Microsoft Office, Word, Excel, PowerPoint, Zoom, Teams
Ateshia Craig
Remote Customer Support Specialist
Porter,TX
Summary
Efficient Tax Associate focused on customer satisfaction for company betterment who is familiar with local, state and federal tax law. I am a skilled researcher, with a keen eye for detail and an ability to find solutions to complex problem seamlessly all while keeping the customer confident in my ability find solutions for their complex tax issues. My expertise includes personal as well as Business tax, Payroll processing and bookkeeping practices and procedures. Proficient in Microsoft Office Products such as Word, Excel & Powerpoint. I am am proficient in Turbo Tax, Quickbooks and NetSuite. Knowledgeable in Tax law and the practices of a Tax Professional as described in Circular 230. My ultimate goal is to secure a full time year around remote position with a with a reputable company that has room for career growth. I am scheduled to take my EA exam in October and will be an asset to any company that chooses to employ me.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Associate
Intuit
01.2024 - Current
- Researched tax solutions in a timely and efficient manner focusing on accuracy in my information, and clarity when relaying the information back to the customer.
- Maintained detailed records of client interactions, ensuring the highest level of accuracy and confidentiality by taking extensive notes and securely protecting clients P.I.I..
- Used Smart Look feature to guide customers through their tax returns correcting errors, adding information in the appropriate areas, and explaining clearly the tax rules and regulations necessary to ensure they felt confident when filing their returns on their own.
- Accurately prepared full service returns with a same day return rate of 90% and 100% passing Quality Review.
- Fostered customer confidence by making personal connections with customers by showing empathy, while at the same time confidently guiding them to the appropriate tax solution.
- Perfected the art of using the H.E.A.T. method to cool tempers to restore customer relationships while working to improve their overall experience by delivering "awesome" in every client interaction.
Tax Preparer/Assistant Bookkeeper
Williams Business & Tax
11.2019 - 06.2021
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Utilized tax software to efficiently complete individual and business returns, ensuring accuracy and compliance with all applicable laws and regulations.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Provided support during audits by supplying requested documentation promptly and accurately.
Payroll Clerk
Craig's Total Care
03.2010 - 09.2019
- Maintained payroll information by calculating, collecting, and entering data.
- Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
- Verified timekeeping records and handled any discrepancies with employees.
- Filed payroll taxes with appropriate government agencies by deadlines to minimize risk of penalties or fines.
- Ensured accurate payment distribution for employees by diligently reviewing timecards and attendance records.
- Assisted in the preparation of year-end tax forms, including W-2s and 1099s, for timely distribution to employees.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Education
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
Hooksett, NH05.2026
Skills
- Tax Advisement
- Business Tax
- Tax Return Preparation
- Document Preparation
- Client Communication
- Tax Research
- Multiple State Tax Filing
- Data Confidentiality
- Individual Tax Return Preparation
- Electronic Filing Software
- Client Satisfaction Specialist
Certification
- INTUIT ACADAMY Training - 2024
- FS 3 TURBO TAX EXPERT
HAVE A CURRENT PTIN
Have had a PTIN for paid tax prep every year since 2019
Quote
"Only those who attempt the absurd achieve the impossible"
Albert Einstein
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Career advancementWork from home optionCompany CultureSoftware
Turbo Tax, Tax Act, NetSuite, Quickbooks
Timeline
Tax Associate
Intuit
01.2024 - Current
Tax Preparer/Assistant Bookkeeper
Williams Business & Tax
11.2019 - 06.2021
Payroll Clerk
Craig's Total Care
03.2010 - 09.2019
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
- INTUIT ACADAMY Training - 2024
- FS 3 TURBO TAX EXPERT
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