Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Income Tax Preparer
Self Employeed
01.1990 - Current
Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
Educated clients on relevant tax matters, empowering them to make informed decisions regarding their finances.
Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
Collaborated effectively with colleagues to share knowledge and expertise, enhancing team productivity.
Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.
Streamlined internal processes by developing organizational systems for tracking client files and progress on projects.
Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
Utilized advanced software tools to improve efficiency in calculating taxes owed or refunds due based on available data inputs.
Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Assessed client tax situations to determine best filing options.
Maintained compliance by adhering to current tax laws and regulations.
Utilized tax software to prepare returns and meet deadlines.
Analyzed financial documents to accurately reflect client information on tax returns.
Calculated estimated tax payments for clients.
Collaborated with clients to answer questions and provide advice on tax matters.
Education
Bachelor of Science - Telecommunications Management
DeVry
Addison, IL
05.1992
Skills
Tax Computing
Tax Code Knowledge
Mathematical Calculations
Federal and State Tax Returns
Client Confidentiality
Continuing Education
Tax Law Expertise
Deadline-Oriented
Research Abilities
Problem Solving
Tax Software Proficiency
Effective Communication
Attention to Detail
Tax Planning Strategies
Critical Thinking
Microsoft Office Suite
Decision Making
Ethical Practices
Certification
EA Certification - Pass 1st Exam - 2 Remaining - Expected Completion June 2024
Languages
English
Full Professional
Urdu
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Income Tax Preparer
Self Employeed
01.1990 - Current
Bachelor of Science - Telecommunications Management