Joanna Fuchs

Experience

11/2025 - 04/2026

Tax Preparer II at Jackson Hewitt Tax Svc

Managed client appointments and handled phone inquiries. Prepared and filed 154 tax returns while ensuring accuracy of returns and payments using tax preparation software. Maintained confidentiality of sensitive data and adhered to data protection protocols.
• Analyzed tax returns and communicated complex tax regulations to clients, enhancing client satisfaction and trust.
• Clearly explained loan terms to clients, ensuring compliance with lending requirements, and informed decision-making.
• Managed client relationships and mentored colleagues, contributing to high-quality service and team development.

11/2024 - 04/2025

Tax Preparer I at Jackson Hewitt Tax Svc

Scheduled client appointments and managed phone communications. Prepared, processed, and filed 91 tax returns while ensuring accuracy of returns and payments.
• Reviewed and interpreted tax laws and regulations, translating complex requirements into clear guidance for clients.
• Maintained confidentiality of sensitive information and complied with data protection policies and security protocols.
• Completed ongoing training and professional development to enhance skills and improve client satisfaction.

01/2023 - 10/2024

Relocation & Family Care at Career Break

Relocated from California to Texas for family and career opportunities. Coordinated healthcare decisions, advocated for medical needs, and managed financial affairs for a parent during an extended health crisis.
• Volunteered implementing new nonprofit accounting software and providing bookkeeping support.
• Maintained and expanded professional skills through freelance projects and online professional development courses.

01/2014 - 12/2022

Office Manager / Bookkeeper at Fuchs General Contracting

Oversaw fiscal management and support functions. Performed full-cycle accounting functions, including accounts receivable, accounts payable, progress billing, journal entries, and general ledger reconciliation using QuickBooks. Compiled financial reports using Microsoft Excel and managed payroll, tax filings, W-2’s, and 1099’s ensuring regulatory compliance and timely submission of all reporting requirements. Secured permits, bonds, and insurance policies.
• Streamlined financial reporting processes improving accuracy, efficiency, and timeliness of reporting.
• Developed robust job-cost accounting reports, improving project tracking, cost visibility, and financial decision-making.
• Designed and maintained the company website, increasing client engagement by 20%.

10/2017 - 01/2019

Business Manager at Bass Lake Homeowners Association

Managed daily administrative and operational activities, acting as the primary liaison for community members and stakeholders while ensuring high-quality customer service. Processed applications, payments, and customer correspondence while resolving complaints and prioritizing competing deadlines. Designed and implemented a new QuickBooks accounting system, integrating financial databases and managing accounts receivable, accounts payable, payroll, tax reporting, and corporate records.
• Monitored monthly financial performance, prepared financial reports, and presented key findings to the Board of Directors.
• Managed office budgets, controlled expenditures, and ensured efficient allocation and disbursement of funds.
• Prepared bank deposits and maintained accurate records, meeting agendas, and official meeting minutes.
• Coordinated and organized monthly Board of Directors meetings, providing administrative support and recommending policy and procedural improvements when appropriate.
• Maintained compliance with organizational policies, financial procedures, and recordkeeping requirements.

• Bookkeepers, Freelance Bookkeepers
• Updated 1 month ago