Carolyn Green
Jackson Hewitt
Ft. Pierce,FL
Summary
Accomplished tax preparer with extensive experience in preparing individual and business tax returns. Committed to maintaining compliance and delivering exceptional service through effective communication and organizational skills.
Work History
Tax Preparer
- Prepared individual and business tax returns using tax software to ensure compliance with regulations.
- Assisted clients in understanding tax obligations and potential deductions to optimize financial outcomes.
- Conducted detailed reviews of client documentation for accuracy and completeness before submission.
- Collaborated with team members to streamline processes, improving overall efficiency during peak filing season.
- Maintained up-to-date knowledge of federal and state tax regulations through ongoing training sessions.
- Provided exceptional customer service by addressing inquiries promptly and resolving issues effectively.
- Supported senior preparers in complex return preparations, contributing to team success and client satisfaction.
Secretary Specialist
- Managed scheduling and coordination of appointments for caseworkers to enhance operational efficiency.
- Assisted in maintaining accurate records and documentation for child welfare cases, ensuring compliance with regulations.
- Developed and implemented filing systems to streamline access to essential information and improve organization.
- Collaborated with team members to facilitate communication between departments, enhancing service delivery for families.
- Trained new staff on office procedures and software applications, fostering a knowledgeable team environment.
Education
Business
Skills
Organization skills
Document preparation
Income tax preparation
Local
state
and federal tax returns
Tax return preparation
Client communication
Data inputting
Tax law compliance
Tax compliance
Timeline
Tax Preparer
Jackson Hewitt
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Secretary Specialist
Department of Children and Family Services
1989 - 2008Read More
Indian River State College
Business
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