Adam St.Mark
Bronx,USA
Summary
Collaborative, highly motivated and goal-oriented graduate with financial and customer service. Proven ability to build strong relationships while ensuring high customer satisfaction. Strong multi-tasking and customer service skills, and dedication to organizational goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
JDA
The Bronx, NY
01.2026 - Current
- Prepared and reviewed individual and individual tax returns with accuracy and compliance with regulations
- Assisted clients in understanding tax obligations and potential deductions to optimize tax liabilities
- Answer chats and calls from customers based on their specific tax needs
- Conducted research on current tax laws to ensure adherence and provide informed recommendations
- From TurboTax, guide and assist customers within the app/website correctly where necessary
- Follow up with customers based on any concerns or any need to discuss relevant information with return
Tax Preparer
Bronx Community Tax Service
New York, NY
12.2024 - 05.2025
- Prepare returns for clients based off W2s, 1099s, and Schedule Cs
- Enter client data with accuracy into Crosslink
- Call clients from client list to schedule appointments/pertain to their filing status on the year
- Contact clients to ensure and obtain personal documents
- Upload clients' documents and financial forms into personal folders
- Ensure clients of their return and loan status through IRS and NY state refund sites
- Assist with disability and SSI payments with IRS
- Bronx Community Tax Service, New York NY
Billing Database Coordinator
Self Help Community Services Inc.
New York, NY
04.2024 - 09.2024
- Enter new client applications into software/site used called Claims Conference
- Enter client into Diamond’s system for approval
- Update client’s profile as needed such as vendor hours, billing status & personal info
- From upper office complete and finish client’s profile as required
- Notify vendors in emails confirming their clients’ hours and such
- Update past claims from vendor’s for clients in excel and in Diamond
- Under Supervisor deal with budget given from German Government grants
- Bill client’s hours approximately from invoices into Claims Conference
- Bill clients’ hours in two regional sections of Claims Conference
- Compile invoices for each individual vendor
- Put together check requests in excel sheet for supervisor sign off
- Assist with other office administrative tasks
- Self Help Community Services Inc., New York NY
Billing Specialist
Mercy Drive Inc.
Bronx, NY
09.2023 - 12.2023
- File fiscal folders for programs by name
- Copy and scan files needed for billing and upload within folders on computer
- Add unit totals for individuals on Excel from timesheets
- Add total units from DSPs’ weekly shifts onto face sheets
- Use face sheets for manual billing and complete using Evero to match
- Email accounting/billing teams regarding all calls and messages within department
- Clerical tasks such as getting signatures, handing out checks and pay stubs
- Assist DSPs with ADP registration and other billing matters
- Contact case managers in regards to Respite/Home care matters
- Mercy Drive Inc., Bronx NY
- Shift duration
Tax Consultant/ Financial Advisor
Perez Tax Express
Bronx, NY
01.2023 - 05.2023
- Input data from financial records into Drake software.
- Collect relevant financial records, including pay stubs and income statements.
- Analyze a client’s financial standing, goals, and tax history
- Optimize accounting procedures
- Service clients’ needs and requirements as determined through client interaction.
- Proactively communicates with clients
- Attend clients visiting our office to assist with Tax Preparation and Financial Advisement issues.
- Strive for a comfortable, safe environment where clients can express their questions and concerns.
- Perez Tax Express, Bronx NY
Education
Bachelor of Arts - Economics
Iona University
New York06-2022
Skills
- Microsoft Office Suite
- Google Docs/Drive
- TurboTax
- Drake Tax Software
- Crosslink
- Evero
- Claims Conference
- Zoom
- IOS/Android
Certification
- New York State Tax Preparer License 2025 - 2025 License number 13170570
- Preparer Tax Identification Number (PTIN) 2024 - 2025 Number P03205106
Timeline
Tax Associate
JDA
01.2026 - Current
Tax Preparer
Bronx Community Tax Service
12.2024 - 05.2025
Billing Database Coordinator
Self Help Community Services Inc.
04.2024 - 09.2024
Billing Specialist
Mercy Drive Inc.
09.2023 - 12.2023
Tax Consultant/ Financial Advisor
Perez Tax Express
01.2023 - 05.2023
Bachelor of Arts - Economics
Iona University
Courses
Intuit Bookkeeping Basic Certificate 2023