Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
6
6
years of professional experience
Work History
Drake Rose and Associates LLC
Winnemucca, NV
01.2020 - Current
Prepared individual and business tax returns using specialized software.
Reviewed client financial records for accuracy and completeness.
Maintained accurate records of all client transactions and filings.
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Reviewed prior year's returns for accuracy and completeness before submitting them.
Identified potential deductions to minimize clients' tax liabilities.
Analyzed financial information such as income statements and balance sheets to calculate tax liability.
Created spreadsheets detailing income sources, deductions, credits, estimated payments.
Provided exceptional customer service, addressing client concerns and questions promptly.
Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
Surgical Coordinator/Registered Medical Assistant at Drake & Presti Ent Surgical AssociatesSurgical Coordinator/Registered Medical Assistant at Drake & Presti Ent Surgical Associates