Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Education Credentials
Languages
Timeline
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ERIN T. HARRIS-CAMPBELL

Philadelphia,PA

Summary

Technology-inclined accounting and finance professional commands results with sound analytical and creative thinking abilities. Dependable with attention to detail to positively collaborate in teams or solo projects as directed by leadership.

Intellectually curious to problem solve with innovation, empathy and flexibility by streamlining processes for optimal client experience.



Overview

9
9
years of professional experience
1
1
Certification

Work History

TAX EXPERT

INTUIT INC (TURBOTAX)
01.2023 - Current
  • Leveraged knowledge of tax laws and state/federal regulations to provide comprehensive assistance while maintaining top tier professionalism.
  • Owned exceptional customer service interactions as a subject matter expert by resolving issues effectively and efficiently.
  • Collaborated with customers to provide expert level strategic tax advice on tax planning, deductions, credits, and other opportunities to minimize tax liabilities.
  • Investigated and rectified discrepancies in customer entered data and tax forms to ensure adherence to all relevant tax regulations and stayed updated on tax law changes.
  • Conducted quality checks to ensure accuracy and compliance with IRS regulations. Upheld confidentiality and data security standards.

TAX ASSOCIATE

CAPITAL & WORTH IN PARTNERSHIP WITH HR BLOCK
01.2021 - 05.2021
  • Prepared and reviewed complex tax returns for individuals, partnerships, corporations, and other entities such as family estates.
  • Partnered with management on team responsibilities such as researching tax treaties between the United States of America and various foreign countries to avoid double taxation for international clients who identify as ex-patriots.
  • Produced accurate tax information to clients regarding local county tax and applicable state/federal laws that impact client's net financial position.
  • Governed consultations on tax advantage strategies to employ tax avoidance for clients to utilize outside of the tax year.

ACCOUNTING ASSISTANT

GLOBAL CAPITAL LLC
01.2015 - 01.2021
  • Provided support in preparing tax returns and completing different forms, including W-2s, 1099 and other basic tax forms
  • Restructured my role by supporting seamless communication between clients and staff, collating tax documentation and other information to complete engagement for Tax Advisor.
  • Engaged with small business owners, reviewed financial statements, guided consultations on tax advantage strategies, and delivered substantial time and monetary savings to clients.
  • Created and governed financial databases for data entry profiles for new clients, tracking and reporting their tax concerns to the Tax Advisor.
  • Increased organizational annual revenue by 25% by pursuing new business opportunities through internal networking, securing numerous small to mid-size business clients.

INCOME MAINTENANCE CASEWORKER

DEPARTMENT OF HUMAN SERVICES
01.2016 - 07.2019
  • Assessed eligibility for Pennsylvania resident and non-resident applications to determine if applicants met requirements for public assistance programs.
  • Developed individual plans for self-sufficiency and conducted interviews for additional accountability towards the path of success for clients.
  • Validated out-of-state applicant's information by liaising with other government agencies to verify areas of concern.
  • Re-evaluated clients for program eligibility by accurately interpreting and implementing policy, program procedure, and federal regulations.
  • Actively participated in hearings and appeals by preparing reports for court officials to ascertain benefit eligibility for clients.
  • Met all project management goals by strictly adhering to monthly deadlines and sanctioned budgets.
  • Chaired Decorations Committee and built new relationships for the first time ever with external organizations to boost morale for state employees.

Education

MBA - Strategic Management

Villanova University
Villanova, PA
08.2023

Associate of Science - Accounting

Delaware County Community College
Media, PA
12.2021

Bachelor of Arts - Urban Studies And Spanish

Temple University
Philadelphia, PA
01.2011

Skills

    Data Management

    Account Reconciliation

    Tax Law Compliance

    Business Analysis

    Relationship Building

    Tax Reporting

    Project Management

    Tax Code Knowledge

    Public Accounting

    Financial Management

    Tax Research

    Financial Statement Review

Certification

CPA Candidate

Affiliations

  • PA Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants, Student Member
  • PA Society of Tax & Accounting Professionals

Education Credentials

  • Master of Business Administration in Strategic Management, Villanova University, Radnor, PA, 08/2023
  • Associate of Applied Science in Accounting, Delaware County Community College, Media, PA, 12/2021
  • Bachelor of Arts in Spanish and Urban Studies, Temple University, Philadelphia, PA, 01/2011

Languages

Spanish

Timeline

TAX EXPERT

INTUIT INC (TURBOTAX)
01.2023 - Current

TAX ASSOCIATE

CAPITAL & WORTH IN PARTNERSHIP WITH HR BLOCK
01.2021 - 05.2021

INCOME MAINTENANCE CASEWORKER

DEPARTMENT OF HUMAN SERVICES
01.2016 - 07.2019

ACCOUNTING ASSISTANT

GLOBAL CAPITAL LLC
01.2015 - 01.2021

MBA - Strategic Management

Villanova University

Associate of Science - Accounting

Delaware County Community College

Bachelor of Arts - Urban Studies And Spanish

Temple University

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ERIN T. HARRIS-CAMPBELL