eric wittmershaus resume 10_2015a

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ERIC P. WITTMERSHAUS 1464 Quaker Ridge West Chester, PA 19380 [email protected] 814-520-2022 Skills: Office Management Payroll, labor planning and scheduling Marketing Insurance marketing and sales Bookkeeping Tax return preparation - personal and small business Physical and electronic inventory Daily, monthly, and periodic financial reporting Computer software experience QuickBooks Apache Open Office MS Office (Word, Excel, Access, Outlook, PowerPoint) Adobe Acrobat Spark Instant Messaging Employment History: Insurance Agent Combined Worksite Solutions, West Chester, PA 6/2015 – Present Help business clients to communicate the value of the benefits they offer to their employees and offer those employees affordable voluntary insurance benefits that protect their families and fill in the gaps in their current benefits. Western and Southern Life, Erie, PA 7/2014 – 5/2015 Help clients obtain financial products from Life Insurance to Annuities to Health Insurance. Obtained Life and Health Insurance License in June of 2014. Tax Manager/Preparer H&R Block, Erie, PA 2014 tax season Office Manager. Duties included employee scheduling, payroll, bookkeeping, marketing, tax preparation, and ensuring great customer service.

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Page 1: Eric Wittmershaus Resume 10_2015A

ERIC P. WITTMERSHAUS

1464 Quaker RidgeWest Chester, PA 19380

[email protected] 814-520-2022

Skills: Office Management Payroll, labor planning and scheduling Marketing Insurance marketing and sales Bookkeeping Tax return preparation - personal and small business Physical and electronic inventory Daily, monthly, and periodic financial reporting Computer software experience

QuickBooks Apache Open Office

MS Office (Word, Excel, Access, Outlook, PowerPoint) Adobe Acrobat

Spark Instant Messaging

Employment History: Insurance Agent

Combined Worksite Solutions, West Chester, PA 6/2015 – PresentHelp business clients to communicate the value of the benefits they offer to their employees and offer those employees affordable voluntary insurance benefits that protect their families and fill in the gaps in their current benefits.

Western and Southern Life, Erie, PA 7/2014 – 5/2015Help clients obtain financial products from Life Insurance to Annuities to Health Insurance. Obtained Life and Health Insurance License in June of 2014.

Tax Manager/PreparerH&R Block, Erie, PA 2014 tax season

Office Manager. Duties included employee scheduling, payroll, bookkeeping, marketing, tax preparation, and ensuring great customer service.

Liberty Tax Service, West Lebanon, NH 2012 & 2013 tax seasons

Office Manager. Duties included tax preparation, employee scheduling, payroll, bookkeeping, and providing great customer service.

Jackson Hewitt, Manchester, NH 2011 tax seasonTax Preparer. Duties included preparing and filing taxes. Served over 150 clients in a small Walmart kiosk.

Education History:Associate’s Degree: Accounting (GPA = 4.0), Lebanon College, Lebanon, NH. Awarded August, 2012

Extensive knowledge of accounting practices and procedures Highly skilled in tax preparation. Extensive knowledge of IRS policies and procedures.

Bachelor of Science: Aerospace Engineering, University of Arizona, Tucson, AZ. Awarded August, 1985.