Ivy Takenaka
Bakersfield,CA
Summary
Committed, detail-oriented individual with a bachelor's degree in accounting. Ability to work independently as well as in a team. My goal is to obtain a permanent position in accounting & expand my working experience beyond tax preparation.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Enrolled Agent
BAKER TILLY
Encino, CA
01.2024 - 04.2024
- Ranked in the top 10% of BT/Intuit preparers for the season
- Prepared and consulted on tax returns in collaboration with Intuit/TurboTax Live
- Served as both Enrolled Agent providing full-service tax preparation and consultant in Tax Expert role
- Conducted customer interviews via video, chat, and email for comprehensive tax preparation services.
- Provided customer support on call center, assisting with product inquiries, software guidance, and tax queries.
Document Specialist
CBIZ
Bakersfield, CA
09.2022 - 12.2023
- Prepared and organized documents and maintained inventory for forensic accounting/litigation services using software such as DocuWare, Adobe Acrobat Pro, and Excel.
- Utilized MS Teams for seamless coordination and collaboration among colleagues across offices in California and New York.
- Earned trust of forensic associates and director, resulting in an offer to work in forensic accounting.
- Boosted productivity by supporting forensic accounting associate with preliminary work.
Tax Preparer
LIBERTY TAX
Bakersfield, CA
07.2022 - 09.2022
- Performed post-season tax preparation and provided customer service support using Drake software and Microsoft Office.
- Performed office opening and closing tasks, served as a key holder, managed administrative duties, and handled phone calls for appointment scheduling.
- Coordinated office renovation projects in collaboration with district manager.
Tax Specialist
HR BLOCK
Bakersfield, CA
03.2022 - 04.2022
- Performed tax preparation for customers in a retail office environment, utilizing both in-person and online video interviewing methods.
- Managed collection and organization of documents while providing support for office administration tasks
- Answered phones, scheduled appointments, scanned documents, and packaged clients' tax returns.
Tax Associate
HR BLOCK
Las Vegas, NV
02.2021 - 04.2021
- Demonstrated flexibility by willingly working overtime, contributing up to 55 hours per week to mitigate staff shortages.
- Conducted tax preparation activities in a retail office environment, utilizing both in-person and online video interviewing techniques.
- Managed document collection and provided backup support for office administration
- Answered and managed phone calls, scheduled appointments, scanned documents, packaged clients' tax returns.
- Assisted Enrolled Agents in completing time-saving tasks, including data entry and tax preparation prior to final review.
Education
Bachelor of Science -
UNIVERSITY OF PHOENIX, ONLINE
Phoenix11-2021
Associate of Science - Accounting
KAUAI COMMUNITY COLLEGE, Kauai, HI
Lihue, HI05-1995
Skills
- Typing 40 wpm
- 10 key by touch
- Microsoft Office & Teams
- Adobe Acrobat PRO
- DocuSign
- DocuWare
- Liberty Tax/Drake Software
- H&R Block Proprietary Tax Prep Software
- TurboTax/Intuit Software
- Salesforce
- QuickBooks proficiency
- Bookkeeping
- Data Gathering
- Tax Return Preparation
- Tax advising
- Document Preparation
- Documentation filing
- Records Management
- Storage procedures
- Filing System Management
- Research/due diligence
- High accuracy
- Verbal/written communication
- Real estate sales experience 18 years
Certification
- IRS PTIN P02404871
- QUICKBOOKS Online Certified
- INTUIT Certified Bookkeeping Professional
- ENROLLED AGENT as of 12/2023
References
Upon Request
Timeline
Enrolled Agent
BAKER TILLY
01.2024 - 04.2024
Document Specialist
CBIZ
09.2022 - 12.2023
Tax Preparer
LIBERTY TAX
07.2022 - 09.2022
Tax Specialist
HR BLOCK
03.2022 - 04.2022
Tax Associate
HR BLOCK
02.2021 - 04.2021
Bachelor of Science -
UNIVERSITY OF PHOENIX, ONLINE
Associate of Science - Accounting
KAUAI COMMUNITY COLLEGE, Kauai, HI
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