Experience

• 

  Jackson Hewitt

  • Tulsa, Oklahoma Area

  • Tax Preparer

    • Jan 2017 - Present
    • Tulsa, Oklahoma Area

• 

  Guardian Security Systems

  • Tulsa, Oklahoma Area

  • Accounting Clerk

    • Jul 2015 - Apr 2017
    • Tulsa, Oklahoma Area

    My responsibilities include* reconciliation of two bank accounts* review of monthly employee insurance census and rates* update annual licenses required for business operation* review and update customer addresses per returned mail

• 

  Gloria Ross

  • Tulsa, OK and surrounding area

  • Consultant

    • Jun 2012 - Dec 2016
    • Tulsa, OK and surrounding area

    Starting my own business to consult and support seniors with challenges in their personal finances. Work to eliminate overdraft charges and insufficient fund fees from banks. Create budgets to make the most of monthly income and keep all payments current.

• 

  Liberty Tax

  • Tulsa, OK

  • Tax Preparer

    • Jan 2014 - Apr 2016
    • Tulsa, OK

    Seasonal work in the first quarter of 2014, 2015, 2016Interview tax clients gathering pertinent filing, income and deduction info; Enter data into tax software completing federal and state returns; Office Mgr hire/fire employees, write schedules, open and close store along with printing refund checks and notifying clients for convenient distribution times; Review IRS tax filing info, prepare handouts and teach training classes before tax season; Study tax info and pass test satisfying IRS continuing education credit requirements

• 

  Austins Accounting, PC

  • Tulsa, Oklahoma Area

  • Tax Preparer

    • Dec 2013 - Apr 2014
    • Tulsa, Oklahoma Area

    Perform preliminary data entry on 2012 tax returns for individual & corp federal & state filings; Perform bookkeeping to input monthly data, sales, income & expenses from bank statements, expenditure receipts & daily sales reports

• 

  Tulsa, OK

  • Tulsa, Oklahoma

  • Tax Return Preparer

    • Jan 2012 - Apr 2012
    • Tulsa, Oklahoma

    Worked for Jackson Hewitt interviewing clients, data entry and preparing individual Form 1040s. Had responsiblities opening and closing office, running daily reports and client contact.

• 

  GF Services, LLC

  • Owner

    • Nov 2004 - Dec 2011

    Focus on client relationships, monthly cafeteria plan processing, reimbursing medical, dental and vision expenses, annual DOL reporting and verifying compliance status of cafeteria plans.

• 

  McKay's Church Goods

  • Oakwood Village, OH

  • Cashier/ Store clerk

    • Jan 2007 - May 2010
    • Oakwood Village, OH

    Assist customers with merchandise selection; Cash count and verification; Prepare and pack merchandise for UPS shipping.

• 

  Noble Consulting, Inc.

  • Benefits Consultant

    • Oct 1993 - Oct 2004

    Administered retirement and cafeteria plans for small to medium-sized companies; Contacted clients providing info, answering questions and enhancing business relationships; Consulted with clients designing and amending retirement or cafeteria plan documents; Conducted employee communications meetings educating participants and encouraging participation in 401(k) and cafeteria plans; Communicated options and elections for terminated participants informing them of their rights and obligations to completely and accurately execute distribution forms; Interviewed administration candidates screening them as potential employees; Trained new administrators and support staff emphasizing proper procedures and accurate production; Researched health/dental programs maximizing benefits to Noble-Davis' employees and controlling premium cost for the company; Reviewed health claims for Noble-Davis and client firms issuing reimbursements for cafeteria plan participants; Consistently met production goals and deadlines satisfying Noble-Davis standard and securing client goodwill.

• 

  EBC of OH (no longer in business)

  • Warrensville Hts, OH

  • COBRA administrator/ Accounting Asst.

    • Jul 1991 - Sep 1993
    • Warrensville Hts, OH

    Administer COBRA benefits for 80+ companies; Gather info for analytical comparision of premiums and claims paid.

• 

  National City Bank ( now PNC)

  • Woodmere, OH

  • Teller

    • Aug 1988 - Jul 1991
    • Woodmere, OH

    Customer service; Cash transactions; Reconcile cash at day's end; Suggest bank products to better serve customers.