To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Lead Tax Preparer
Intuit
01.2022 - Current
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Researched complex tax issues utilizing online resources and professional tax software.
Analyzed financial records to verify accuracy of tax returns.
Assessed client tax situations to determine best filing options.
Maintained compliance by adhering to current tax laws and regulations.
Liaised with accountants to confirm accuracy of client tax returns.
Identified potential audit red flags to minimize risk of IRS audits.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Collaborated with clients to answer questions and provide advice on tax matters.
Utilized tax software to prepare returns and meet deadlines.
Analyzed financial documents to accurately reflect client information on tax returns.
Prepared US, multistate, and international tax returns for business clients.
Fielded over 50 customer calls per day
Assisted 40 to 60 tax associates in resolving customer issues daily.
Exceeded expectations 120% and received an enhanced bonus reward
Tax Professional
Self-employeed
01.2015 - Current
Completed and filed returns with tax departments at local, state, and federal levels.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Offered clients recommendations to reduce tax liabilities.
Researched complex tax issues utilizing online resources and professional tax software.
Assessed client tax situations to determine best filing options.
Analyzed financial records to verify accuracy of tax returns.
Developed tax plans and projections to help clients meet objectives.
Identified potential audit red flags to minimize risk of IRS audits.
Maintained compliance by adhering to current tax laws and regulations.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Collaborated with clients to answer questions and provide advice on tax matters.
Researched tax implications for various deductions and credits.
Calculated estimated tax payments for clients.
Analyzed financial documents to accurately reflect client information on tax returns.
Utilized tax software to prepare returns and meet deadlines.
Contracted Manager of Operations
SouthEast Community Cultural Center
11.2021 - 08.2022
Organized and detail-oriented with a strong work ethic.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Proven ability to learn quickly and adapt to new situations.
Proved successful working within tight deadlines and a fast-paced environment.
Excellent communication skills, both verbal and written.
Developed strong communication and organizational skills through working on group projects.
Identified issues, analyzed information and provided solutions to problems.
Skilled at working independently and collaboratively in a team environment.
Paid attention to detail while completing assignments.
Acted as a team leader in group projects, delegating tasks and providing feedback.
Worked flexible hours across night, weekend and holiday shifts.
Passionate about learning and committed to continual improvement.
Gained strong leadership skills by managing projects from start to finish.
Applied effective time management techniques to meet tight deadlines.
Produced 4 annual events during my contracted tenure.
Teacher
Bright Horizons
03.2020 - 03.2021
Planned and implemented integrated lessons to meet national standards.
Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Incorporated multiple types of teaching strategies into the classroom.
Managed class sizes of 10-25 students
Education
Master of Arts - Public Health
Benedictine University
Lisle, IL
12.2013
Bachelor of Arts - Anthropology
Georgia State University
Atlanta, GA
05.2005
Skills
Tax code knowledge
Tax return preparation
Local, state, and federal tax returns
Information processing
Finance
Filing system management
Document preparation
Mathematical calculations
Tax reporting
IFRS and GAAP experience
Tax Issue Research
Complex Information Translation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I feel that luck is preparation meeting opportunity.