Jade Johnson

Accounting professional with strong analytical and problem-solving skills. Known for reliability, adaptability, and effective team collaboration. Proficient in financial reporting, reconciliations, and regulatory compliance. Focused on driving accuracy and efficiency in all accounting processes.

Accounting/Tax Associate - JDA TSG - Remote FL

(2023-01)

• Prepared and reviewed individual and corporate tax returns for compliance with federal and state regulations.
• Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
• Analyzed financial records to verify accuracy of tax returns.
• Maintained compliance by adhering to current tax laws and regulations.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Utilized tax software to prepare returns and meet deadlines.
• Developed spreadsheet models to accurately track tax information.
• Conducted thorough research on tax laws to provide accurate advice to clients regarding deductions and credits.

Insurance Agent - Health Insurance Associates

(2024-05 - 2025-12)

• Educated clients on health insurance options and coverage details.
• Assisted in processing policy applications and renewals efficiently.
• Conducted thorough needs assessments to recommend appropriate plans.
• Maintained up-to-date knowledge of industry regulations and compliance standards.
• Utilized CRM software to track client interactions and manage relationships.

Tax Preparer - Seasonal - Jackson Hewitt - Casselberry, FL

(2019-12 - 2023-04)

• Maintained high standards of customer service by building relationships with clients.
• Prepared and filed individual and business tax returns accurately and efficiently.
• Reviewed client documentation to ensure compliance with IRS regulations and guidelines.
• Streamlined tax preparation processes, resulting in improved turnaround times for clients.
• Analyzed complex tax situations to provide tailored solutions for diverse clientele.
• Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
• Educated clients on tax planning strategies, helping them save money in future years.

Accounting Operations: Accounting And Finance - Orange Technical College (2025-06)