FEROZA MAZLOOMYAR
RSM,CA
Summary
Detail-oriented Tax Preparer with proven skills in tax filing and client communication. Committed to accuracy and timely project completion, ensuring compliance with all deadlines. Dedicated Tax Preparer with strong attention to detail and a focus on delivering efficient workflows. Expertise in tax strategy advice and comprehensive review processes to minimize errors and maximize client benefits. Detail-oriented tax preparer with proven skills in tax strategy and client communication. Committed to optimizing workflows and enhancing client satisfaction through effective problem resolution and timely project management.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
Kohani & Associates
Laguna Hills, California
2023 - Current
- Accurately prepared individual and business tax returns in a timely manner.
- Advised clients on effective tax filing strategies, optimizing their deductions and ensuring legal compliance.
- Reviewed prior year's returns for accuracy and completeness, mitigating potential issues and ensuring seamless submission.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Compiled data from clients to accurately complete tax forms.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Ensured that all applicable deadlines were met when submitting documents.
- Communicated updates and documentation needs to clients in a timely manner, enhancing client satisfaction and compliance.
- Assisted customers with any questions they had about their taxes or filing status.
- Collaborated with team members to enhance workflows through knowledge sharing.
- Worked closely with other departments within the company to ensure accuracy of data entry into system databases.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Admin
Kohani & Shirvany APC
Laguna Hills, California
04.2021 - 07.2024
- Managed day-to-day office operations, ensuring efficient workflow and adherence to policies.
- Managed office operations and maintained organized filing systems.
- Coordinated schedules and meetings for team members and clients.
- Managed incoming communications and directed inquiries to appropriate personnel.
- Prepared documents and reports for internal use, ensuring timely access to information.
- Prepared reports on various projects for management review.
- Handled correspondence, including drafting emails, memos, and reports for senior management.
- Supported project management by tracking deadlines and deliverables.
- Improved office organization by developing filing system and customer database protocols.
- Updated databases with new employee information, job changes and terminations.
- Monitored inventory levels, ensuring adequate supplies to support daily operations. to determine supply levels and maintain inventory.
- Responded promptly to customer complaints in a professional manner.
- Followed up with customer accounts to resolve unpaid or past due accounts.
Education
MBA - Management And Leadership
Kabul University
Kabul01-2018
Bachelor of Administration - Educational Management
KABUL University
Kabul, AFGHANISTAN01-2011
Skills
- Tax preparation and filing
- Tax strategy advice
- Attention to detail
- Workflow optimization
- Client communication
- Client support
- Time management
- Problem resolution
- Office organization
- CRM
- Proseies
- Pro connect
- Turbo Tax
- Trello
- Karbom
Certification
- CTEC
Timeline
Admin
Kohani & Shirvany APC
04.2021 - 07.2024
Kohani & Associates
2023 - Current
MBA - Management And Leadership
Kabul University
Bachelor of Administration - Educational Management
KABUL University