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Delois Yates
2240 Peachtree Rd. NE Apt.812
Atlanta, College GA 30349
deloisyates1203@yahoo.com
404-397-9742
QUALIFICATION SUMMARY:
• Ten years experience in individual and small business fed/state tax preparation.
• Cash balancing of customer accounts
• Experience in payroll
• Executive customer service
• Enforced company policies, procedures and compliances
• A/R, A/P, Profit & Loss, All Financial Statements
• Extensive Externship at leasing company
EDUCATION:
2010 Cum Laude Graduate of Interactive College of Technology
Accounting and Automated Systems Diploma (3.67 GPA)Key Courses Completed:
• Accounting I,II,III (3.0)
• Quickbooks Accounting (4.0)
• Peachtree Accounting (4.0)
Delois Yates
2240 Peachtree Rd. NE Apt.812
Atlanta, College GA 30349
deloisyates1203@yahoo.com
404-397-9742
EXPERIENCE:
2000 - 2009 Jackson Hewitt Tax Service
Assistant Office Supervisor
• Prepared income tax return forms for individual and small businesses with
accuracy in accordance with current tax laws.
• Calculated form preparation fees according to complexity of return and amount of
time required to prepare forms.
• Ensured precise account of documents in paper files for the purpose IRS auditing.
• Accounted for office employee’s clock in time and notification of any payroll
adjustments.
• Monitored the status of returns and execute daily reports.
• Generate checks as A/P to clients.
• Managed and deposit A/R cash into company account on daily basis.
Lead Tax-preparer
• Correctly handle confidential data input of customer’s personal information.
• Review financial records and documentation to determine forms needed to prepare return.
• Interview clients to obtain addition information for deductible expenses and
allowances.
• Verify totals on forms prepared by others to detect arithmetic or procedure errors.
• Compute taxes using a ten-key calculator or automated system.