Jessica Aldulaimi

WORK HISTORY

EDUCATION

SKILLS

ABOUT JESSICA ALDULAIMI

Accomplishments & Areas of Focus:• Preparation of corporate, partnership, individual, pension, gift-tax, and trust income tax returns, as well as payroll and transaction privilege tax returns• Preparation of extensive corporate and individual income tax projections and calculations• Income tax planning meetings with clients to discuss income tax projections and specific client goals• Continuous interaction with clients and their support team of financial advisors, estate planners, corporate attorneys, actuaries and internal bookkeepers • Preparation of financial statements • Review of income tax returns, workpapers and financial statements of co-workers• Responsible for corresponding with potential clients for generation of new business• Sole coordinator of in house seminar for purposes of networking and business development• Designed and developed several successful internal procedures including individual work paper index, prospective client inquiry sheets, new corporate client organization checklist, client year-end tax planning checklist • Experienced in the following software: Lacerte Tax Software, Lacerte Tax Projection Software, QuickBooks, Kleinrock Total Tax, PPC Reference Library, Creative Solutions Ultra Tax Software, Creative Solutions Depreciation Software, BNA Tax Projection Software, Excel, Word, Time Value, Outlook, Zillion Forms, VPM Time EntrySpecialties: QuickBooks® Support:• QuickBooks Set-up• QuickBooks Tune-up / Clean-up• QuickBooks Training & ConsultingAccounting & Bookkeeping Services:• Record Checks and Debit Transactions• Record Deposits• Record Credit Card & Loan Transactions• Bank Reconciliations• Credit Card & Loan Reconciliations• Accounts Receivable / Payable• Bookkeeping Clean Up• Income Statement, Balance Sheet, G/L Reports• Custom ReportsFranchisor & Franchisee Accounting & Bookkeeping