Alan Lockley
Jacksonville,FL
Summary
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. High-performing tax preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
Overview
12
12
years of professional experience
Work History
Tax Preparer
Accounting & Tax Solutions,
02.2022 - 04.2022
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Customer Contact Representative
Internal Revenue Service, IRS
08.2001 - 12.2012
- Verified customer data through phone calls.
- Made follow-up phone calls to customers about general issues.
- Collaborated with other callers and representatives to complete tasks.
- Provided customer with step-by-step instructions on how to complete 1040 Form and other relevant forms.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Education
Bachelor of Science - Legal Studies
Jones College - Jacksonville
Jacksonville, FL12.2024
Skills
- Complex Information Translation
- Adjustments and Deductions
- Deductible Expense Identification
- Individual Tax Returns
- Exemptions Expertise
- Tax Return Preparation
- Tax Code Knowledge
- Individual Returns Preparation
- Data Gathering
- Internal Revenue Service Correspondence
- Detailed Analysis
- Team Training
Timeline
Tax Preparer
Accounting & Tax Solutions,
02.2022 - 04.2022
Customer Contact Representative
Internal Revenue Service, IRS
08.2001 - 12.2012
Bachelor of Science - Legal Studies
Jones College - Jacksonville
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