Detail-oriented and client-focused Seasonal Tax Preparer with extensive experience in individual and small business tax return preparation, IRS compliance, and risk control. Skilled in utilizing Drake Tax, UltraTax CS, and ProConnect Tax Online to maximize deductions, audit evidence documentation, and maintain high accuracy standards during peak tax filing seasons.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Senior Tax Associate | Tax Preparation
PwC (PricewaterhouseCoopers)
Texas City, TX
01.2026 - 04.2026
Prepared and reviewed federal and state individual and business income tax returns, including Forms 1040, 1065, and 1120-S, ensuring accuracy and adherence to applicable tax regulations.
Analyzed complex financial statements, income documentation, expense records, and supporting schedules to determine tax liabilities and identify eligible deductions and credits.
Conducted comprehensive reviews of tax workpapers, supporting documentation, and financial reconciliations to identify discrepancies and minimize filing errors.
Researched federal and state tax regulations to support accurate tax treatment, compliance requirements, and resolution of complex tax-related matters.
Collaborated with tax professionals and engagement teams to complete multiple client assignments while maintaining strict seasonal filing deadlines.
Assisted with tax planning initiatives by evaluating client financial information and identifying potential tax-saving opportunities.
Maintained detailed client records and supporting audit documentation while ensuring confidentiality and compliance with established data protection standards.
Prepared federal, state, and local tax workpapers with strong attention to detail.
Supported tax return compliance by gathering client data and validating source documents.
Researched complex tax issues and summarized findings for review by engagement teams.
Reconciled trial balance data to ensure accurate tax provision calculations and reporting.
Seasonal Tax Specialist
Jackson Hewitt Tax Service Inc
Texas City, TX
01.2025 - 04.2025
Prepared and electronically filed federal and state individual income tax returns for clients with diverse financial backgrounds and tax situations.
Conducted detailed client consultations to evaluate income sources, filing status, dependents, deductions, and eligibility for applicable tax credits.
Reviewed W-2s, 1099s, investment income statements, self-employment records, and other financial documentation to ensure accurate tax reporting.
Assisted clients with Schedule C, Schedule D, and Schedule E reporting, including business income, capital gains, and rental property transactions.
Identified potential tax deductions and credits, including the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), and education-related tax benefits.
Resolved tax return discrepancies, incomplete documentation, and filing inquiries while maintaining excellent customer service.
Ensured compliance with IRS filing requirements, taxpayer identification procedures, client confidentiality standards, and electronic filing protocols.
Managed multiple client appointments and tax preparation assignments while consistently meeting filing deadlines.
Prepared accurate individual tax returns using current IRS and state tax regulations.
Reviewed tax documents for completeness, consistency, and compliance before submission.
Entered return data into tax software and verified calculations for accuracy.
Interviewed clients to gather income, deductions, and filing information.
Seasonal Tax Preparer
Liberty Tax Service
Texas City, TX
01.2024 - 04.2024
Prepared accurate federal and state individual income tax returns in accordance with IRS guidelines and applicable tax laws.
Reviewed income statements, employment records, tax forms, and supporting documentation to ensure accurate reporting and identify discrepancies for client benefit.
Assisted taxpayers with standard and itemized deductions, dependent claims, education credits, and other applicable tax benefits.
Reviewed income statements, employment records, tax forms, and supporting documentation to identify discrepancies and ensure accurate reporting.
Explained tax filing outcomes, refund expectations, and payment obligations to clients, enhancing their understanding of tax processes.
Maintained organized client files and accurate documentation, ensuring confidentiality of sensitive personal and financial information.
Explained tax filing outcomes, refund expectations, and payment obligations to clients in a clear and professional manner.
Maintained organized client files, accurate documentation, and strict confidentiality of sensitive personal and financial information.
Stayed informed of changes in tax laws, IRS filing procedures, and regulatory requirements to support compliant tax preparation services.
Interpreted tax regulations to support compliant return preparation and client guidance.
Education
Bachelor of Arts - Law
Unilag
Skills
Tax Compliance
Audit preparedness
Effective communication
Drake Tax, UltraTax CS, ProConnect Tax Online
Consultation services
Tax software proficiency
Business development
Organizational growth
Lifelong learning
Commitment to learning
Certification
IRS Annual Filing Season Program (AFSP) | Active PTIN Holder
Senior Tax Associate - Global Mobility Tax & Social Security at Vialto PartnersSenior Tax Associate - Global Mobility Tax & Social Security at Vialto Partners
Senior Tax Associate-Property Tax Compliance (Returns Preparation) at RYAN LLCSenior Tax Associate-Property Tax Compliance (Returns Preparation) at RYAN LLC