Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gina Baca

Sherman,TX

Summary

High-performing customer service proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.

Overview

23
23
years of professional experience

Work History

Tax Professional

H & R Block Seasonal
12.2006 - 04.2024
  • Prepare both Federal and State tax returns
  • Resolve any issues with rejected tax returns
  • Utilize E-File program to expedite returns
  • Use various sales and marketing tools to increase customer base
  • Facilitated successful internal and external audits through sound and thorough documentation.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.

Transportation Administration Assistant

Lineage Logistics
05.2015 - 07.2017
  • Create daily invoices and execute daily billing processes
  • Prepare weekly statements for customer payment
  • Provide clerical support to company's accounting department
  • Investigate and resolve all billing discrepancies
  • Utilize multiple programs for importing, exporting, and merging data
  • Review and confirm proof of delivery manifests
  • Assist management team with carrier issues involving the transportation management system.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Increased customer satisfaction by providing timely and professional responses to inquiries via phone, email, or in-person visits.
  • Facilitated employee onboarding experience by coordinating orientation sessions and completing necessary paperwork efficiently.
  • Executed record filing system to improve document organization and management.
  • Reduced administrative workload for supervisors, managing calendar appointments and coordinating meeting logistics.

Administrative/Support Team

GYL Decauwer LLP CPA
10.2004 - 12.2006
  • Process credit card transactions
  • Manage daily checks and bank deposits
  • Maintain professional and professional atmosphere
  • Direct communication with current and prospective clients.

Front Office Assistant

Thermal Dynamics
06.2001 - 03.2004
  • Managed expense reports, travel, and various tasks for CEO
  • Created various reports and distributed mail
  • Greeted and logged all office visitors.

Education

High School Diploma -

Arroyo High School El Monte / Adult School
El Monte, CA

Skills

  • Invoice Processing
  • Customer Service
  • Accounting Processes
  • Merging of Data
  • Importing and Exporting Reports
  • Word
  • Excel
  • Outlook
  • WMS System
  • Tax Credits and Incentives
  • State and Local Taxation
  • Tax Compliance Expertise
  • Tax Software Proficiency
  • Data inputting

Timeline

Transportation Administration Assistant

Lineage Logistics
05.2015 - 07.2017

Tax Professional

H & R Block Seasonal
12.2006 - 04.2024

Administrative/Support Team

GYL Decauwer LLP CPA
10.2004 - 12.2006

Front Office Assistant

Thermal Dynamics
06.2001 - 03.2004

High School Diploma -

Arroyo High School El Monte / Adult School
Gina Baca