Darian Paul
Fairfield
Summary
Dynamic Tax Associate with extensive experience at Intuit TurboTax, skilled in tax compliance and maximizing client deductions. Proven ability to build strong client relationships while maintaining confidentiality. Proficient in tax software and committed to ongoing professional development, ensuring up-to-date knowledge of tax laws and regulations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
Intuit TurboTax
12.2023 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Working towards EA credential
- Collaborated with clients to answer questions and provide advice on tax matters.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepare various types of forms (schedules C, F, E, D)
Tax Specialist
H&R Block
12.2022 - 05.2023
- Maintained thorough and current understanding of applicable tax laws.
- Prepared accurate and timely federal, state, and local income tax returns for individuals
- Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
- Assessed client tax situations to determine best filing options.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
Tax Associate
H&R Block
11.2021 - 04.2022
- Offered clients recommendations to reduce tax liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Education
High School Diploma -
Shamokin Area High School
Shamokin, PA06-2015
Skills
- Tax compliance
- Tax credits and incentives
- Tax law knowledge
- Client communication
- Individual taxation
- Tax software proficiency
- Tax research
- Organization skills
- Relationship building
- Income Tax Filing Proficiency
Certification
- Annual Filing Season Program Participant (AFSP) - Internal Revenue Service.
- Working towards Enrolled Agent status hoping to complete by 12/25
- Active PTIN
Timeline
Tax Associate
Intuit TurboTax
12.2023 - Current
Tax Specialist
H&R Block
12.2022 - 05.2023
Tax Associate
H&R Block
11.2021 - 04.2022
High School Diploma -
Shamokin Area High School
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