Summary
Overview
Work History
Education
Skills
Timeline
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Kelly Nance

Newnan

Summary

Dynamic tax preparer with extensive experience at JP Enterprises, adept at preparing multi-state tax returns and ensuring compliance with tax laws. Proven ability to enhance client communication and streamline bookkeeping processes, resulting in improved financial accuracy and client satisfaction. Strong organizational skills and a commitment to excellence drive successful outcomes.

Overview

8
8
years of professional experience

Work History

Tax Preparer

JP Enterprises
04.2025 - Current
  • Prepared and filed federal and state tax returns for individual clients.
  • Reviewed financial documents to ensure compliance with IRS regulations.
  • Assisted clients in understanding tax forms and deductions available.
  • Conducted thorough data entry using tax preparation software for accuracy.

Bookkeeper

JP Enterprises
04.2024 - Current
  • Maintained accurate financial records using accounting software.
  • Assisted in reconciling bank statements to ensure accuracy.
  • Supported preparation of monthly financial reports for management review.
  • Processed invoices and payments efficiently to maintain cash flow.
  • Organized and filed financial documents for easy retrieval and audit purposes.
  • Collaborated with team members to streamline bookkeeping processes.
  • Adapted quickly to new software tools essential for bookkeeping tasks.
  • Maintained and processed invoices, deposits, and money logs.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Reconciled and corrected issues with financial records.
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization.
  • Completed tax forms in compliance with legal regulations.
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.

Wait Staff Member

Fat Cow
02.2023 - 06.2023
  • Provided exceptional customer service, ensuring a positive dining experience for all guests.
  • Assisted in training new staff on restaurant procedures and best practices.
  • Collaborated with kitchen staff to coordinate timely meal delivery and special requests.
  • Maintained cleanliness and organization of dining area, enhancing overall guest satisfaction.

Assistant Manager

Hot Grill
03.2019 - 02.2020
  • Supervised daily operations to ensure efficiency and quality service.
  • Trained and mentored staff on customer service best practices.
  • Managed inventory levels, optimizing stock availability and reducing waste.
  • Developed schedules to enhance team productivity during peak hours.
  • Resolved customer complaints effectively, enhancing overall satisfaction ratings.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.

Office Manager

Higginbotham
02.2017 - 06.2018
  • Coordinated office operations to ensure efficient workflow and communication among departments.
  • Managed scheduling and calendar for executive leadership, optimizing time management.
  • Implemented office supply inventory system, reducing costs through efficient resource management.
  • Trained new employees on office procedures and software systems for seamless onboarding.
  • Resolved vendor issues promptly, maintaining positive relationships with service providers for operational support.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.

Education

Central High School
Central, Tx
05.2000

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Bookkeeping
  • Tax return preparation
  • Client communication
  • Data inputting
  • Relationship building
  • Data gathering
  • Verbal/written communication
  • Tax law knowledge
  • Sales tax filing
  • Financial statements
  • Account reconciliation
  • Financial statement review
  • Tax reporting
  • Filing system management
  • Multi-state tax filing

Timeline

Tax Preparer

JP Enterprises
04.2025 - Current

Bookkeeper

JP Enterprises
04.2024 - Current

Wait Staff Member

Fat Cow
02.2023 - 06.2023

Assistant Manager

Hot Grill
03.2019 - 02.2020

Office Manager

Higginbotham
02.2017 - 06.2018

Central High School

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Kelly Nance