Student
Liberty Tax
08.2021 - 01.2022
- Followed school and classroom policies, regulations, dress codes, and schedules.
- Searched at library and in scholarly databases to locate necessary information for research projects.
- Utilized professor office hours to clarify topics needing elaboration.
- Gathered, organized and input information into digital database.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Assessed client tax situations to determine best filing options.
- Calculated estimated tax payments for clients.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
