Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Ekaterina Belianina

Saugus,USA

Summary

Energetic professional enthusiastic about working with customers to reduce liabilities, increase deductions, and satisfy diverse financial needs.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Tax Preparer

F3 Tax Service, LLC
San Diego, CA
01.2022 - Current
  • Working in software such as Intuit ProSeries, Microsoft Excel, QuickBooks, and Microsoft Word.
  • Keeping clients informed about important tax deadlines, and any changes in tax law that may affect them.
  • Successfully reducing tax liabilities for clients and complex tax returns. Filing tax returns for individuals, LLCs, S corporations, and C corporations.
  • Maintaining records of client tax returns, discussing any potential issues or questions, and providing tax-related advice.
  • Identified and analyzed complex problems to develop effective solutions.

Insurance Agent

Word Financial Group
San Diego, CA
01.2022 - Current
  • Meeting with clients to assess their insurance needs and financial situations.
  • Selling insurance policies to clients by explaining the terms, benefits, and coverage details.
  • Ensuring that all insurance transactions and communications comply with relevant laws and regulations.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Assessed customer risk levels and recommended appropriate coverage options.

Education

Graduate Certificate - CA Major in Accounting

Miracosta College
Oceanside, CA
12-2024

Master of Science -

Institute of Commerce And Law
Tolyatti
06-2009

High School Diploma -

40
Russia
06-2003

Skills

  • Tax preparation
  • Regulatory compliance
  • Financial analysis
  • Client relationship management
  • Insurance sales
  • Data analysis
  • Business taxation
  • Problem solving
  • Attention to detail
  • Effective communication
  • Documentation filing
  • Tax law knowledge
  • Income tax preparation
  • QuickBooks proficiency
  • Client communication
  • Organization skills
  • High accuracy
  • Document preparation

Certification

  • Insurance Producer. Accident & Health or Sickness, Life
  • CTEC Registered Tax Preparer (CRTP)

Languages

English
Professional
Russian
Native/ Bilingual

Timeline

Tax Preparer

F3 Tax Service, LLC
01.2022 - Current

Insurance Agent

Word Financial Group
01.2022 - Current

Graduate Certificate - CA Major in Accounting

Miracosta College

Master of Science -

Institute of Commerce And Law

High School Diploma -

40
Ekaterina Belianina