Mathew Anderson - Territory Manager Resume Simple
SUMMARY
A highly motivated and results-oriented professional with over 10 years of experience in the financial services industry. I am a self-starter, and a team player who is attentive to detail.
SKILLS
  • tax returns, tax
  • spss, modeling, lotus notes, computer skills, tax returns, reporting, proseries, computer, cost point, office, clients, microsoft office, microsoft, tax, sap
WORK EXPERIENCES
  • 2017-12-262017-12-26

    Territory Manager

    Tektronix

    • Prepared and reviewed tax returns for individuals, partnerships, trusts, and non-profit organizations. Provided assistance to clients.
    • Prepared monthly financial statements and supporting schedules for the Board of Directors. Managed the annual budget process and worked with the IT department to develop a new chart of accounts.
    • Created a new process to track and report on the company‚Äôs financial standing. The result was a significant reduction in the number of errors.
    • Managed the daily activities of the department of the company, including the preparation of the annual budget. Assisted in the preparation of the annual budget.
  • 2017-12-262017-12-26

    Tax Intern

    The Jacobson Group

    • Used computer skills to create and maintain Microsoft PowerPoint presentations for the client. Assisted in the preparation of the quarterly and annual returns.
    • Created and maintained Microsoft PowerPoint presentations for the client to ensure the accuracy of the data. The report was used by the team to ensure that the information is accurate and up to date.
    • Prepared and reviewed client documents and reporting using MS Word, PowerPoint, and Outlook. Prepared and delivered presentations to the client.
    • Prepared and reviewed tax returns using Corptax, CCH, and MS office. Created and maintained a client base.
    • Utilized MS PowerPoint to create and maintain client files and records. This included the preparation of the returns and the accompanying schedules.
    • Assisted in the preparation of client information using MS PowerPoint and Adobe... Prepared and delivered presentations to the client.

 PayMaster, Inc. 

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