Hi, I’m
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
years of professional experience
1
Certificate
Work History
Rhodes Murphy & Company
Tax Preparer
2023.01 - Current (1 year & 8 months)
Job overview
- 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
Gusto Technology
Payroll Specialist
2021.09 - 2022.07 (10 months)
Job overview
- 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.
Motus
Tier 2 Technical Support Specialist
2020.09 - 2021.08 (11 months)
Job overview
- 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.
Delta Airlines
Baggage Service Agent
2010.12 - 2020.08 (9 years & 8 months)
Job overview
- 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.
U.S Census Bureau
Census Enumerator
2010.01 - 2010.08 (7 months)
Job overview
- 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
Cross Creek High School , Augusta, GA
High School Diploma
05.2009
Skills
- 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
Certification
2023 IRS 2 Hour Continuing Education: Ethics for the Tax Practitioner
2023 IRS AFSP CE 6 Hours - Annual Federal Tax Refresher Course
2023 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
Languages
English
Native or Bilingual
French
Elementary
Timeline
Tax Preparer
Rhodes Murphy & Company
2023.01 - Current (1 year & 8 months)
Payroll Specialist
Gusto Technology
2021.09 - 2022.07 (10 months)
Tier 2 Technical Support Specialist
Motus
2020.09 - 2021.08 (11 months)
Baggage Service Agent
Delta Airlines
2010.12 - 2020.08 (9 years & 8 months)
Census Enumerator
U.S Census Bureau
2010.01 - 2010.08 (7 months)
Cross Creek High School
High School Diploma
2023 IRS 2 Hour Continuing Education: Ethics for the Tax Practitioner
2023 IRS AFSP CE 6 Hours - Annual Federal Tax Refresher Course
2023 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
H&R Block Certificate of Completion
Delivery Method: Blended Learning
Event Location: Kansas City
Field of Study: Taxes (Federal) 61 Hours of study
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