Ambreen Shah
Summary
Dynamic Tax Support Assistant with proven expertise, adept at leveraging organizational skills, and tax software to optimize return processing. Recognized for maintaining confidentiality and fostering client relationships, resulting in increased referrals. Strong time management and communication abilities and enhanced efficiency in preparing tax filings.
Overview
5
5
years of professional experience
Work History
Tax Support Assistant
Bottom Line Strategies
07.2022 - 02.2024
- Assisted tax preparers in gathering client information, organizing documents, and preparing tax returns for individuals and businesses.
- Utilized tax software Lacerte to efficiently process returns and identify potential deductions and credits for clients.
- Organized files, faxed reports, and scanned documents.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Organized documents using SmartVault to ensure the accuracy of all records.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Supported department staff with various property assessment functions.
- Provided customer service support related to tax issues or inquiries.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
Tax Administrative Assistant
Valley Income Tax & Payroll
01.2019 - 06.2022
- Assisted in preparing and filing federal, state, and local tax returns.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Utilized tax software, Tax Act, to efficiently process returns and identify potential deductions and credits for clients.
- Prepared ITIN applications for clients.
Education
Bachelors in Commerce -
Pondicherry University
India Bachelors in Education -
Lovely Professional University
India Skills
- Time management
- Organizational skills
- Professional demeanor
- Verbal and written communication
- Accounting and bookkeeping support
References
References available upon request.
Timeline
Tax Support Assistant
Bottom Line Strategies
07.2022 - 02.2024
Tax Administrative Assistant
Valley Income Tax & Payroll
01.2019 - 06.2022
Bachelors in Commerce -
Pondicherry University
Bachelors in Education -
Lovely Professional University
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