Charlotte Fish
Arlington,TX
Summary
Results-oriented Tax Preparer with extensive experience in income tax preparation and compliance at Firstax. Proficient in utilizing tax software to ensure accurate filings and maximize client deductions while maintaining high client satisfaction through effective communication. Strong analytical skills and in-depth knowledge of tax regulations enable strategic tax planning and optimized client returns.
Overview
26
26
years of professional experience
Work History
Tax Preparer
Firstax
05.2014 - 12.2025
- Ensured compliance by accurately preparing individual and business tax returns.
- Enhanced data integrity through identifying discrepancies in financial documents.
- Streamlined tax preparation processes using advanced software for improved efficiency.
- Educated clients on tax regulations, fostering their understanding of obligations.
- Maintained confidentiality of sensitive information, building client trust and loyalty.
- Resolved complex tax issues, strengthening relationships and enhancing client satisfaction.
Human Resources Generalist
Texas Health Resources Southwest
03.2000 - 04.2012
- Enhanced employee retention through the development of comprehensive onboarding programs.
- Resolved conflicts efficiently by managing employee relations, fostering a harmonious workplace.
- Ensured regulatory compliance by administering comprehensive benefits programs and maintaining updated records.
- Aligned HR strategies with organizational goals by collaborating closely with leadership teams.
- Boosted employee morale and community through coordination of company-wide events and activities.
- Promoted open communication by serving as a liaison between employees and management.
Education
High School Diploma -
Paris High School
Paris, KY 40361No Degree - Human Resources Development
University of Texas Arlington
Arlington, TXSkills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping - QuickBooks Desktop & Online
- Relationship building
- Client communication
- Data inputting
- Verbal/written communication
- Tax law knowledge
- Financial statements
- Account reconciliation
- Tax law compliance
Timeline
Tax Preparer
Firstax
05.2014 - 12.2025
Human Resources Generalist
Texas Health Resources Southwest
03.2000 - 04.2012
High School Diploma -
Paris High School
No Degree - Human Resources Development
University of Texas Arlington