Asalia Taveras
Brooklyn,US
Summary
Dynamic tax professional with established expertise at H&R Block, specializing in tax return preparation and client relationship management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Tax Preparer
H&R Block
Brooklyn
11.2022 - Current
- Provided expert tax preparation services, ensuring compliance and maximizing client refunds through detailed analysis of financial documents.
- Streamlined the tax filing process, reducing client wait times and enhancing overall satisfaction, leading to repeat business.
- Implemented a digital documentation system, improving efficiency and accuracy in data collection and client communication.
- Conducted thorough reviews of tax returns, identifying discrepancies and ensuring optimal outcomes for clients, fostering trust and reliability.
- Collaborated closely with clients to understand their unique situations, delivering personalized tax solutions and building lasting relationships.
- Fostered strong client relationships by actively listening to concerns, providing tailored tax solutions, and ensuring a stress-free filing experience.
- Analyzed client financial situations to optimize tax strategies, resulting in increased refunds and improved client satisfaction.
- Actively listened to client concerns, providing tailored advice to ensure a smooth and stress-free tax preparation experience.
- Reviewed complex tax returns for discrepancies, ensuring compliance and delivering accurate submissions to reduce audit risks.
- Worked with clients to gather necessary documentation, enhancing communication and streamlining the tax filing process for timely submissions.
Bookkeeper
Mount Calvary Church
New York
10.2021 - 06.2022
- Managed financial records with precision, ensuring accurate ledger entries and account balances.
- Implemented QuickBooks to enhance financial reporting and streamline record-keeping processes.
- Organized month-end and year-end processes, resolving discrepancies for precise financial outcomes.
- Implemented a comprehensive QuickBooks system, resulting in improved accuracy of financial records and reduced processing time for transactions.
- Fostered a collaborative environment by training staff on financial software, enhancing team efficiency and knowledge sharing.
- Developed an expense tracking method that improved accountability, leading to noticeable gains in cost management and financial oversight.
- Maintained meticulous records and reconciled accounts, ensuring compliance with corporate guidelines and fostering stakeholder trust.
- Streamlined financial reporting processes, enabling timely insights that facilitated informed decision-making and enhanced budget management.
- Orchestrated training sessions for staff, promoting proficiency in financial software and fostering a culture of continuous improvement.
Education
Business Administration -
Open University For Adults (UAPA)
Dominican RepublicHigh Management -
UAPA University
Dominican RepublicAccounting Carry equals -
ACIS
Dominican RepublicCorporate Tax -
PUCMM
Dominican RepublicComputer Technician -
University Technology Center "CENTU"
DominicanTechnician in Marketing -
University Technology Center "CENTU"
Computerized Accounting -
Universal Technology Center "CENTU"
Audit in accounting Auditing -
Universal Technology Center "CENTU"
Microsoft Excel and PowerPoint XP -
CENTU
Accounting -
IBDO Accountants
E-Communication -
Skills
- 45 WPM
- Attention to detail
- Tax return preparation
- Local, state, and federal tax returns
- Account reconciliation
- Income tax preparation
- Organized
- Proactive
- Numeric keypad skills
- Digital documentation
Languages
Spanish
Personal Information
Title: Bookkeeper
Certification
Bookkeeper
Languages
English
Professional
Spanish
Native/ Bilingual
Timeline
Tax Preparer
H&R Block
11.2022 - Current
Bookkeeper
Mount Calvary Church
10.2021 - 06.2022
Business Administration -
Open University For Adults (UAPA)
High Management -
UAPA University
Accounting Carry equals -
ACIS
Corporate Tax -
PUCMM
Computer Technician -
University Technology Center "CENTU"
Technician in Marketing -
University Technology Center "CENTU"
Computerized Accounting -
Universal Technology Center "CENTU"
Audit in accounting Auditing -
Universal Technology Center "CENTU"
Microsoft Excel and PowerPoint XP -
CENTU
Accounting -
IBDO Accountants