Codi Tam
San Francisco,United States
Summary
Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision-making. Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
6
6
years of professional experience
Work History
Tax Preparer
Vita
2022.12 - 2024.04
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Academic Tutor
Breakthrough San Francisco
2018.05 - 2021.09
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence and build important learning skills.
- Maintained accurate records of student progress, using data-driven decision-making to inform future instructional planning.
- Supported teacher instruction, thoroughly discussing concepts, and designing custom practice questions.
- Coached and mentored less-experienced tutors to observe and measure outcomes.
- Collaborated with faculty to develop after-school tutoring program for struggling students.
Education
Bachelor of Science - Business And Managerial Economics
University of California - Davis
Davis, CA06.2024
Skills
- Data Analysis & Communications
- Financial statement analysis
- Project Management
- Financial Management
- Tax Reporting
- Financial Planning
- Cash Flow Management
- Microsoft Excel
Languages
Chinese (Cantonese)
Native or Bilingual
Timeline
Tax Preparer
Vita
2022.12 - 2024.04
Academic Tutor
Breakthrough San Francisco
2018.05 - 2021.09
Bachelor of Science - Business And Managerial Economics
University of California - Davis
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