JAMES DEVA
North Augusta,SC
Summary
- Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
- Enthusiastic Tax Professional experienced in Different types of tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 2 years of industry expertise. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- High-performing Tax Preparer skilled 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.
- Have obtained 4 certificate of completions from H&R Block Platinum Professional services and the IRS.
- I have assisted and filed over 200 Different returns including business returns for S-corp and LLcs. As well as self-employed individuals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Preparer Rhodes Murphy & Company
New Ellenton, SC
01.2023 - Current
- IRS 10 Hour Continuing Education : Personal Income Tax Return
- Certificate of Completion : Income Tax course by H&R Block 2023 Annual Filing Season Program Record of Completion
- H&R BLOCK CERTIFICATE OF COMPLETION
- Delivery Method: Blended Learning
- Event Location: Kansas City Field of Study: Taxes (Federal) 61 Hours of study
- LANGUAGES
- English
- Native or Bilingual French Elementary
- Analyzed financial documents to accurately reflect client information on tax returns
- Prepared tax returns for clients in various industries according to government regulations and requirements
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Researched complex tax issues utilizing online resources and professional tax software
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
- Offered clients recommendations to reduce tax liabilities
- Responded to inquiries from IRS and other tax authorities
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns
- Analyzed financial records to verify accuracy of tax returns
- Collaborated with clients to answer questions and provide advice on tax matters
- Identified potential audit red flags to minimize risk of IRS audits
- Utilized tax software to prepare returns and meet deadlines
- Researched tax implications for various deductions and credits
- Maintained compliance by adhering to current tax laws and regulations
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
- Assessed client tax situations to determine best filing options
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities
- Calculated estimated tax payments for clients
- Prepared US, multistate, and international tax returns for business clients
- Completed Over 200 separate returns for the 2023 Tax Season
Payroll Specialist
Gusto Technology
Augusta, GA
09.2021 - 07.2022
- Reconciled payroll discrepancies and responded to inquiries from employees
- Managed and updated employee benefits information
- Audited timesheets and payroll records for accuracy
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database
- Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions
- Calculated wages, deductions and bonuses in accordance with company policies
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings
- Assisted management in developing and tracking payroll budgets
- Coordinated resolution of payroll discrepancies
- Performed data entry tasks and maintained accurate records of employee payroll information
- Maintained strict confidentiality of all payroll information and records
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution
- Generated reports to track employee time and attendance
- Created new hire and termination documents for payroll
- Resolved payroll discrepancies quickly and successfully
- Developed and implemented payroll procedures to streamline workflow.
Tier 2 Technical Support Specialist
Motus
Augusta, GA
09.2020 - 08.2021
- Researched and identified solutions to technical problems
- Offered assistance in implementing and developing training programs
- Shepherded customers through ongoing or multifaceted technical struggles to research long-term solutions
- Leveraged data-driven monitoring systems to identify and resolve potential issues
- Received inbound phone calls transferred from Tier 1 specialists to research and resolve advanced technical issues
- Developed proactive tools to assist customers and internal support organization
- Installed and configured operating systems and applications
- Configured hardware, devices, and software to set up work stations for employees
- Mentored less experienced team members to improve customer responses and work towards one-touch tickets
- Generated reports to track performance and analyze trends
- Collaborated with vendors to locate replacement components and resolve advanced problems
- Assessed technical complexity of tickets to escalate to Tier 3 team
- Wrote and modified SQL queries to collect data for analytics, critical statistics and generate reports.
Baggage Service Agent
Delta Airlines
Augusta, GA
12.2010 - 08.2020
- Participated in team meetings and training sessions to stay informed about product updates and changes
- Responded to customer requests for products, services, and company information
- Answered customer telephone calls promptly to avoid on- hold wait times
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates
- Met customer call guidelines for service levels, handle time and productivity
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Exhibited high energy and professionalism when dealing with clients and staff
- Investigated and resolved customer inquiries and complaints quickly
- Clarified customer issues and determined root cause of problems to resolve product or service complaints
- Developed customer service policies and procedures to meet and exceed industry service standards
- Enhanced productivity levels by anticipating needs and delivering outstanding support
- Increased efficiency and team productivity by promoting operational best practices
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management
- Cross-trained and backed up other customer service managers.
Census Enumerator U.S Census Bureau
Augusta, GA
01.2010 - 08.2010
- Conducted interviews with participants to assess eligibility
- Completed surveys by rechecking contact information before ending each call
- Investigated candidate history and employment claims to confirm eligibility for positions
- Interviewed residents in assigned areas to explain purpose of Census, ask questions and record answers
- Performed field staff duties critical to completing accurate count in hard-to-reach communities
- Maintained and submitted records of hours worked, miles driven and expenses incurred to facilitate accurate reporting measures.
Education
High School Diploma - undefined
Cross Creek High School
May 2009
Certification
- Tax Laws
- Tax Accounting
- Local, State and Federal Tax Returns
- Due Diligence
- Multi-State Tax Filing
- Tax Code Knowledge
- Payroll Familiarity
- Time Management
- Information Processing
- Exemptions Expertise
- Customer Transactions
- Mortgage-Related Documents
Timeline
Tax Preparer Rhodes Murphy & Company
01.2023 - Current
Payroll Specialist
Gusto Technology
09.2021 - 07.2022
Tier 2 Technical Support Specialist
Motus
09.2020 - 08.2021
Baggage Service Agent
Delta Airlines
12.2010 - 08.2020
Census Enumerator U.S Census Bureau
01.2010 - 08.2010
High School Diploma - undefined
Cross Creek High School