Ali Siddiqui

• Reviewed financial documents, analyzed income, deductions, and credits, interpreted new tax laws to resolve complex client scenarios and ensure filing accuracy.
• Consulted and prepared tax returns and filings for individuals and businesses using TurboTax for clients located throughout the U.S.
• Managed tax documentation and filings for multiple clients, ensuring compliance and efficiency in high-volume tax activities.
• Addressed client inquiries on TurboTax Expert Assist and Full-Service products, enhancing client understanding and satisfaction.
• Used the IEP platform to document client records and managed the safe and secure documentation of tax filings and client information.
• Ranked 3rd out of 173 teams nationally while scoring 1st in Full-Service client satisfaction with a 96% nTPS score.

• Faced with 150+ new entries and transactions daily and successfully processed, affirmed, and recorded them with impressive accuracy.
• Assisted the manager with the review of financial data and with the daily, monthly, and period-end closing accounting activities.
• Performed accounts payable and bank reconciliations and uncovered and resolved weaving discrepancies that improved financial reporting.
• Facilitated BillHighway, ChapterSpot, GreekBill, and Impexium with basic accounting work.
• Reviewed financial data, transaction history, and account activities to ensure regulatory and accounting compliance.
• Obtained direct and practical experience working with an ERP/accounting module to perform transaction posting, account reconciliation and preliminary preparation of financial statements.

- Delivered tax services to 15,000+ clients, ensuring accuracy and timely filing

- Contributed to large-scale tax operations by supporting 15,000+ filings and $26M+ in client refunds

- Managed sensitive financial data, ensuring compliance with confidentiality and regulatory requirements

- Led training and oversight of volunteers, improving service quality and team effectiveness