Hard working and passionate career seeker, experienced in both 1040 and PA State tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 2 years of industry expertise. Adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Courier
Alpha Analytical
04.2022 - Current
Obtained signatures for delivery documents and samples.
Delivered equipment to customer doorsteps and business offices.
Utilized communication devices to stay in contact with dispatch and provide real-time status updates.
Developed strong interpersonal and communication skills from interacting professionally with dispatchers, upper management, and peers.
Loaded and unloaded packages onto delivery vehicles for proper storage and handling.
Performed walk around on delivery vehicle before beginning shift to verify correct and safe operating order.
Pick up samples destined for lab analysis, ice samples to maintain temperature
Maintain coolers of ice at all times to cool samples when clients are on site and unable to obtain ice
Logged delivery information in tracking systems to enable real-time delivery status.
Operated vehicle safely in highly congested areas with no traffic violations.
Drove safely at all times to avoid accidents and harm.
Escalated issues to supervisor for immediate remediation.
Followed safety procedures and regulations to protect packages and vehicles.
Inspected truck prior to delivery, checking for proper stowage of packages.
Developed strong sense of most efficient routes to avoid traffic and construction on local roads and highways.
Properly documented all specimens received using provided paperwork.
Verified package information to check for accuracy and completeness.
Communicated route progress, noting traffic and construction issues to avoid delays for critical deliveries.
Followed company policies and procedures during shift.
Utilized GPS technology to navigate delivery routes and avoid traffic congestion.
Conducted daily vehicle inspections and reported maintenance issues for immediate remediation.
Safely loaded items into delivery vehicle to minimize damage while in transit.
Utilized GPS navigation systems to navigate faster routes.
Handled receipt, storage, identification and delivery of products for clients.
Managed delivery route for optimal use of time and fuel.
Contacted customers to confirm delivery details and locations.
Communicated with dispatch and customers for accurate delivery information.
Built professional relationships with customers and business partners to establish trust and credibility.
Greeted recipients, delivered packages, and parcels and acquired proper signatures for all deliveries.
Wore necessary personal protective equipment to minimize risks from hazardous materials, biohazards, and other harmful substances.
Maintained professional and friendly demeanor during deliveries to uphold company reputation.
Followed Hazardous Materials Regulations (HMR) for transporting dangerous materials.
Drove safely in various weather and road conditions to avoid accidents.
Achieved consistent safety targets by adjusting driving to different road and traffic conditions, balancing loads, and avoiding dangerous driving actions.
Cleaned and maintained vehicle and assessed vehicle for damage after each shift.
Followed proper safety procedures and protocols while loading, unloading and operating vehicles.
Followed all relevant traffic laws and safety regulations.
Tracked delivery status and updated customers for expected delivery time
Driver's License Examiner
Cantors Driving School
04.2019 - Current
Currently driver's license examiner trained and qualified through the State of Pennsylvania training program in Harrisburg PA
Have tested over 300 individuals per year
Taking clients out on the course to test for their drivers license determining eligibility to qualify for driver's license per state guideline
Inform candidates of pass or fail status as per state guidelines
Inform parents (when required) of students pass/fail as per state guidelines and what if anything students need to improve upon in order to qualify for a driver's license
Inform and problem solve with clients as to the reason they did not qualify for licensure and what steps to take to rectify
Occasionally de-escalate an irate client or parent when they do not qualify for licensure
Contact state police as required if/when students are involved in a motor vehicle accident
Conducted exams and tests, graded responses and accurately determined licensing approvals and data verification.
Stayed up-to-date on Pennsylvania laws and licensing requirements to complete accurate and efficient reviews.
Also involves talking to driver's about how they did on the exam, calm nerves of students , and parents
Explain how they did and comforting those who did not pass.
Worked closely with applicants to determine eligibility and verify accuracy and integrity of application data.
Responded to requests for information from public, other municipalities or state and federal legislative offices.
Performed routine data entry or document management.
Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Conduct all tests in a timely manner
Updated operational records or licensing information using computer terminals.
Created documents with applicant information and verified data against state database information.
Applied effective time management techniques to meet tight deadlines.
Resolved problems, improved operations and provided exceptional service.
Tax Associate
Master Alliance Partners
01.2020 - 02.2021
Data entry for busy tax office, entering all customer's data into tax software, while also researching municipality taxes over 2 tax seasons - one of which was the extended season due to Covid 19
Doing taxes for multiple states - PA, DE, NJ as well as local municipalities and city taxes
Offered clients recommendations to reduce tax liabilities.
Identified potential audit red flags to minimize risk of IRS audits.
Developed tax plans and projections to help clients meet objectives.
Analyzed financial records to verify accuracy of tax returns.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
Researched complex tax issues utilizing online resources and professional tax software.
Maintained compliance by adhering to current tax laws and regulations.
Assisted businesses with provisions, international tax issues, multi-state issues and mergers and acquisitions to comply with tax regulations and reduce audits.
Liaised with accountants to confirm accuracy of client tax returns.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Completed and filed returns with tax departments at local, state, and federal levels.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Assessed client tax situations to determine best filing options.
Used computer software to store and retrieve data.
Evaluated source documents to locate needed information.
Preserved customer confidence and protected operations by keeping information confidential.
Managed and organized documents for data entry tasks.
Followed data entry protocols, rules and regulations.
Created spreadsheets for more efficient recordkeeping.
Utilized techniques for increasing data entry speed.
Scanned documents and saved in database to keep records of essential organizational information.
Conducted audits of existing data entry processes.
Corrected data entry errors to prevent duplication or data degradation.
Updated and maintained customer information, documents and records.
Checked for accuracy by verifying data and records.
Compared transcribed data with source document to detect and correct errors.
Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Managed and responded to correspondence and inquiries from customers and vendors.
Generated invoices upon receipt of billing information and tracked collection progress.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Fielded customer complaints, escalating complex issues to management for resolution.
Documented customer interactions and transactions for accurate, up-to-date records.
Advised customers on required information for claim submissions to progress applications.
Responded to customer requests for products, services, and company information.
Assisted customers with completing tax documents to avoid missed information.
Seamstress
Snark And Fandoms (self Employed)
08.2011 - Current
Self taught seamstress with more than 20 years experience
Demonstrated proper textile handling and care related to cleaning, pressing and steaming.
Drew patterns and cut fabric pieces, assembled, and sewed to create wearable garment.
Examined incoming materials and compared to documentation for accuracy and quality.
I have run my own small shop on Etsy for 10 years along with my own website
Started sewing with quilting in the early 2000's and grew into doing bags and soft toys
Acquired an embroidery machine in 2014 and started offering in the hoop items a year later
I currently sew for my own shop, key tags, bookmarks, small vinyl bags, and soft toys.
Set appropriate stops and guides to specified lengths as indicated by scale, rule, or template.
Maintained clean and organized work area and verified safe and proper equipment functionality to reduce downtime.
Checked conformance of finished pieces with rulers.
Inspected finished garments to address flaws and verify adherence to quality standards.
Followed sewing instructions and inspected quality of finished pieces to exceed customer expectations.
Tended to machines, troubleshot malfunctions and completed basic repairs to keep equipment fully functional and well-maintained.
Operated sewing machines to join, reinforce, or decorate products and performed hand stitching for smaller projects.
Drafted designs and patterns for original garments.
Set up displays and signage to attract customers and boost sales for Snark and Fandoms at both craft shows, conventions and festivals.
Set up market stalls and booths at both indoor and outdoor vending opportunities - with an eye to having pleasing displays to entice customers
Built diverse and consistent sales portfolio.
Processed transactions by calculating purchase totals and collecting payments.
Stayed current on company offerings and industry trends.
Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Maintained current knowledge of evolving changes in marketplace.
Negotiated prices, terms of sales and service agreements.
Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Met existing customers to review current services and expand sales opportunities.
Delivered products to customers at negotiated prices.
Generated advertising brochure for vendor use.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Reconciled inventory and customer orders regularly to monitor product availability.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Recorded merchandise levels and frequently purchased products to reorder appropriate amounts.
Developed, maintained and utilized diverse client base.
Built relationships with customers and community to promote long term business growth.
Presented professional image consistent with company's brand values.
Selected correct products based on customer needs, product specifications and applicable regulations.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Recorded accurate and efficient records in customer database.
Responded to customer issues promptly to build strong professional relationships.
Informed customers of promotions to increase sales productivity and volume.
Answered questions and assisted customers with item selection and location.
Merchandiser
Footprint Solutions
07.2021 - 04.2022
Traveling from store to store and tagging items with anti theft stickers, reorganizing displays and inventory replenishment
Verified products appeared at correct locations in proper quantities.
Monitored and replenished display inventory and restructured according to available stock.
Incorporated new design techniques to create innovative and eye-catching displays.
Scheduled regular maintenance and repair of displays for longevity.
Updated pricing and signage to complete product displays and educate customers.
Established strong vendor relationships to maintain and support business.
Implemented sales strategies to generate leads and maximize profit margins.
Answered customer questions regarding store merchandise, department information, and pricing.
Inspected merchandise for quality and arranged proper display location on floor.
Arranged consistent shelves, bins, and racks at [Number] locations by following established planograms.
Removed damaged, out-of-code, not-in-set and discontinued items from displays.
Collaborated with store managers to determine best placement for merchandise displays.
Conducted regular store audits to verify compliance with company policies.
Organized store merchandise racks by size, style, and color.
Monitored inventory levels and kept adequate stock in product displays on sales floor.
Completed efficient store resets to prepare store for special promotions and seasonal updates.
Education
High School Diploma -
Sun Valley High School
Aston, Pa
06.1994
Tax Preparation
H+R Block Tax School
Online
10.2022 - 01.2023
Skills
Tax Experience
Reading Comprehension
Verbal Communication
Seamstress (10 years)
Customer service (10 years)
Processing Samples
Attention to Confidentiality
Time Management
Business Processes and Procedures
Issue Escalation
Punctuality and Reliability
Data Integrity
Maintaining Clean Work Areas
Equipment Operations
Client Requirements
Critical Thinking
Creative Solutions
Safe Driving
Inventory Records
Basic Mathematical Abilities
Inventory Maintenance
Timeline
Tax Preparation
H+R Block Tax School
10.2022 - 01.2023
Courier
Alpha Analytical
04.2022 - Current
Merchandiser
Footprint Solutions
07.2021 - 04.2022
Tax Associate
Master Alliance Partners
01.2020 - 02.2021
Driver's License Examiner
Cantors Driving School
04.2019 - Current
Seamstress
Snark And Fandoms (self Employed)
08.2011 - Current
High School Diploma -
Sun Valley High School
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