Tarra McClure
Caldwell
Summary
Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch the next phase of my career. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Licensed Tax Preparer
H & R Block Tax Group
The Dalles
01.2023 - 04.2023
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Finalized and processed paperwork with local, state and federal government authorities.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Implemented tax reduction strategies to analyze and minimize tax liabilities.
- Produced US and state income, gift tax and estate tax returns for individuals.
- Analyzed unaudited financial statements to determine adjustments for accurate tax treatment.
- Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
- Produced tax returns weekly to boost firms' filing process.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used tax form instructions and tables to complete tax forms.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Computed taxes owed or overpaid for clients.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Calculated form preparation fees according to return complexity and processing time required.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Executive Kitchen Manager/Chef
Summer Homes
The Dalles
07.2022 - 10.2022
- Oversaw meal preparation and monitored food handling to encourage safety.
- Implemented surface and equipment schedules and standards to maintain clean, neat and sanitized kitchen.
- Received, organized and rotated paper goods and food ingredients.
- Worked with vendors to establish strong relationships and maintain proper inventory supplies.
- Kept kitchen equipment properly functioning by following manufacturer's operating instructions and educating staff on proper use.
- Utilized various preparation and cooking methods to create menu items in accordance with recipes.
- Planned kitchen staff schedules to maximize coverage and encourage collaboration.
- Maintained budgeted food costs using tools within inventory management system.
- Developed and implemented strategies to enhance team performance, improve processes and boost results.
- Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality.
- Oversaw food preparation, production and presentation according to quality standards.
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
- Oversaw inventory and ordered ingredients to restock freezers, fridges and pantry.
- Inspected restrooms and dining and serving areas to foster cleanliness and proper setup.
Billing Specialist
Idaho Vision Care Association
Meridian
08.2021 - 07.2022
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Posted Daily charges to patient accounts for services rendered.
- Worked effectively with medical payers such as Blue Cross, Aetna, Pacific Source and AARP, to obtain timely and accurate payments.
- Submitted claims to insurance companies and researched and resolved denials and explanations of benefit rejections.
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
- Investigated and resolved issues to maintain billing accuracy.
- Contacted insurance providers to verify insurance information and obtain billing authorization.
Cashier
ALBERTSONS LLC (Albertsons)
Meridian
01.2019 - 04.2022
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Assisted and average of 150 customers, daily.
- Accepted cash and credit card payments, issued receipts and provided change.
- Answered customer questions and provided store information.
- Collected payments and provided accurate change.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Helped customers find specific products, answered questions and offered product advice.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Preserved appearance of store by arranging and replenishing displays and merchandise racks.
- Helped with purchases and signed customers up for rewards program.
- Discounted purchases by scanning and redeeming coupons.
- Verified customer age requirement for alcohol or tobacco purchases.
- Used suggestive selling techniques to promote add-on sales.
Receptionist
Northwest & Ewing Animal Hospitals
Boise
06.2018 - 12.2018
- Opening and closing office
- Answer phones professionally
- Schedule patients to maximize office flow.
- Maintaining exam rooms and office cleanliness
- Confirmed appointments, communicated with clients and updated client records.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Established updated patient accounts for hospital merger.
- Managed multiple tasks and met time-sensitive deadlines
Residential Sales/Commercial Account Specialist
TruGreen Lawn Care
Meridian
01.2014 - 06.2018
- Door To Door Residential Lawn Care Sales
- Renewal of Commercial Contracts and Up-Sales
- Answer phones professionally
- Schedule All Commercial Services for Treasure Valley area
- Call clients for appointment reminders and 14 Day Service Follow-ups
- Able to calculate and receive payments
- Filing
- Set up new customer accounts and updated existing profiles with latest information.
- Adhered to standards of quality and service as well as all compliance requirements.
- Reviewed account activity to assess financial status and evaluate discrepancies
- Established accounts for new customers and updated existing accounts with current demographic and order information.
- Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
- Received, prioritized and responded to multiple points of customer communication.
- Handled spirited customer conversations and alleviated disputes using appropriate communication skills and conflict resolution techniques.
Seasonal Associate
Macy’s
Boise
11.2015 - 01.2016
- Balancing till
- Upsell and Run Credit Applications
- Answer phones professionally
- Cashier- Processed Sales and Returns
- Merchandise- Organize and reset displays
- Worked varied hours to meet seasonal and business needs
- Greeted customers and offered assistance for increased customer satisfaction
Manager
Title Cash
Nampa, Meridian
01.2012 - 10.2013
- Opening and closing office
- Answer phones professionally
- Generate new Checking and Title Loans.
- Distribute advertising materials to generate new business.
- Repossess Vehicles on unpaid loans.
- Maintaining office cleanliness
- Able to calculate and receive payments
- On-boarding of new employees with training and new hire documentation.
- Accomplished multiple tasks within established time frames.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals
- Exercised good judgment and decision-making in escalating concerns and resolving issues.
- Developed and implemented appropriate plans to resolve unfavorable trends and enhance sales.
- Entered time and attendance logs in preparation for payroll.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Premier Banker
Wells Fargo, Banker
Boise
12.2009 - 05.2011
- Premier Account Service, $10,000 plus customers
- Answer questions & Educate Customers, Up-sell other banking and investment products
- Followed up with customers about resolved issues to maintain high standards of customer service
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Processed customer adjustments to maintain financial accounts
- Updated account information to maintain customer records
- Answered customer telephone calls promptly to avoid on-hold wait times
- Offered advice and assistance to customers, paying attention to special needs or wants
- Responded to customer requests for products, services and company information
Agent, Sales Manager, Territory Manager
Combined Insurance Company Of America
Treasure Valley, Magic Valley
03.2003 - 11.2009
- Door to Door and Business to Business Sales.
- Manage Teams of 2 to 11 Agents
- Renew current policies, Upsell existing customers
- Answer questions & Educate Customers
- File Claims
- Interviewing, Hiring, and training New Agents
- Daily Team Meetings
- Weekly Check in and Payroll processing
- Quoted prices and terms to prepare sales contracts.
- Organized and coordinated meetings and conference calls with various individuals.
- Increased company policyholders and premiums by 10%.
Education
Associate of Arts - Accounting
University of Phoenix
Meridian, ID04.2011
Skills
- Organized
- Self Motivated
- Communication
- Calculating Deductions
- Special Projects
- Customer Needs Assessments
- Service Quality
- Due Diligence
- Territory Growth
- Confidential Records Management
- Account and Ledger Reconciliations
- Account Investigations
- Records organization and review
- Research/Due Diligence
- High Accuracy
- Exemptions Expertise
- Tax Advising
- Individual Returns Preparation
- Deductions Understanding
- Tax Strategy Implementation
- Tax Liability Management
- Benefits Documentation
- Client Tax Services
- Verbal and Written Communication
- Microsoft Office
- Time Management
- Customer Service
- Data Entry
- Client Invoicing
- Problem-Solving
- Detail-Oriented
- Critical Thinking
- Client Records Review
- Problem Solving
- Deductible Expense Identification
- Intuit QuickBooks
- Atypical Return Processing
- Decision Making
- Client Interviews
- Error Detection
- Appointment Scheduling
- Individual Tax Returns
- Small Business Tax Returns
- Relationship Building
Languages
English
Full Professional
Accomplishments
- TruGreen : Top Gun Award, TruComplete Award
- Combined Insurance: Mark of the Organization Award
- Combined Insurance: $15,000 Bonus for Exceeding the Pacific Northwest sales production quotas for 5 straight quarters, completing with the highest overall policyholder and premium increase in the Pacific Northwest.
Certification
- Certified Tax Preparer, H&R Block - 2023
Timeline
Licensed Tax Preparer
H & R Block Tax Group
01.2023 - 04.2023
Executive Kitchen Manager/Chef
Summer Homes
07.2022 - 10.2022
Billing Specialist
Idaho Vision Care Association
08.2021 - 07.2022
Cashier
ALBERTSONS LLC (Albertsons)
01.2019 - 04.2022
Receptionist
Northwest & Ewing Animal Hospitals
06.2018 - 12.2018
Seasonal Associate
Macy’s
11.2015 - 01.2016
Residential Sales/Commercial Account Specialist
TruGreen Lawn Care
01.2014 - 06.2018
Manager
Title Cash
01.2012 - 10.2013
Premier Banker
Wells Fargo, Banker
12.2009 - 05.2011
Agent, Sales Manager, Territory Manager
Combined Insurance Company Of America
03.2003 - 11.2009
Associate of Arts - Accounting
University of Phoenix