable tax credits and tax saving strategies for the future.
Product Sales Manager 03/2014 to 01/2015
Co-President & Founder 11/2006 to 10/2014 Julabug, Inc d.b.a. Oompa Toys Carlisle, PA
  • Managed the corporation in PA Applied and granted trademarks in the US and CanadaNegotiated the purchase of key assets and intellectual property of most well-known brand in our space (SpecialtyToys), Oompa.comCultivated relationships with key vendors worldwideLead the operational side of the business, including procurement, customer service, taxes, legal and logistics.
Industrial Sales Manager 05/1993 to 06/2003 M. S. Halpern & Associates & Imported FL
  • Spearheaded the start-up of an industrial sales division dedicated to engineering Bansbach gas springs into OEMapplications in North America.
  • Internal responsibilities included: Leading the marketing and sales within the territory.Organizing sales, tradeshow and procurement trips within the US, Canada and Germany.Monitoring market conditions, product innovations and competitor activity, and adjusted account sales approach toaddress latest market developments.
Business Office Manager
  • 08/2016 to CurrentLJC Properties, LLCCamp Hill, PAAs the Business Office Manager, I'm developing dynamic valuation models for multiple commercial and residentialproperties.
  • I'm also responsible for writing, maintaining, and updating leases and lease addendums.
  • I manage all theaccounting, bookkeeping and day-to-day cash flow functions for several companies.
  • Skills required for this position:Negotiation, Sales, Quickbooks, Excel and overall proficiency in Microsoft Office Suite.
Flight Systems Industrial ProductsCarlisle
  • PAManaged the launch of a new product, the Xtender Lead-Acid Battery Regenerator line.
  • The position involved advising, assisting and finalizing the exclusive distributor agreement with the Korean manufacturer.
  • Other achievements involved withthe product launch: Designing and developing a cohesive logo for brandingDesigning a tradeshow boothAttending and debuting the line at The Battery ShowNegotiating industry journal advertisingWriting and publishing unique content press releases and blog entries.
Acid, approach, bookkeeping, cash flow, content, clients, customer service, Designing, Economics, Finance, intellectual property, Korean, legal, logistics, logo, market, marketing and sales, Excel, Microsoft Office Suite, Negotiation, Office Manager, Organizing, press releases, procurement, Quickbooks, Sales, Tax, taxes, unique, valuation