BASSIM KEROLES
Tax Professional (Enrolled Agent)
NASHVILLE,TN
Summary
Detail-oriented Tax Preparer with 4 years of experience in tax preparation. 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. Efficient tax prepare familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in a few tax preparation software.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Tax Professional
Self-employed
01.2020 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Researched complex tax issues utilizing online resources and professional tax software.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained compliance by adhering to current tax laws and regulations.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Responded to inquiries from IRS and other tax authorities
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- 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
Tax Expert
TurboTax
01.2024 - 04.2024
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Researched complex tax issues utilizing online resources and professional tax software.
- Assessed client tax situations to determine best filing options.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Managed over 30 customers calls per day during peak times in tax season.
Uber Partner
Self-employed
05.2017 - 12.2019
- Picked up riders at designated locations and greeted upon vehicle entry.
- Placed safety as top priority for rides and followed community guidelines for engaging emergency personnel.
- Used GPS to determine fastest route to destinations in order to save riders money and maximize availability.
- Cleaned and sanitized rideshare vehicle to avoid germ and infection spread.
- Achieved high customer ratings on post-trip surveys for timeliness, vehicle cleanliness, and customer service.
- Built and maintained positive relationships with passengers by providing friendly and professional service.
Convenience Store Manager
Self-employed
10.2009 - 04.2017
- Safeguarded store and engaged in cash and inventory control through security equipment and procedures and eliminated store liability by adherence to applicable alcohol and tobacco regulations.
- Managed employee hours to set schedule and store operation budget appropriately, personally covering cashier shifts and general store duties to minimize store labor cost during slow hours.
- Protected employees and customers by providing safe and clean store environment in bathrooms, on shelves, floors and fridge doors and around store entrance.
- Selected, developed and effectively led highly-engaged team, conducting employee performance reviews to address under-performance issues and safeguard productive team dynamic and morale.
- Completed daily paperwork on sales reporting, banking and payroll reporting.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Education
Some College - General Studies
ATLANTIC CAPE COMMUNITY COLLEGE
Atlantic City, NJSkills
- Mathematical Calculations
- Internal Revenue Service Correspondence
- Tax Law Compliance
- Records Management
- Data Gathering
- Tax reporting
- Tax-related research
- Risk Management
- Financial statement review
- Bookkeeping
- Organization skills
- Financial Management
Certification
EA - Enrolled Agent
Affiliations
- Elite Tax Services LLC
Languages
English
Full Professional
Arabic
Native or Bilingual
Timeline
Tax Expert
TurboTax
01.2024 - 04.2024
Tax Professional
Self-employed
01.2020 - Current
Uber Partner
Self-employed
05.2017 - 12.2019
Convenience Store Manager
Self-employed
10.2009 - 04.2017
Some College - General Studies
ATLANTIC CAPE COMMUNITY COLLEGE
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