Arshanda Jones
Milwaukee
Summary
Proficient Tax Preparer with expertise in tax law compliance and document preparation. Recognized for enhancing team performance through mentorship and maintaining high client satisfaction through effective communication and relationship building.
Detail-oriented Tax Preparer with a proven track record in income tax preparation and compliance. Strong skills in client communication and document preparation ensure optimal client satisfaction and adherence to tax laws.
Dynamic Tax Preparer Manager with over a decade of experience in tax return preparation and team mentorship. Adept at streamlining processes and enhancing efficiency, driving compliance with tax regulations while fostering strong client relationships.
Professional tax advisor with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled in preparing and reviewing tax returns, financial statements, and providing strategic tax planning advice.
Experienced with tax preparation and compliance, offering valuable insights to optimize client returns. Utilizes in-depth knowledge of tax regulations to ensure accurate filings. Track record of maintaining high client satisfaction through effective consultation and personalized tax strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
TaxPreparer Manger
Libertytax
Milwaukee, WI
01.2013 - Current
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Reviewed and analyzed financial documents to identify deductions and credits for clients.
- Educated clients on tax regulations, maximizing their understanding of potential liabilities and benefits.
- Mentored junior preparers, enhancing team efficiency through knowledge-sharing and training sessions.
- Streamlined client intake processes, reducing turnaround time for tax return preparation.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Assessed client tax situations to determine best filing options.
- Maintained compliance by adhering to current tax laws and regulations.
Evv Auditor
Gracious Home Health Services
Milwaukee, WI
05.2023 - 02.2026
- Led audits ensuring compliance with healthcare regulations and standards.
- Evaluated internal controls to enhance operational efficiency and mitigate risks.
- Developed audit plans based on risk assessments and organizational priorities.
- Conducted training sessions for staff on audit processes and compliance requirements.
- Collaborated with management to implement corrective actions for identified issues.
- Prepared detailed reports summarizing findings and recommendations for stakeholders.
- Analyzed financial statements to verify accuracy and integrity of reporting.
- Oversaw audit team performance, providing mentorship and guidance for professional growth.
HANDCAP ASSTANCE
Milwaukee Public Schools, MPS
Milwaukee, WI
02.2022 - 09.2025
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
- Strengthened communication skills through regular interactions with others.
- Adaptable and proficient in learning new concepts quickly and efficiently.
CBRF
Broadstep
Milwaukee, WI
06.2024 - 02.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
Personal Care Assistant
Gracious Home Health
Milwaukee, WI
01.2013 - 02.2025
- Provided compassionate personal care to clients, ensuring comfort and safety during daily activities.
- Assisted clients with mobility, enhancing independence and quality of life through tailored support.
- Monitored client health status, reporting changes to healthcare professionals for timely interventions.
- Administered medications according to prescribed schedules, ensuring adherence to treatment plans.
- Implemented process improvements that enhanced service delivery efficiency and client satisfaction levels.
- Developed personalized care plans in collaboration with clients and interdisciplinary teams, promoting holistic well-being.
- Trained new staff on best practices in personal care, fostering a culture of excellence and empathy.
Education
High School Diploma -
Larence Education Center
Springfield, IL07-1996
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Tax return preparation
- Relationship building
- Bookkeeping
- Data gathering
- Tax law compliance
- Data inputting
- Verbal/written communication
- Bookkeeping expertise
- Sales tax filing
- Tax law knowledge
Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Managed [Number] team members focused on [Area], with strong track record of exceeding objectives.
- Maintained [Number]% client retention rate year-over-year.
- Directed strategic update to [Area], bringing about much-need process, productivity and efficiency changes.
Certification
- Licensed cbrf - 3 years
- Certified TaxPrepareManger, Libertytax - [2013-current
- personal care asstance 15 years
- customer services, gracious Home Health - 4 years
Timeline
CBRF
Broadstep
06.2024 - 02.2025
Evv Auditor
Gracious Home Health Services
05.2023 - 02.2026
HANDCAP ASSTANCE
Milwaukee Public Schools, MPS
02.2022 - 09.2025
TaxPreparer Manger
Libertytax
01.2013 - Current
Personal Care Assistant
Gracious Home Health
01.2013 - 02.2025
High School Diploma -
Larence Education Center