Courtney Piazza
Franklin,NC
Summary
Accomplished Tax Preparer and Accountant, previously with Drake Software LLC, adept in tax law compliance and fostering client relationships. Leveraged expertise in financial management and interpersonal strengths to enhance client satisfaction and streamline tax processes. Achieved notable accuracy in tax return preparation, contributing to a significant increase in client trust and loyalty.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Preparer and Accountant
Self-employeed
Franklin, NC
09.2021 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Developed tax plans and projections to help clients meet objectives.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Responded to inquiries from IRS and other tax authorities.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Researched tax implications for various deductions and credits.
- Prepared US, multistate, and international tax returns for business clients.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Facilitated integration of modern tax software with client accounting software.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
OLTP Web Content Analyst Manager
Drake Software LLC
Franklin, NC
12.2018 - Current
- Staying up to date on all tax changes federal and all states to ensure accuracy of calculations in products.
- Provided customer service to DIY taxpayers and guided them through complex tax scenarios.
- Established working relationship with white labels with pro tax software and provided customer service of functions and topics of product and taxes.
- Led training sessions for newly hired team members on company standards, tools, and best practices.
- Enhanced content quality by conducting thorough research and analysis of industry trends.
- Contributed to business development efforts by crafting persuasive proposals that showcased the value of our services.
- Streamlined content production processes by creating templates and standard operating procedures for the team.
- Managed multiple projects simultaneously, ensuring timely completion and adherence to client specifications.
- Edited written materials for grammar, style, and consistency while maintaining the author''s original voice.
- Conducted keyword research and integrated targeted phrases into online content to boost search visibility.
- Utilized project management software to track progress, assign tasks, and communicate effectively with team members during content development.
- Improved user engagement with the creation of relevant and informative articles, blog posts, and social media content.
- Monitored website analytics to identify areas of improvement and implement data-driven adjustments to content strategy.
- Generated fresh ideas for new content topics based on audience interests, competitor analysis, and industry trends.
- Evaluated website performance metrics and recommended necessary revisions to improve overall user experience.
- Collaborated with cross-functional teams to develop cohesive marketing strategies, resulting in increased brand awareness.
- Strengthened brand messaging by upholding established tone guidelines across all digital platforms.
- Established strong relationships with subject matter experts to ensure accurate representation of technical concepts within written materials.
- Edited and revised wide array of content for accuracy, clarity and consistency.
- Edited and reviewed content for grammar, spelling and punctuation.
- Researched topics to create accurate and engaging content.
- Delegated and tracked each staff member's assignments and deadlines.
- Proofread, edited and evaluated final copy to verify content aligned with established guidelines.
- Suggested improvements to content to enhance quality and accuracy.
- Drove accuracy of content through careful proofreading and fact-checking.
- Acquired in-depth knowledge of content areas to provide effective edits.
- Prior position experience included customer service for desktop pro tax and accounting softwares.
- Developed and taught training programs for new customer service reps.
Education
High School Deploma -
Pennsville Memorial High School
Pennsville, NJMasters - Business Administration
University of Phoenix
Phoenix, AZBachelors Of Science - Accounting
University of Phoenix
Phoenix, AZ05.2022
Skills
Tax return preparation
Relationship building
Tax-related research
Tax law compliance
IFRS and GAAP experience
Tax audit procedures
Financial statements expertise
Information processing
Financial Management
Interpersonal strengths
Finance
Payroll familiarity
Bookkeeping
Liabilities mitigation
Deductions listing
Account Reconciliation
Mathematical calculations
Time management
Efficient nature
Local, state and federal tax returns
Corporate tax preparation
Quality Improvement
Tax reporting
Microsoft office proficency
Critical thinking
Problem solving
Managerial tasks
Certification
Enrolled Agent status is current and active
PTIN is registered and active
Timeline
Tax Preparer and Accountant
Self-employeed
09.2021 - Current
OLTP Web Content Analyst Manager
Drake Software LLC
12.2018 - Current
High School Deploma -
Pennsville Memorial High School
Masters - Business Administration
University of Phoenix
Bachelors Of Science - Accounting
University of Phoenix