JOSELYN MASON
Lawrenceville,GA
Summary
Credit Analyst bringing a wealth of experience in analyzing documentation to determine the level of risk involved. Offering excellent time management and interpersonal skills and a desire to work for a leasing and financial company for five years.
Successful tax professional focused on performance, customer service and compliance. Offering a little over two years of professional expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.
Overview
6
6
years of professional experience
Work History
Professional Tax Preparer
WM Consulting Services
01.2022 - Current
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- 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.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Business Consultant
GTG Consultant Group L.L.C
01.2018 - Current
- Analyzed problematic areas to provide recommendations and solutions.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Created and developed detailed work plans to meet business priorities and deadlines.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Developed complete business plans and operational strategies for new and existing business.
Education
High School Diploma -
Lakeview Centennial High School
Garland, TX06.2012
Skills
- Litigation Support
- Customer Interaction
- Legal Research
- Mortgage-Related Documents
- Tax Return Preparation
- Team Development
Timeline
Professional Tax Preparer
WM Consulting Services
01.2022 - Current
Business Consultant
GTG Consultant Group L.L.C
01.2018 - Current
High School Diploma -
Lakeview Centennial High School
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