Cristal Gomez
Chula Vista,CA
Summary
Achieved successful identification of client tax needs and development of streamlined plans for returns.,Maximized client deductions and minimized tax liabilities through strategic support.,Fostered strong relationships that contributed to overall organizational success while addressing diverse challenges.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Tax Associate
TurboTax
San Diego, CA
2021 - Current
- Prepared and reviewed tax returns for individual clients to ensure compliance with federal and state regulations.
- Assisted clients in understanding tax documents and processes, enhancing overall customer satisfaction.
- Utilized TurboTax software to streamline tax preparation and filing processes efficiently.
- Conducted research on tax laws and regulations to provide accurate advice to clients and support staff decisions.
- Trained new associates on software tools and best practices for effective tax preparation workflows.
Medical Assistant
Family Health Centers
San Diego, CA
07.2018 - 07.2021
- Directed over 30 patients daily to exam rooms, fielded questions and prepared for physician examinations.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Documented vital signs and health history for patients in clinic and hospital environments.
- Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
Tax Preparer
H&R Block Tax Svc
Chula Vista, CA
01.2015 - 04.2018
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared over 30 tax returns yearly for clients in Federal and State according to government regulations and requirements.
Parking Attendant
ABM Parking Services
San Diego, CA
02.2012 - 12.2014
- Explained parking rates and retrieval procedures to guests upon arrival.
- Directed patrons to designated parking spaces.
- Issued and collected number tags and provided parking instructions to customers to maintain efficient vehicle flow.
- Answered general questions about parking fees, facilities and directions.
- Managed ticket stubs, payments and other records for regular and special event of over 100 valet parking customers night.
Education
Associate of Science - Medical Assisting
California College-San Diego
San Diego, CA06-2019
Skills
Managed time effectively to complete tasks promptly
Supported multitasking and prioritized assignments efficiently
Applied critical thinking to solve problems effectively
Developed relationships to enhance teamwork and collaboration
Delivered exceptional customer service to meet client needs
Gathered data accurately to inform decision-making
Communicated clearly in both verbal and written formats
Executed data entry tasks proficiently using database software
Employed creative problem-solving techniques to address challenges
Maintained confidentiality of customer data diligently
Demonstrated computer proficiency across various applications
Maintained excellent attention to detail in all tasks
Collaborated effectively within team environments
Handled inbound and outbound calls professionally
Certification
- Income Tax Course Training - H&R Block CTEC/CPE: 88 Hours
Timeline
Medical Assistant
Family Health Centers
07.2018 - 07.2021
Tax Preparer
H&R Block Tax Svc
01.2015 - 04.2018
Parking Attendant
ABM Parking Services
02.2012 - 12.2014
Associate of Science - Medical Assisting
California College-San Diego
Tax Associate
TurboTax
2021 - Current