Everett Tune Jr.
Medford
Summary
Detail-oriented professional with experience in tax preparation and corporate accounting. Demonstrates ability to meet team and company goals while supporting colleagues. Skilled in multitasking and managing time effectively to deliver error-free projects under pressure. Seeking a role that fosters growth and learning opportunities.
Overview
9
9
years of professional experience
Work History
Tax Expert Lead - Seasonal
TurboTax
Medford
01.2024 - Current
- Assist tax preparers by reviewing returns
- Troubleshoot TurboTax software for tax preparers to help them better assist clients
- Tax return preparation when needed
- Knowledge resource for tax preparers when they have a specific tax area they are having trouble navigating
- Reviewed client documentation for accuracy and completeness.
- Communicated tax law changes to clients during consultations.
- Assisted clients in maximizing deductions and credits available.
- Resolved client inquiries regarding tax preparation processes.
- Maintained confidentiality of sensitive client financial information.
- Filed electronically through approved software programs.
- Assisted customers with any questions they had about their taxes or filing status.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
Staff Accountant
Dukal Corporation
Ronkonkoma
04.2017 - Current
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Generated financial reports for management review including income statement, balance sheet, cash flow statement.
- Created reports to track budget variances against actual results.
- Researched complex transactions to ensure proper classification within the general ledger accounts.
- Prepared and provided department specific budget to actual reports monthly.
- Assisted with quarterly reporting including footnote preparation
- Prepare monthly reductions to sales report for management review.
- Worked directly with the assistant controller to analyze monthly sales tax entries using Avalara software.
Tax Preparer
H&R Block
Shirley
01.2020 - 04.2023
- Spent four tax seasons preparing individual tax returns
- Completed 50-100 tax returns each season, ensuring accuracy and compliance
- Prepared a range of returns from basic 1040EZ to complex Schedule C, addressing diverse client needs
- Grew customer base and improved retention rate over three years at H&R Block through personalized service
Education
Bachelor of Science - Economics
University at Albany - State University of New York
Completed 30 Credits - Accounting
Gannon University
Skills
- Dynamics NAV & Dynamics 365 Business Central
- AS400
- Advanced Excel
- Pivot Tables
- V-Lookups
- Avalara
- Data analysis
- Microsoft Office applications
Timeline
Tax Expert Lead - Seasonal
TurboTax
01.2024 - Current
Tax Preparer
H&R Block
01.2020 - 04.2023
Staff Accountant
Dukal Corporation
04.2017 - Current
Bachelor of Science - Economics
University at Albany - State University of New York
Completed 30 Credits - Accounting
Gannon University