Summary
Overview
Work History
Education
Skills
Certification
Timeline
OperationsManager
Jericka Harris

Jericka Harris

Radcliff,KY

Summary

Successful tax professional focused on performance, customer service and compliance. Offering over 8 years of expertise in reviewing annual reports, Individual & small business compliance. Experienced in assisting with financial planning and analysis. In addition, conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Associate

JDA Associates
01.2023 - Current
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Assessed client tax situations to determine best filing options.

Tax Associate

The Tax Boutique KY
Radcliff, KY
12.2019 - Current
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Assessed client tax situations to determine best filing options.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Offered clients recommendations to reduce tax liabilities.
  • Analyzed financial records to verify accuracy of tax returns.
  • 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.

Driver

Uber And Lyft
01.2017 - 01.2023
  • Communicated with customers to provide delivery updates and confirm delivery locations.
  • Communicated with passengers to provide information and assistance for excellent customer service and positive experiences.
  • Delivered goods and products to customer on time and in excellent condition.
  • Followed Hazardous Materials Regulations (HMR) for transporting dangerous materials.
  • Followed all relevant traffic laws and safety regulations.
  • Utilized GPS and other navigation tools to plan routes and stay on schedule.

Education

GED -

Ahrens Adult Education
Louisville
05.2012

Skills

  • Reading Comprehension
  • Tax Code Knowledge
  • Detailed Documentation
  • Tax Laws
  • Passed Comprehensive Enrolled Agent Exam
  • Due Diligence
  • Critical Thinking
  • Income Statements
  • Active Listening
  • Verbal Communication
  • Time Management
  • Tax Liability Management
  • IRS Correspondence

Certification

  • Enrolled Agent-2023

Timeline

Tax Associate

JDA Associates
01.2023 - Current

Tax Associate

The Tax Boutique KY
12.2019 - Current

Driver

Uber And Lyft
01.2017 - 01.2023

GED -

Ahrens Adult Education

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Jericka Harris