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Badgett And Picard Tax & Financial Services - Office Manager Resume Example

Audrey Patterson
X X XXX XXX, Dayton, TX 77535
Professional Summary

Responsible tax professional, proficient in preparation of tax documents and assisting financial clients with their needs. Passionate and motivated, with a drive for excellence. Twelve years in tax preparation and eight years as a financial assistant.

  • Proven leader
  • Self motivated
  • Excellent customer relations
  • Detail oriented
  • Good organizational skills
  • Good employee motivator
Office Manager Mar 2014Present Badgett and Picard Tax & Financial Services Baytown, Tx
  • Monitor the facility to ensure that it remains safe, secure, and well-maintained.
  • Acquire, distribute and store supplies.
  • Teach procedures to staff.
  • Analyze internal processes and recommend and implement procedural or policy changes to improve operations, such as supply changes or the disposal of records.
Financial Assistant Aug 2007Mar 2014 Badgett Tax & Financial Services Baytown, TX
  • Contact applicants to resolve questions about applications or to assist with completion of paperwork.
  • Maintain and review account records, updating and recategorizing them according to status changes.
  • Open accounts for clients and disburse funds from clients' accounts.
Tax Professional Dec 2001Feb 2014 Badgett Tax & Financial Seervices Baytown, Tx
  • Manage staff, distribute work schedules and assign specific duties.
  • Determine staffing requirements, and interview, train new employees, or oversee those personnel processes.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Bachelor of Science : Applied Management May 2015 Brigham Young University-Idaho Rexburg, ID
Associate of Applied Science : Business Management Apr 2005 Lee College Baytown, TX
Associate of Applied Science : Accounting May 2004 Lee College Baytown, TX
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Resume Details

This is a real resume for a Office Manager in Dayton, Texas with experience working for such companies as Badgett And Picard Tax & Financial Services, Badgett Tax & Financial Services, Badgett Tax & Financial Seervices. This is one of the hundreds of Office Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Office Manager resume.

Previous Companies:

  • Badgett and Picard Tax & Financial Services
  • Badgett Tax & Financial Services
  • Badgett Tax & Financial Seervices

Previous Job Positions:

  • Office Manager
  • Financial Assistant
  • Tax Professional


  • Brigham Young University-Idaho
  • Lee College

Level of Education:

  • Bachelor of Science
  • Associate of Applied Science

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