Prepared and reviewed tax returns for real estate clients, ensured compliance with IRS regulations, and identified opportunities to optimize tax positions and minimize liabilities.
Acted as primary point of contact for clients, maintained prompt communication and resolved issues, and facilitated seamless experiences that contributed to high client satisfaction rates.
Built and maintained strong relationships with clients, offered personalized advice and support, and communicated effective short-term and long-term tax strategies.
Tax Associate
Aprio Advisory Group, LLC
Atlanta, GA
03.2022 - 09.2024
Prepared tax returns for real estate clients, including corporations, partnerships, LLCs, and individual investors, ensuring accuracy and compliance.
Participated in client meetings and calls, delivering actionable advice on tax planning and strategy for real estate transactions.
Conducted tax research to maintain compliance with federal, state, and international tax regulations.
Top 25 Firm
Server
The Dairy Center
Mount Airy, NC
08.2017 - 03.2021
Delivered exceptional customer service to patrons, resolving issues quickly to ensure satisfaction.
Managed orders, processed payments, and coordinated with kitchen staff and servers to maintain efficiency during peak hours.
Increased repeat business by fostering customer relationships and providing personalized recommendations.
Server
Cody Creek Inc.
Dobson, NC
06.2008 - 12.2019
Addressed customer concerns and resolved issues swiftly with tact and professionalism, enhancing overall customer satisfaction.
Maintained composure in fast-paced environment, utilizing time management skills to ensure accuracy and attention to detail during peak service hours.
Coordinated and managed events for private parties, collaborating with team members and event coordinators to ensure seamless execution.