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.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Preparer
tax and crypto resolution
01.2020 - Current
Prepared and filed accurate federal, state, and local tax returns for 75 individuals in one month, partnerships, corporations, and trusts
Reviewed financial documents such as income statements, balance sheets, and expense reports to ensure compliance with tax laws
Researched and interpreted complex tax regulations to provide clients with up-to-date information on deductions, credits, and exemptions
Identified potential tax savings opportunities by analyzing client's financial records and recommending appropriate strategies
Utilized electronic filing systems to submit tax returns efficiently while ensuring accuracy of data entry
Provided exceptional customer service by promptly responding to client inquiries via phone calls or emails throughout the year
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Postmates Delivery Driver
Postmates
09.2017 - 09.2020
Demonstrated strong attention to detail when checking orders for accuracy before delivering them to customers.
Delivered packages to customer doorsteps and business offices.
Completed on-time deliveries by choosing best and most efficient routes.
Verified accuracy of all deliveries against order forms.
Plumber Assistant
Heichel Plumbing Inc
05.2017 - 08.2017
Assisted plumber in the installation and repair of plumbing systems, including pipes, fixtures, and appliances
Measured, cut, and threaded pipes according to specifications using various tools such as pipe cutters and threaders
Prepared work areas by gathering necessary tools and materials for each job
Assembled fittings and valves onto pipes using appropriate techniques to ensure proper connections
Dug trenches and excavated areas to access underground pipes for repairs or installations
Cleaned work areas after completing jobs to maintain cleanliness and safety standards
Maintained inventory of plumbing supplies and equipment, ensuring availability for upcoming projects
Collaborated with team members to complete projects within specified timelines while adhering to quality standards.
Repaired plumbing systems, components, and equipment.
Installed valves, hangers, supports, and flanges inside piping systems.
Medical Transportation Driver
DaVita
09.2015 - 12.2016
Managed scheduling and routing efficiently to optimize time management and ensure timely pickups and drop-offs for multiple patients
Communicated effectively with dispatchers to receive trip assignments and provide updates on arrival times
Maintained a clean and organized vehicle, conducting regular inspections to ensure it was in proper working condition
Assisted patients in entering and exiting the vehicle safely, utilizing proper lifting techniques when necessary.
Customer Service Representative
Randstad
01.2013 - 06.2014
Managed a high volume of incoming calls and emails, consistently meeting or exceeding performance metrics for response time and resolution
Built rapport with customers through active listening, empathy, and personalized interactions
Collaborated with cross-functional teams to escalate unresolved issues and ensure timely resolution for customers
Contributed to team success by achieving individual targets while also supporting colleagues during peak periods
Cultivated positive relationships with key clients through regular communication channels such as phone calls or email correspondence.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Licensed Life Insurance Agent
Primerica
06.2011 - 03.2014
Analyzed clients' financial situations to determine appropriate life insurance coverage options
Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
Presented and explained various insurance policies to clients, highlighting benefits, features, and premiums
Collaborated with underwriters to expedite the application process and ensure timely policy issuance
Attended industry conferences and seminars to stay updated on market trends, product knowledge, and regulatory changes
Provided exceptional customer service by promptly addressing inquiries, resolving issues, and processing policy changes
Served as a trusted advisor to clients during claims processes by guiding them through necessary documentation requirements.
Valet Driver
Bags
10.2010 - 04.2011
Provided exceptional customer service by promptly and courteously greeting guests, assisting with luggage, and opening doors
Safely operated a variety of vehicles including sedans, SUVs, and luxury cars in high-traffic areas
Maintained accurate records of vehicle locations and keys to ensure efficient retrieval for guests
Managed parking lot capacity by strategically organizing vehicles to maximize space utilization
Demonstrated strong communication skills by effectively coordinating with other valet drivers to maintain smooth traffic flow
Collaborated with hotel staff to provide seamless guest experiences during check-in/check-out processes
Adhered to all safety protocols and regulations while driving and parking vehicles.
Education
Certificate - Building Construction Technology
West Side Technical College
Winter Garden, FL
08.2016
High School Diploma -
West Orange High School
Winter Garden, FL
09.2007
Skills
Valet Parking
Plumbing
Construction
Financial Services
Microsoft Office
Electrical Experience
Carpentry
Drywall
Insurance Sales
Local, state, and federal tax returns
Income Tax Preparation
Organization skills
Accomplishments
Earned Most Clients Retained Award in [2021-2023].
Certification
Life & Health Insurance License
Driver's License
Languages
English
Native or Bilingual
creoel
Native or Bilingual
Timeline
Tax Preparer
tax and crypto resolution
01.2020 - Current
Postmates Delivery Driver
Postmates
09.2017 - 09.2020
Plumber Assistant
Heichel Plumbing Inc
05.2017 - 08.2017
Medical Transportation Driver
DaVita
09.2015 - 12.2016
Customer Service Representative
Randstad
01.2013 - 06.2014
Licensed Life Insurance Agent
Primerica
06.2011 - 03.2014
Valet Driver
Bags
10.2010 - 04.2011
Life & Health Insurance License
Driver's License
Certificate - Building Construction Technology
West Side Technical College
High School Diploma -
West Orange High School
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