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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)

ADDITIONAL CERTIFICATIONS AND SKILLS:


• Certified in Microsoft Excel and Word 2003
• Basic I- III Income Tax Preparation Certificate
• Personal recognition for successful audit of tax office by Co. Auditor
• Business Organization/Principals of Managements (classes)
• Proficient in the use of All Office Equipment

REFERENCES UPON REQUEST


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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.

2010 – present Soltani Inc.


Leasing Office Assistant
• Post A/R and add charges to resident ledger accounts
• Monitor utility accounts for verification of resident’s or company’s liabilities.
• Obtaining leasing information from prospects & documented for purpose of
aiding Leasing Consultant.
• Screening of applicants Criminal/Credit background thru a secured web site.
• Automated generate & close out of service request. Follow-up of resident
maintenance requests thru phones call to residents.
• Generate fax to obtain Rental/Employment History verification.
• Update/edit residents contact information thru letters and automated system.

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