CREDENTIALS

Jean R. Jordan, EA

Jordan Tax and Accounting Services Inc., Founder and Manager

2009 - Present

PRIOR EXPERIENCE:

Tax/Firm Manager, Murray and Young - An Accountancy Corporation

Sacramento, CA (2003 - 2009)

  • Reviewed and prepared federal and state Individual, Corporate, S-Corporate, Trust, Partnership/LLC, Estate, and Gift tax returns

  • Reviewed and prepared Payroll, Property tax, and Sales tax returns

  • Met with Clients to discuss tax documents, tax returns, and other consultations

  • Reviewed and prepared tax projections with different variables and scenarios

  • Performed tax research and supported special projects as required

  • Managed all employees including: Tax Professionals, IT, Marketing, and Administrative Staff

  • Managed Firm HR benefits such as payroll, health insurance policies, 401(k) plan, new hire orientations, employee evaluations, salary reviews, staff event functions, disciplinary actions, and terminations

San Jose and Sacramento, CA (2000 - 2003)

Senior Tax Accountant, Arthur Andersen LLP and KPMG LLP

  • Reviewed and prepared multi-state Individual, Corporate, S-Corporate, and Partnership/LLC tax returns

  • Reviewed and prepared tax projections with different variables and scenarios

  • Performed tax research and supported special projects as required

  • Managed tax associates

EDUCATION:

  • Enrolled Agent

  • BS in Business Administration, Emphasis in Accounting, CSU Fresno

  • Minor in Mathematics, CSU Fresno