Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
14
14
years of professional experience
Work History
Professional Tax Preparer
THE TAX GENIUS LLC
01.2018 - Current
Utilized tax software to prepare returns and meet deadlines.
Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Developed customized strategies for high net worth individuals to optimize their tax liabilities while maintaining full compliance with regulations.
Housing Resource Specialist
SOUTHWEST SOLUTIONS
06.2019 - 09.2023
Documented all communication with applicants and inputted information into system
Managed cases of low income clients receiving social or community service support.
Reviewed documentation and input data into computer system to complete eligibility process, re-certifications and tenant move-outs.
Identifying, assessing, and completing initial screening, and intake data for individuals and families
Head Varsity Girls Basketball Coach
CESAR CHAVEZ HIGH SCHOOL
08.2018 - 03.2022
Providing mentorship to students
Established network with families, school and students
Studying the skills and abilities of the players to maximize performance
Boosting players' confidence, fostering good sportsmanship, and helping athletes reach their maximum potential on and off the court.
Paraprofessional
CESAR CHAVEZ MIDDLE SCHOOL
08.2017 - 06.2019
Reported on student progress, behavior and social skills to parents
Assisted classroom teacher in supervising snack time and indoor and outdoor play
Organized and guided skills practice, research and memorization tasks for students
Oversaw students in classroom and common areas to monitor, enforce rules and support lead teacher.
Tax Site Manager
WAYNE METRO COMMUNITY ACTION AGENCY
01.2010 - 05.2016
Managed of team of 10 tax preparers
Completed and filed returns with tax departments at local, state and federal levels
Maintained complete records of client tax returns and supporting documentation in secured areas
Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
Education
BACHELOR OF PUBLIC AFFAIRS AND POLICY MANAGEMENT -
Wayne State University
Detroit, MI
08.2021
DIPLOMA -
River Rouge High School
River Rouge, MI
06.2007
Skills
Microsoft Office
Crisis Intervention
Needs Assessment
Tax Specialist
Documentation proficiency
Planning and networking
Leadership experience
Interpersonal skills
Data Analysis
Social development and integration
Behavior Management
Maintaining Client Records
Timeline
Housing Resource Specialist
SOUTHWEST SOLUTIONS
06.2019 - 09.2023
Head Varsity Girls Basketball Coach
CESAR CHAVEZ HIGH SCHOOL
08.2018 - 03.2022
Professional Tax Preparer
THE TAX GENIUS LLC
01.2018 - Current
Paraprofessional
CESAR CHAVEZ MIDDLE SCHOOL
08.2017 - 06.2019
Tax Site Manager
WAYNE METRO COMMUNITY ACTION AGENCY
01.2010 - 05.2016
BACHELOR OF PUBLIC AFFAIRS AND POLICY MANAGEMENT -
Wayne State University
DIPLOMA -
River Rouge High School
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