ACCOUNTANT/TAX PREPARER
Open To Work
ERICA SANCHEZ
CAMPOS INCOME TAX
Pasadena,Texas
Work Preference
Desired Job Title
ACCOUNTANT/Tax PreparerPHBLEBOTOMISTWork Type
Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal WorkLocation Preference
RemoteOn-SiteHybridLocation:
Pasadena, Texas, USHouston, TXOpen to relocation:
YesImportant To Me
Career advancementPersonal development programsTeam Building / Company Retreats4-day work weekPaid sick leaveFlexible work hoursPaid time offWork from home optionHealthcare benefitsWork-life balanceCompany Culture401k matchStock Options / Equity / Profit SharingSummary
Dedicated tax preparer with over 18 years of experience in federal and state tax compliance. Expertise in guiding clients through complex tax situations while mentoring junior accountants. Committed to continuous improvement and client satisfaction through efficient processes and clear communication.
2
Languages
19
years of professional experience
Work History
ACCOUNTANT/Tax Preparer
18 Years 6 Months- Prepared and filed federal and state tax returns for diverse clientele.
- Ensured compliance with IRS regulations and state tax laws.
- Reviewed client documents for accuracy, identifying potential deductions.
- Provided guidance on tax planning strategies to maximize refunds.
- Mentored junior staff in tax preparation techniques and software usage.
- Streamlined processes to enhance efficiency in tax return preparation workflows.
- Assisted clients in understanding complex tax issues through clear communication.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- 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.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Provided clients with strategies to minimize tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
- Resolved discrepancies in financial documents, ensuring accuracy in tax filings.
- Continuously sought professional development opportunities, staying ahead of industry trends and regulatory changes.
PHBLEBOTOMIST
4 Years 3 Months- Collected blood samples efficiently for a variety of laboratory tests and procedures.
- Maintained accurate patient records and ensured compliance with safety protocols.
- Implemented process improvements to enhance sample collection efficiency and accuracy.
- Trained and mentored junior phlebotomists on best practices and techniques.
- Established strong rapport with patients to alleviate anxiety during blood draws.
- Conducted outreach programs to educate patients on the importance of routine testing.
- Collaborated with healthcare teams to streamline patient workflow in clinical settings.
- Labeled transfer tubes and followed exact directions for handling and storing specimens for transport.
- Maintained a high level of accuracy in labeling and tracking specimens, ensuring proper testing and timely results.
- Demonstrated adaptability by effectively performing blood draws on diverse patient populations, including pediatric, geriatric, and challenging cases.
- Stocked phlebotomy cart or carrier with appropriate supplies.
- Improved patient comfort by efficiently drawing blood samples using various techniques such as venipuncture and capillary puncture.
- Assembled tourniquets, needles, and blood collection devices to prepare work trays.
Education
High School Diploma
Associate of Applied Science
Skills
Tax preparation
Tax return filing
Tax law
Financial record keeping
Detail-oriented
Bank reconciliation
Bookkeeping
Payroll processing
Cash flow analysis
Invoice balancing
Account reconciliation
Tax regulations
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
PHBLEBOTOMIST
Bayshore Medical Center
10.2008 - 01.2013
ACCOUNTANT/Tax Preparer
CAMPOS INCOME TAX
01.2008 - Current
SAM RAYBURN HIGHSCHOOL
High School Diploma
San Jacinto College
Associate of Applied Science