CREDENTIALS

Jean R. Jordan

Jordan Tax and Accounting Services, Founder and Manager

Fresno, CA (Dec 2009 - Present)

EDUCATION:

  • Enrolled Agent

  • Notary Public

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

  • Minor in Mathematics, CSU Fresno

EXPERIENCE:

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

Sacramento, CA (Jan 2003 - Dec 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 policy, 401(k) plan, new hire orientation, employee evaluations, salary reviews, staff functions, disciplinary actions, and terminations

San Jose and Sacramento, CA (Aug 2000 - Dec 2002)

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

Jordan Tax and Accounting Services

Email: info@jordantax.net

Tel: (559) 916-1909

Fax: (559) 261-9937