Angel Thomas
Mobile,Alabama
Summary
Detail-oriented Tax Preparer with 5 years of experience in tax preparation for numerous clients. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Flexible, versatile, attentive, and able to maintain a sense of humor under pressure. Poised and competent with demonstrated ability to easily transcend cultural differences. Strong collaboration skills to thrive in fast-paced, high-stress environments.
Overview
20
20
years of professional experience
Work History
Tax Preparer
Self-employed
Mobile, AL
01.2018 - Current
- 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.
- Prepared US, multistate and international tax returns for business clients.
- Oversaw team of 1 tax professionals handling up to 35 clients per year
Team leader/ cashier
Beauty Land Beauty Supply
02.2015 - Current
- Assisted in customer satisfaction
- Assisted in ordering needed store supplies.
- Performed cash, card and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Demonstrated product features, answered questions, and redirected objections to highlight positive aspects.
- Led team of 5 members while providing exceptional customer service
Vacation Planner
Carnival Cruise Lines
, AL
01.2018 - 02.2020
- Processed incoming reservation calls and applied up-selling techniques to inform callers of premium services
- Delivered exceptional service to every customer through active engagement, effective listening, and well-developed interpersonal skills
- Collaborated with sales department to arrange large group hotel bookings for such special events as destination weddings
- Contacted customers to advise on travel conveyance changes and to confirm reservations
- Acquired detailed knowledge of services, promotions, and events to offer added value to travelers.
Total Loss Processor/ Claims Associate
Pilot Catastrophe Services, Inc
, AL
08.2017 - 12.2018
- Made initial contact calls and follow-up calls to insured clients
- Notified and updated agents of changes
- Monitored faxes and e-faxes for proper distribution
- System and software in-house training
- Prompt technical support
- Contacted Lien Holders to retrieve a Letter of Guarantee for Insured's/ claimants.
Undergraduate Student Intern
Penelope House
, AL
01.2017 - 05.2017
- Applied social work ethical principles to guide professional practice
- Applied critical thinking to inform and communicate professional judgments
- Helped to advance human rights and social and economic justice
- Engaged in research and trauma-informed practice
- Organized treatment projects that focused on problem solving skills and creative thinking
- Identified treatment goals based on individual diagnosis and history
- Located housing and other support services for displaced individuals working through domestic issues
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations
- Collaborated with social workers to support patients.
Behavioral Aide
Bayou Oaks Group Home, Satsuma
, Al
06.2016 - 01.2017
- Helped to create a learning environment for patients to practice and retain necessary skills for everyday life
- Assessed patient needs and recommended appropriate courses of treatment
- Supported over 10 patients while monitoring and evaluating effectiveness of care plans and providing modifications when necessary to achieve desired results
- Documented information for charts, progress reports, assessments and other paperwork within specific timeframes
- Maintained calendar of social, recreational and educational events to enhance patient stays
- Emotionally supported psychiatric patients, monitoring changes in behavior for potentially dangerous changes
- Administered medications, collected specimens or drew blood to assist with diagnostic and treatment protocols
- Answered office phone calls and emails, answering questions and scheduling appointments with designated doctors.
Office Clerk
USA Coastal Resource and Resiliency Center, University of South Alabama
, AL
01.2012 - 01.2015
- Kept office records organized and supplies well-stocked for optimal team performance
- Managed and anticipated clerical needs of company employees, including copying, faxing and file management
- Delivered helpful and kind customer service to guests, maintaining composure in stressful situations to maximize customer satisfaction
- Assisted team members with special projects by coordinating records and resources to meet expected requirements
- Maintained office safety by screening visitors, updating logs and issuing temporary passes.
Education
Master of Social Work - Social Work
Western New Mexico University
12.2019
Bachelor of Arts and Sciences: BSW - Social Work, Speech and Communication
University of South Alabama
Western New Mexico 05.2017
Skills
- Client assessment and analysis
- Creative problem solver
- MS Office proficient
- Team player and community builder
- Experience with diverse populations
- Adjustments and Deductions
- Deductible Expense Identification
- Individual Tax Returns
- Keen Attention to Details
- Client Invoicing
- Tax Return Preparation
- Personal Interviews
Accomplishments
- Maintained 90% client retention rate year-over-year.
- Saved clients average of $2500 by uncovering additional deductions.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved numerous recommendations from highly satisfied clients.
Timeline
Tax Preparer
Self-employed
01.2018 - Current
Vacation Planner
Carnival Cruise Lines
01.2018 - 02.2020
Total Loss Processor/ Claims Associate
Pilot Catastrophe Services, Inc
08.2017 - 12.2018
Undergraduate Student Intern
Penelope House
01.2017 - 05.2017
Behavioral Aide
Bayou Oaks Group Home, Satsuma
06.2016 - 01.2017
Team leader/ cashier
Beauty Land Beauty Supply
02.2015 - Current
Office Clerk
USA Coastal Resource and Resiliency Center, University of South Alabama
01.2012 - 01.2015
Master of Social Work - Social Work
Western New Mexico University
Bachelor of Arts and Sciences: BSW - Social Work, Speech and Communication
University of South Alabama
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