Patti Jakoubek
Volunteer Income Tax Preparer/Intake Specialist at United Way of East Central Iowa- Claim this Profile
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Bio
Greg Harvey
Patti brings a no-nonsense approach to getting business done especially in her roles where she provides process leadership for our I/O capture efforts for the Fusion flight deck. I also know she is able to communicate clearly to the stakeholders and convince them to support her and each other in getting things like peer reviews completed so that the spirit of the process is also met. Consistent, effective results.
Elaine Rudolphi
Patti comes highly recommended. She has a superb work ethic and possesses outstanding customer service skills. She is a logical thinker who will get the results you are seeking.
Greg Harvey
Patti brings a no-nonsense approach to getting business done especially in her roles where she provides process leadership for our I/O capture efforts for the Fusion flight deck. I also know she is able to communicate clearly to the stakeholders and convince them to support her and each other in getting things like peer reviews completed so that the spirit of the process is also met. Consistent, effective results.
Elaine Rudolphi
Patti comes highly recommended. She has a superb work ethic and possesses outstanding customer service skills. She is a logical thinker who will get the results you are seeking.
Greg Harvey
Patti brings a no-nonsense approach to getting business done especially in her roles where she provides process leadership for our I/O capture efforts for the Fusion flight deck. I also know she is able to communicate clearly to the stakeholders and convince them to support her and each other in getting things like peer reviews completed so that the spirit of the process is also met. Consistent, effective results.
Elaine Rudolphi
Patti comes highly recommended. She has a superb work ethic and possesses outstanding customer service skills. She is a logical thinker who will get the results you are seeking.
Greg Harvey
Patti brings a no-nonsense approach to getting business done especially in her roles where she provides process leadership for our I/O capture efforts for the Fusion flight deck. I also know she is able to communicate clearly to the stakeholders and convince them to support her and each other in getting things like peer reviews completed so that the spirit of the process is also met. Consistent, effective results.
Elaine Rudolphi
Patti comes highly recommended. She has a superb work ethic and possesses outstanding customer service skills. She is a logical thinker who will get the results you are seeking.
Experience
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United Way of East Central Iowa
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United States
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Non-profit Organizations
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1 - 100 Employee
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Volunteer Income Tax Preparer/Intake Specialist
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Jan 2020 - Present
Through the Volunteer Income Tax Assistance (VITA) program available through the IRS, helped low income and disabled individuals and family with interviews for financial history in order to prepare income tax returns. Also completed income tax preparation in web-based Taxslayer Pro software and explained results to clients upon return of their information. Through the Volunteer Income Tax Assistance (VITA) program available through the IRS, helped low income and disabled individuals and family with interviews for financial history in order to prepare income tax returns. Also completed income tax preparation in web-based Taxslayer Pro software and explained results to clients upon return of their information.
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Marion Independent School District
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Primary and Secondary Education
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100 - 200 Employee
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Volunteer Reading Facilitator
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Sep 2014 - Present
Work one-on-one with 3rd grade students to improve reading proficiency. Goals included helping students to reach reading proficiency benchmarks prior to school year end. Work one-on-one with 3rd grade students to improve reading proficiency. Goals included helping students to reach reading proficiency benchmarks prior to school year end.
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Chorale Midwest
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Cedar Rapids, Iowa, United States
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Volunteer Treasurer
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Jul 2019 - Jun 2022
- Maintained bank accounts, budgets, and financial forecasts. - Billed and tracked payment of member dues, and ticket sales. - Processed ticket purchases via credit card through web site. - Maintained donor database, including mailing donor tax letters for 501(c)3 organization. - Created and updated annual budget projections. - Paid contract personnel and processed required W-9 forms for tax purposes. - Maintained calendar and credit card payment options on website for group.
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Collins Aerospace
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United States
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Sr. Process Analyst
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Jul 2019 - Dec 2019
Reviewed work for compliance to processes and procedures. Provided feedback and assistance in navigating processes to engage customer early and reduce quality escapes, requiring extreme attention to detail, continuous learning and improvement. Volunteered to become quality focal for CS System Tools, and financial coordinator for contract bidding and financial forecasting.
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Process Analyst
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Nov 2018 - Jul 2019
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Rockwell Collins
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United States
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Process Analyst
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May 2014 - Nov 2018
Reviewed work for compliance to processes and procedures. Provided feedback and assistance in navigating processes to engage customer early and reduce quality escapes, requiring extreme attention to detail, continuous learning and improvement. Volunteered to become quality focal for CS System Tools, and financial coordinator for contract bidding and financial forecasting.
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Software Technician
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Jun 2013 - May 2014
As a member of the Avionics Data Integration team, support Commercial Systems, Air Transport and Government Systems programs with work packages, process training and facilitation, and configuration management. Use multiple commercially available and internally developed software tools for information extraction and reporting. Assist in tracking and coordinating release and revision of product and product development documentation. Regularly research issues and help solve problems with engineering staff, with an eye toward streamlining and lean initiatives.
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Engineering Project Specialist
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Sep 2010 - Jun 2013
As a member of the Avionics Data Integration team, support all Commercial Systems programs with work packages, process training and facilitation, and configuration management. Use multiple commercially available and internally developed software tools for information extraction and reporting. Assist in tracking and coordinating release and revision of product and product development documentation. Regularly research issues and help solve problems with engineering staff. Interface with both internal and external customers.
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Engineering Project Specialist @ Rockwell Collins
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Mar 2010 - Sep 2010
Assist in tracking of project schedule, action items and milestone performance. Report regularly on the status of projects. Use multiple software tools for reporting and information extraction. Assist in tracking and coordinating release and revision of product and product development documentation. Regularly research issues and help solve problems with engineering staff. Interface with both internal and external customers. Assist in tracking of project schedule, action items and milestone performance. Report regularly on the status of projects. Use multiple software tools for reporting and information extraction. Assist in tracking and coordinating release and revision of product and product development documentation. Regularly research issues and help solve problems with engineering staff. Interface with both internal and external customers.
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Kelly
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United States
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Staffing and Recruiting
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700 & Above Employee
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Administrative Assistant/Office Manager @ Alliant Energy
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Feb 2009 - Feb 2010
Position supporting engineers and technical personnel. Various tasks including but not limited to: scheduling and taking notes at meetings, preparing agendas and newsletters, researching, database management, working on documents and spreadsheets. Position supporting engineers and technical personnel. Various tasks including but not limited to: scheduling and taking notes at meetings, preparing agendas and newsletters, researching, database management, working on documents and spreadsheets.
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Accounting Intern
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2010 - 2010
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The Adecco Group
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Switzerland
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Human Resources Services
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700 & Above Employee
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Workforce Management Specialist @ Toyota Financial Services
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Jun 2008 - Feb 2009
Process schedule changes to match forecasting levels for call center for appropriate staffing levels. Plan daily meetings, maintain planner, complete data entry. Manage rapidly changing tasks and multiple priorities. Process schedule changes to match forecasting levels for call center for appropriate staffing levels. Plan daily meetings, maintain planner, complete data entry. Manage rapidly changing tasks and multiple priorities.
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Robert Half
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United States
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Staffing and Recruiting
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700 & Above Employee
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Price Guide Analyst @ Intermec
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Aug 2007 - Jan 2008
Using Excel, Access, SAP email and phone, update price catalog monthly and load product pricing in SAP. Work under Sarbanes-Oxley (SOX) for pricing approvals. Using Excel, Access, SAP email and phone, update price catalog monthly and load product pricing in SAP. Work under Sarbanes-Oxley (SOX) for pricing approvals.
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Web Trainer/HTML Developer
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Jan 2007 - Apr 2007
Responsible for training customers on Windows Operating Systems, email configuration, and proprietary software for e-commerce web sites using phone and internet-based meeting tools. Build and support client web sites, using various web development tools. Responsible for training customers on Windows Operating Systems, email configuration, and proprietary software for e-commerce web sites using phone and internet-based meeting tools. Build and support client web sites, using various web development tools.
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PMX Industries, Inc.
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United States
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Mining
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100 - 200 Employee
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Document Control Specialist
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Sep 2006 - Jan 2007
Responsible for development, implementation, maintenance and improvement of document control system in compliance with ISO 9001:2000 standards, using electronic and hard copy media. Received Blue Chip Recognition for outstanding customer service and going above and beyond normal duties. Responsible for development, implementation, maintenance and improvement of document control system in compliance with ISO 9001:2000 standards, using electronic and hard copy media. Received Blue Chip Recognition for outstanding customer service and going above and beyond normal duties.
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Liberty Tax
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United States
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Accounting
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700 & Above Employee
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Trainer, Store Manager, Tax Preparer
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Jan 2004 - Jan 2007
Led 15 hour class for new preparers. Trained employees in policies and procedures, customer service, tax software, and tax law. Processed returns electronically filed with the IRS. Scheduled store employees, handled customer complaints, bank deposits, monthly reconciliations, human resources, and preparation and data entry of tax returns as needed while working under extreme pressure and having fun doing it. Led 15 hour class for new preparers. Trained employees in policies and procedures, customer service, tax software, and tax law. Processed returns electronically filed with the IRS. Scheduled store employees, handled customer complaints, bank deposits, monthly reconciliations, human resources, and preparation and data entry of tax returns as needed while working under extreme pressure and having fun doing it.
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Computer Instructor
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May 2004 - Dec 2004
Teach courses in Microsoft Office 2002, Microsoft Windows XP, and Internet Technology. Teach courses in Microsoft Office 2002, Microsoft Windows XP, and Internet Technology.
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President
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Mar 2000 - Dec 2004
Provided information technology training and consulting services to businesses and educational facilities, including web site design and maintenance. Responsible for all accounting functions, including accounts payable and receivable. Provided information technology training and consulting services to businesses and educational facilities, including web site design and maintenance. Responsible for all accounting functions, including accounts payable and receivable.
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Kaplan University
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United States
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Higher Education
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700 & Above Employee
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Information Technology Instructor
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Jan 1998 - Jan 2000
Taught courses in Microsoft Office, Internet Technology, Web Design, and Computer Networking and Troubleshooting. Taught courses in Microsoft Office, Internet Technology, Web Design, and Computer Networking and Troubleshooting.
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Technology Coordinator
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1996 - 1998
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Alliant Energy
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United States
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Utilities
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700 & Above Employee
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Licensing Assistant
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1990 - 1995
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Education
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Coe College
Bachelor of Music in Education, Music Education -
Hamilton College
MCP, Microsoft Certified Systems Engineer -
Marion High School