ROBIN HARRIS
Retired
NORFOLK,VA
Summary
Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 25 years of experience helping new and previous clients maximize return values while minimizing liabilities.
Overview
40
40
years of professional experience
Work History
Tax Preparer
Best Way Tax Service
Norfolk, VA
11.2004 - 04.2021
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Oversaw team of [Number] tax professionals handling up to [Number] clients per year.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Interviewed [Type] clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Saved client $[Amount] by uncovering eligibility for [Type] credit.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Offered clients recommendations to reduce tax liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Provided information about available products and services to clients, resulting in increased business opportunities.
Computer Lab Assistant
Norfolk Public Schools
Norfolk, VA
11.1981 - 06.2018
- Configured hardware, devices and software to set up work stations for employees.
- Patched software and installed new versions to eliminate security problems and protect data.
- Supported all computer lab operations.
- Presented software packages and applications and developed lab templates.
- Monitored systems in operation and input commands to troubleshoot areas.
- Handled lab equipment, cleaned keyboards, monitors and disk drives.
- Provided instruction to all lab users on proper use of all equipment.
- Diagnosed hardware problems and fixed faults or contacted appropriate repair service.
- Helped streamline repair processes and update procedures for support action consistency.
- Uploaded new software, rolled out updates and applied patches to [Type] servers upon release to thwart [Type] and [Type] threats from penetrating networks.
Education
Associate of Arts - Business Administration And Management
Tidewater Community College
Norfolk, VA05.2017
Skills
- Small Business Tax Returns
- Error Detection
- Client Tax Services
- Deductible Expense Identification
- Client Records Review
- Time Management
- Atypical Return Processing
- Customer Service
- Tax Form Completion
- Appointment Scheduling
- Critical Thinking
- Client Invoicing
- Verbal and Written Communication
- Detail-Oriented
- Tax Law Review
- Problem Solving
- Relationship Building
- Data Entry
- Microsoft Office
- Tax Advisement
- Decision Making
- Individual Tax Returns
- Client Interviews
Timeline
Tax Preparer
Best Way Tax Service
11.2004 - 04.2021
Computer Lab Assistant
Norfolk Public Schools
11.1981 - 06.2018
Associate of Arts - Business Administration And Management
Tidewater Community College