Erika Herrera
Oklahoma City,OK
Summary
Bilingual professional with a strong aptitude for rapid learning and adaptability. Committed to continuous improvement through constructive feedback and focused attention on areas for development. Known for a friendly demeanor and ability to foster positive relationships in diverse environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Preparer
Jaba Bookkeping
Oklahoma City, OK
11.2019 - 04.2025
- 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.
- Assessed client tax situations to determine best filing options.
- 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.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- 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.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Offered clients recommendations to reduce tax liabilities.
- Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Educated clients on future tax planning, helping them to make informed financial decisions.
Warehouse Clerk
Kimray Inc
Oklahoma City, OK
10.2018 - 05.2019
Assembly Line Production Worker
Climatemaster Inc
Oklahoma City, OK
07.2007 - 10.2013
- Maintained a clean and organized workstation, ensuring optimal productivity and safety for all workers.
- Contributed to overall team success by meeting daily production targets consistently.
- Collaborated effectively with team members to maintain smooth workflow and efficient product assembly.
- Demonstrated adaptability by learning new procedures quickly when changes were implemented on the production line.
- Operated various tools and equipment proficiently for faster product assembly without compromising quality.
- Reduced errors in assembled products by maintaining a keen attention to detail and following instructions closely.
Education
GED -
Oklahoma City Community College
Oklahoma City, OK10.2019
High School - undefined
Capital Hill H.S.
05.2002
Skills
- Brazing, scanning parts into computer, burst leak test, setting a/c units from scratch, setting compressors into unit, wrapping copper, scanning units into computer, Packaging, Assembler, brazing copper into unit, Wiring electrical boxes
- Income tax preparation
- Local, state, and federal tax returns
- Document preparation
Certification
- Brazing April 2008 to October 2013 I brazed copper into A/C units!
- Burst leak September 2007 to October 2013 I would connect a/c units with pressure hose and check for leaks, I'd be checking the pressures in the computer making sure the numbers were not low!
Awards
One year with the company November 2008, 5 years with the company November 2012
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
ADDITIONAL INFORMATION
Hard working, always willing to learn something new. I'm a fast learner and like to do team work.
Timeline
Tax Preparer
Jaba Bookkeping
11.2019 - 04.2025
Warehouse Clerk
Kimray Inc
10.2018 - 05.2019
Assembly Line Production Worker
Climatemaster Inc
07.2007 - 10.2013
High School - undefined
Capital Hill H.S.
GED -
Oklahoma City Community College