Maintained complete records of client tax returns and supporting documentation in secured areas.
Completed and filed returns with tax departments at local, state, and federal levels.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
TAX EDIT
IRS
01.1999 - 03.1999
Communicated and resolved technical and controversial tax matters with professional judgment.
Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
Processed and adjusted tax forms by entering data into computer system and comparing with tax assessment data and data from previous year.
Education
High School Diploma -
Sanger High School
Sanger, CA
06.1984
Associate of Arts -
Fresno City College
Fresno, CA
Skills
International Tax Knowledge
Tax Credits and Incentives
State and Local Taxation
Tax Law Interpretation
Certification
[Area of certification] Training - [Timeframe]
[Area of expertise] License - [Timeframe]
Licensed [Job Title] - [Timeframe]
[Area of certification], [Company Name] - [Timeframe]
Education Project Assistant at Brazilian School of Public and Business Administration - Getulio Vargas FoundationEducation Project Assistant at Brazilian School of Public and Business Administration - Getulio Vargas Foundation
Manager of Wealth Management Operations at Standard Chartered Global Business Services, Global Business ServicesManager of Wealth Management Operations at Standard Chartered Global Business Services, Global Business Services