Eduardo Horta
Oxnard
Summary
Results-driven tax preparer with experience at Marian Business Services, excelling in income tax preparation and client communication. Demonstrated ability to enhance client satisfaction through meticulous document preparation and effective problem-solving. Proficient in QuickBooks and Microsoft Excel, fostering teamwork and collaboration to streamline processes and ensure timely filings.
Overview
4
4
years of professional experience
Work History
Tax Preparer
Marian Business Services
Oxnard, CA
01.2025 - Current
- Prepared individual and business tax returns with attention to detail and compliance.
- Assisted clients in gathering necessary documentation for accurate tax filings.
- Conducted thorough reviews of financial documents to ensure data integrity.
- Utilized tax software to streamline preparation processes and improve efficiency.
- Stayed updated on current tax laws and regulations to provide informed guidance.
- Collaborated with team members to enhance workflow and share best practices.
- Trained new staff on procedures and software usage for effective onboarding.
- 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.
- 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.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- 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.
Office Assistant
Marian Business Services
Oxnard, CA
01.2022 - Current
- Managed scheduling and calendar coordination for office executives.
- Assisted in preparing documents and reports for client meetings.
- Handled incoming communications, directing inquiries to appropriate staff.
- Organized office supplies inventory, ensuring timely replenishment and availability.
- Performed data entry, filing, copying, and faxing.
- Identified data entry discrepancies and applied adjustments in Software system.
Receptionist
Marian Business Services
Oxnard, CA
01.2022 - Current
- Greeted visitors and directed them to appropriate personnel, enhancing customer service experience.
- Managed multi-line phone system, ensuring prompt and professional communication.
- Scheduled appointments and meetings, optimizing office calendar efficiency.
- Processed incoming mail and packages, maintaining organization in reception area.
- Assisted with administrative tasks, contributing to overall office productivity.
- Maintained confidentiality of sensitive information in compliance with company policies.
- Coordinated office supplies inventory, ensuring availability for daily operations.
- Supported onboarding of new staff by providing orientation on office procedures and systems.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Answered central telephone system and directed calls accordingly.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Managed multiple tasks and met time-sensitive deadlines.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Maintained confidentiality of information regarding clients and company.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
- Assisted with onboarding new clients and securing paperwork completion.
- Maintained visitor log for entering and leaving facility for security purposes.
- Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
- Boosted team morale and efficiency, coordinating staff meetings and distributing relevant information.
- Streamlined invoice processing to ensure timely payments and financial operations.
- Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
Education
Bachelor of Science - Business
California State University Channel Islands
Camarillo, CAHigh School Diploma -
Channel Islands High School
Oxnard, CA06.2024
Skills
Organization skills
Document preparation
Income tax preparation
Local, state, and federal tax returns
Client communication
Data inputting
Sales tax filing
QuickBooks proficiency
Mathematical calculations
Microsoft Excel
Friendly, positive attitude
Teamwork and collaboration
Customer service
Problem-solving
Flexible and adaptable
Multitasking
Computer skills
Installation and repair
Maintenance and repairs
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Tax Preparer
Marian Business Services
01.2025 - Current
Office Assistant
Marian Business Services
01.2022 - Current
Receptionist
Marian Business Services
01.2022 - Current
Bachelor of Science - Business
California State University Channel Islands
High School Diploma -
Channel Islands High School