Eczequiel Jaurrieta
Visalia,CA
Summary
Dynamic Tax Assistant with a proven track record at Ana Lopez Tax Services (reference Ana Lopez 559-802-7411 for confirmation), Renowned for exceptional people skills and financial analysis proficiency, I consistently deliver results while safeguarding client confidentiality and enhancing customer loyalty through effective communication and problem-solving that I have shown in both fields of work (Also reference Jose Rayo 559-651-6117 for confirmation). Experienced in creating consumer contracts and presenting them in a professional manner in order to produce business.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Assistant
Ana Lopez Tax Services
Visalia Ca
01.2020 - Current
- Assisted with IRS audits, gathering necessary documentation and successfully resolving issues on behalf of clients.
- Collaborated with employer to complete complex tax returns accurately and efficiently.
- Conducted thorough research on tax laws to ensure clients received the most up-to-date information and strategies.
- Prepared multi-state income tax returns for both individuals and businesses, utilizing deep understanding of various jurisdictional regulations.
- Set appointments and kept logs of those appointments as well as filed tax documents in order to keep business up to date on all clients if it were to be audited.
- Safeguarded client confidentiality while handling sensitive financial information during the preparation process.
Salesperson
Lightning Roofing Inc
Visalia, CA
04.2024 - 02.2025
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Provided exceptional customer service, resulting in numerous positive reviews and referrals.
- Negotiated contracts skillfully, securing favorable terms for both company and client.
- Enhanced product knowledge by attending training sessions and staying current with industry trends.
- Exceeded monthly targets by diligently following up on leads and closing deals promptly.
- Coached new hires on sales techniques, contributing to their development as successful team members.
Education
Associates - Kinesiology
Fresno City College
Fresno, CASkills
- Sales and use tax expertise
- Continuing education commitment
- Data management
- Financial analysis proficiency
- Amazing people skills/ proficient problem solving
- Advanced training in overcoming objections
Affiliations
Redwood High School wrestling- Assistant Coach
Wright Wrestling Academy- Assistant Coach
Certification
CPR and First Aid
Timeline
Salesperson
Lightning Roofing Inc
04.2024 - 02.2025
Tax Assistant
Ana Lopez Tax Services
01.2020 - Current
Associates - Kinesiology
Fresno City College