Rachel Headley Email & Phone Number

Beavercreek, Ohio

Toledo, Ohio Area

• Prepare simple to complex tax returns, as well as estimates & projections for individuals & a variety of entities
• Demonstrate knowledge of basic technical tax requirements & ability to organize facts & interpret them
• Produce quality work autonomously under the pressure of tight deadlines & budgets with multiple priorities
• Proactively inform the engagement team of work status, missing items, & questions
• Serve as a buddy/mentor in the internship program & seek out opportunities to help co-workers
• Comply & understand comprehensive compliance process & persevere to bring work to completion for review

Toledo, Ohio Area

• Advised and assisted in helping approximately 3,000 lower division undergraduate students schedule classes within the College using the degree audit reporting system
• Instructed a class of 40 students about the University, College advising, and strategies for a successful college transition
• Greeted students, determined the nature and purpose of the visit, and successfully answered the question or directed the student to a specific individual or office that could assist
• Restructured training procedures for new student assistants using classroom, interactive, hands-on, and computer-based training techniques
• Updated training and office procedure booklets for advisors and new/current student workers and graduate assistants
• Trained 7 new student workers using procedures created during the training program in a 2 week period

Toledo, Ohio Area

• Performed multifaceted clerical tasks and ensured the delivery of premium customer service
• Demonstrated accuracy when keeping, organizing, and filing confidential records
• Promoted problem solving abilities by serving as a resource for the College of Business and Innovation
• Assisted students on how to interpret and examine degree audits
• Trained office secretary and 5 new student assistants while coordinating with co-workers and advisors on special tasks
• Processed GPA Recalculations for students who wish to delete a grade for classes retaken

Maumee, Ohio

• Prepared simple to complex tax returns for individuals and small businesses
• Entered data into fixed asset software and generated various types of 1099's for multiple clients
• Ensured return was prepared correctly using tax software, diagnostics, tick marks, and accountability spreadsheets
• Consulted tax law handbooks to determine procedures for preparation of atypical returns
• Complied to individual and business tax return preparation guidelines set by the firm
• Verified client documents were sequenced correctly by the assembly team prior to being sent to the client

Maumee, Ohio

• Prepared simple to complex tax returns for individuals and small businesses
• Ensured return was prepared correctly using tax software, diagnostics, tick marks, and accountability spreadsheets
• Consulted tax law handbooks to determine procedures for preparation of atypical returns
• Complied to individual and business tax return preparation guidelines set by the firm
• Verified client documents were sequenced correctly by the assembly team prior to being sent to the client

Master’S Degree, Accounting

Bachelor’S Degree, Accounting And Marketing