JoAnne Morales
53 Pine Cir Dr ,Palm Coast,FL
Summary
Results-driven Tax Analyst skilled in tax compliance, financial analysis, and client relationship management. Committed to ensuring regulatory compliance and providing strategic tax advice to minimize client liabilities.
Overview
18
18
years of professional experience
Work History
Tax Analyst
Indigolink Tax Service
Palm Coast, FL
01.2022 - Current
- Advised clients on advantageous tax filing strategies, enhancing compliance and minimizing liabilities.
- Compiled data from multiple sources to prepare tax returns accurately and timely.
- Interpreted financial statements and prepared supporting documentation required for filing taxes accurately.
- Maintained up-to-date knowledge of changes in taxation laws and regulations.
- Assisted in resolving IRS inquiries into client tax filings, ensuring timely and accurate responses.
- Finalized and processed paperwork with local, state and federal government authorities.
- Performed analytics and reporting of key performance measures and variance analysis to support management in financial decision making.
Office Manager
Jackson Hewitt Tax Svc
Daytona Beach, Florida
12.2021 - 04.2025
- Oversaw office budget to manage inventory, postage, and vendor services effectively.
- Coordinated daily office operations and streamlined workflow among staff to enhance productivity.
- Scheduled and organized appointments for tax preparation services to optimize client service.
- Coded and entered daily invoices with in-house accounting software.
Front End Associate
Walmart
Palm Coast, FL
01.2020 - 07.2020
- Supported customers in resolving inquiries and selecting products to enhance their shopping experience.
- Processed cash, credit card, check, and gift card payments using point-of-sale system to ensure accurate transactions.
- Worked with coworkers on special projects to achieve team objectives and improve store operations.
- Ensured compliance with all safety policies and procedures.
Hairstylist
Hair Cuttery Salon
Jacksonville, Florida
03.2008 - 01.2020
- Executed a variety of hair cutting techniques tailored to individual customer needs.
- Provided personalized consultations to determine client hairstyles and preferences.
- Coordinated appointment scheduling to enhance time efficiency for clients and staff.
- Applied health and safety regulations to maintain a safe workplace environment.
Hairstylist
Great Clips
Palm Coast, FL
07.2008 - 03.2018
Education
Associate of Business Administration - Business Administration
Chattahoochee Technical College
Marietta, GA04-2007
Cosmetology Diploma - Cosmetology
Chattahoochee Technical College
Marietta, GA03-2005
Some College (No Degree) - Phlebotomy
Daytona State College
Daytona Beach, FLSkills
- Tax preparation
- Attention to detail
- Tax consulting
- Regulatory compliance
- Financial analysis
- Data management
- Client relationship management
Timeline
Tax Analyst
Indigolink Tax Service
01.2022 - Current
Office Manager
Jackson Hewitt Tax Svc
12.2021 - 04.2025
Front End Associate
Walmart
01.2020 - 07.2020
Hairstylist
Great Clips
07.2008 - 03.2018
Hairstylist
Hair Cuttery Salon
03.2008 - 01.2020
Associate of Business Administration - Business Administration
Chattahoochee Technical College
Cosmetology Diploma - Cosmetology
Chattahoochee Technical College
Some College (No Degree) - Phlebotomy
Daytona State College