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
Administrative Assistant/Payroll Administrator at Moved with work from Radiant Life to Elam Accounting and Tax Service, LLCAdministrative Assistant/Payroll Administrator at Moved with work from Radiant Life to Elam Accounting and Tax Service, LLC