Tax Associate
Block Advisors
01.2024 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals maximizing deductions and credits.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.