Romonia Barnes
Tax Preparer
San Augustine
Summary
Focused Tax Preparer Specialist conducting face-to-face tax interviews. Collecting personal information and maintaining confidentiality. Greeting clients with an uplifted spirit to help ease the burden of the process. History of going above and beyond to exceed expectations.
Overview
1
1
year of post-secondary education
26
26
years of professional experience
Work History
Small Business Owner/Tax Professional
Finesse Marketing Formerly BARNES Printing, Etc.
2002-11 - Current
- Prepared tax returns, extensions, tax planning calculations and write-ups for individuals.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Completed and filed returns with tax departments at local, state and federal levels.
- Provided elite customer service to customers by resolving escalated problems and calmly responding to shifting priorities.
- Promoted business via social media to generate leads and maximize brand identity.
Office Manager/Tax Professional
Jackson Hewitt Tax Service
2019-01 - 2020-04
- Provided information about available products and services, including Rapid Refund Loans and Tax Reform services, to clients, resulting in increased business opportunities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Utilized modern tax software (Profiler) to prepare businesses and individual's returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared tax returns, extensions, tax planning calculations and write-ups for over 30 entities and over 100 individuals.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
Executive Assistant to Chief Executive Officer
Jennings Place, Inc
2011-07 - 2016-12
- Used QuickBooks to produce daily reports, monthly invoices and other deliverables.
- Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
- Worked collaboratively with auditors throughout reviews, offering assistance and clerical support.
- Created daily and monthly expense reports, budgets and filing systems.
- Supported human resources department in annual employee review process to manage performance merit increases.
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency by 20%.
Secretary to Chief of Police
San Augustine Police Department
2004-01 - 2005-09
- Answered calls from citizens and business owners for help in critical and non-critical situations and emergencies.
- Accompanied Chief of Police during shift to evaluate performance and resolve any incorrect behaviors, processed payroll, and conducted criminal background investigations.
- Engaged with local individuals and community leaders at City Council Meetings and other events to discuss ways to reduce crime.
- Liaised with local, state and federal regulatory agencies to streamline grant completions.
- Dispatched to officers immanent incidents and accidents requiring assistance and aid.
- Effectively rolled out new systems for criminal prosecutorial case logs, crime reports, investigations, suspect records and operational agendas, resulting in strengthened traceability.
- Devised, deployed and monitored processes to boost long-term business success and increase profit levels 30%.
Education
Certificate - Office Technology
Angelina Junior College
1991-09 - 1992-05
Skills
Time Management
Notary Public
Microsoft Office Specialist (MOS) Expert
Office Systems Management
Office Supplies Inventory Management
Office Management Technologies
Opening And Closing Offices
Office Administration
Billing Specialist
Tax Specialist
Business intelligence
Professional networking
Friendly and professional communications
Self-motivated professional
Customer service professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Office Manager/Tax Professional
Jackson Hewitt Tax Service
2019-01 - 2020-04
Executive Assistant to Chief Executive Officer
Jennings Place, Inc
2011-07 - 2016-12
Secretary to Chief of Police
San Augustine Police Department
2004-01 - 2005-09
Small Business Owner/Tax Professional
Finesse Marketing Formerly BARNES Printing, Etc.
2002-11 - Current
Certificate - Office Technology
Angelina Junior College
1991-09 - 1992-05