Jessica Orozco
Fort Worth,TX
Summary
Dynamic Tax Preparer Assistant at Guevara's Income Tax, adept at enhancing client satisfaction through meticulous tax return preparation and effective communication. Proven expertise in tax software and compliance, coupled with strong organizational skills, led to streamlined workflows and improved productivity during peak seasons. Committed to maintaining client confidentiality and delivering accurate results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer Assistant
Guevara's Incometax
07.2017 - 08.2021
- Assisted in preparing and reviewing client tax documents for accuracy and compliance.
- Supported senior tax preparers in conducting thorough tax research to address client inquiries.
- Organized and maintained electronic and paper filing systems for efficient document retrieval.
- Collaborated with team members to streamline tax preparation workflows, improving overall productivity.
- Educated clients on necessary documentation required for tax filings, enhancing client satisfaction.
- Updated and managed software databases to ensure accurate tracking of client information.
- Provided training support to new hires on internal processes and software usage for tax preparation.
- Responded to inquiries from IRS and other tax authorities.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Utilized tax software to efficiently complete individual and business returns, ensuring accuracy and compliance with all applicable laws and regulations.
- Met strict deadlines by efficiently managing time and prioritizing tasks during peak tax season periods.
- Developed a comprehensive understanding of various forms, schedules, and filing requirements as part of ongoing professional development efforts within the role of Tax Preparer Assistant.
- Monitored regulatory changes impacting tax preparation practices to maintain compliance standards.
- Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations.
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
Volunteer Tax Assistant
VITA Volunteer Income Tax Assistance
01.2023 - 01.2024
Education
Completed Course - Taxes
H&R Block Tax Course
Kansas City, MO11-2025
Associate of Arts - Accounting And Finance
Tarrant County College
Fort Worth, TX09-2017
Skills
- Deadline oriented
- Auditing
- Data entry proficiency
- Tax software mastery
- Client confidentiality
- Audit support
- Accounting expertise
- Organization skills
- Tax-related research
- Client communication
- Tax return preparation
- Payroll
- Bookkeeping
- Data gathering
- Tax law knowledge
- Finance
- Attention to detail
- Time management
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Critical thinking
Certification
- [Area of expertise] License - [Timeframe]
Languages
Spanish
Professional Working
Timeline
Volunteer Tax Assistant
VITA Volunteer Income Tax Assistance
01.2023 - 01.2024
Tax Preparer Assistant
Guevara's Incometax
07.2017 - 08.2021
Completed Course - Taxes
H&R Block Tax Course
Associate of Arts - Accounting And Finance
Tarrant County College