Jennifer Cole
Spartanburg,SC
Summary
Adept at maintaining confidentiality and fostering client trust, I excelled in tax preparation at One Stop Taxes, enhancing client satisfaction through meticulous financial analysis and strategic tax planning. My expertise in tax law compliance, coupled with strong relationship-building skills, ensured accurate, timely, and client-focused service.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Business and Personal Tax Preparer
One Stop Taxes
01.2014 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Skills
- Local, state, and federal tax returns
- Relationship Building
- Income Tax Preparation
- Document Preparation
- Organization skills
- Tax Return Preparation
- Bookkeeping
- Client Communication
- Data inputting
- Data Gathering
- Tax Law Compliance
- Organizational abilities
- Verbal/written communication
- Bookkeeping Expertise
- Sales Tax Filing
- Tax law knowledge
- Financial Statements
- Payroll familiarity
- Finance
- Financial Management
- Tax Compliance
- State Tax Regulations
- Account Reconciliation
Education
Bachelor Of Business - Business
ECPI University
Virginia Beach, VA 2014.01 - 2016.01
Timeline
Business and Personal Tax Preparer
One Stop Taxes
01.2014 - Current
Bachelor Of Business - Business
ECPI University
2014.01 - 2016.01
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