Frances Briones
San Jacinto,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Tax Preparer
H&r Block
12.2021 - Current
- 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.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- 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.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- 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.
Caregiver
In Home Support Services
05.2017 - Current
- Assist client with activities of daily living, promoting independence and quality of life.
- Clean house, run errands, manage laundry, and complete weekly grocery shopping.
- Assist with dressing guidance, grooming, meal preparation, and medication reminders.
- Perform light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
- Assist with feeding and monitored intake to help patients achieve nutritional objectives.
Education
Bachelor of Science - Business
University of Phoenix
Murrieta, CA04.2015
Skills
- Organization skills
- Document Preparation
- Income Tax Preparation
- Local, state, and federal tax returns
- Relationship Building
- Client Communication
- Data inputting
- Data Gathering
Volunteer work
Currently hold volunteer roles that are in person and virtually
Currently sit on the Board of Directors for The Tuberous Sclerosis Alliance.
Community Resource lead
Clinic Ambassador
Timeline
Tax Preparer
H&r Block
12.2021 - Current
Caregiver
In Home Support Services
05.2017 - Current
Bachelor of Science - Business
University of Phoenix
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