Felisa Osavio
Pikesville,MD
Summary
Detail-oriented Financial Service Professional with 10+ years of experience in; tax preparation, bookkeeping, and payroll services for numerous entities. Expert in managing paperwork for tax returns, extensions, financial planning, calculations and write-ups. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. High-performing and proficient at preparing complete and accurate financial records, tax returns, and other documentation.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Service Professional
Bae And Co LLC
02.2014 - 11.2023
- Completed and filed returns with tax departments at local, state and federal levels using professional software.
- Saved clients thousands of dollars by thoroughly explaining eligible credits and itemization
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Managed a team of 8 employees handling up to 218 clients per year.
- Facilitated communication between clients and tax authorities.
- Managed payroll and bookkeeping services, providing accurate financial records for 10 to 13 companies ensuring compliance with financial regulations and company policies.
- Created spreadsheets to report accurate financial records including accounts payable and accounts receivable.
- Delivered informative presentations to implement new ideas, promoting thought leadership within the field of finance.
Lead Tax Preparer
CJ Business Services
02.2019 - 12.2021
- Prepared, completed and filed returns with tax departments at local, state and federal levels across US.
- Facilitated communication between clients and tax authorities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Cross-trained existing employees to maximize team agility and performance.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Adhered to due diligence and requirements of professional tax preparation.
- Oversaw team of 3 tax professionals handling up to 216 clients per year.
- Delivered comprehensive tax documentation required for accurate individual, business and corporate returns.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Communicated professionally with colleagues, freelancers and clients.
- Resolved continuous issues over phone and in person with customers daily.
- Conducted payrolls for all employees.
- Implemented and developed customer service training processes.
- Engaged with all employees daily and facilitated weekly meetings to keep friendly and equal work environment.
Education
Associate of Applied Science - General Studies
Baltimore City College
Baltimore, MD05.2010
Skills
- Tax Liability Management
- Bookkeeping Services
- Multi-State Tax Filing
- Tax Return Preparation
- Document Preparation
- Virtual Tax Interviews
- Tax Accounting Software
- Deductions Understanding
- Payroll Services
- QuickBooks Proficiency
- Electronic Filing Software
Certification
- Certified Preparer through IRS
Timeline
Lead Tax Preparer
CJ Business Services
02.2019 - 12.2021
Financial Service Professional
Bae And Co LLC
02.2014 - 11.2023
Associate of Applied Science - General Studies
Baltimore City College
- Certified Preparer through IRS
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