Joseph Serrano
North Adams,MA
Summary
Customer service professional with proven multitasking and time management skills, consistently delivering positive results for clients. Expertise in analyzing financial histories and preparing precise tax filings for diverse customer backgrounds. Strong ability to foster relationships and ensure client satisfaction through effective communication and problem-solving. Demonstrated success in navigating complex customer needs and providing tailored solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Preparer
TRI-POINT TAX AND ACCOUNTING SERVICES
Williamstown, USA
05.2023 - 08.2025
- Prepared tax documents for individuals, businesses, non-profits, and HOAs using Ultra Tax software.
- Executed bookkeeping tasks to ensure accurate financial records maintenance.
- Utilized Sage Accounting product for enhanced financial management efficiency.
- Leveraged QuickBooks to streamline accounting processes, improving overall workflow.
- Collaborated with teams to support customer satisfaction initiatives.
- Conducted precise tax preparation and filing, adhering to deadlines and compliance standards.
Tax Preparer
skutnik joseph CPA
pittsfield, USA
12.2021 - 05.2023
- Individuals (1040), corporations (Form 1120), and Partnerships (Forms 1065)
- ProSystem fx Tax
Bookkeeper
Ann Marie Michaels Bookkeeping
Williamstown, USA
06.2022 - 11.2022
- Utilized QuickBooks for accurate financial reporting and bookkeeping management.
- Performed meticulous filing of financial documents to ensure organization.
- Executed classification of financial transactions to maintain compliance and accuracy.
Retail Sales Associate
V and V
North Adams, ME
10.2019 - 05.2022
- Monitored inventory levels daily and restocked items promptly as necessary.
- Provided assistance to customers in selecting suitable products.
- Showcased product features to enhance customer understanding.
- Suggested complementary items to increase sales opportunities.
- Exhibited comprehensive knowledge of store products and services.
- Organized merchandise displays to attract customers and drive sales.
- Executed cashier responsibilities, including processing payments and issuing receipts.
- Assisted with unloading delivery trucks and stocking shelves efficiently.
Education
MBA - Business
Massachusetts College of Liberal Arts
North Adams, MA05.2025
Bachelor of Science - Business Administration Accounting
Massachusetts College of Liberal Arts
North Adams, MA05.2022
High School Diploma -
Mccann Technical School
North Adams, MA06-2018
Skills
- Tax preparation and financial reporting
- Analytical thinking
- IRS filing
- Relationship management
- Business taxation and payroll
- Team collaboration
- Customer engagement
- Sales strategies
- Inventory control
- Merchandising techniques
- Display setup
Certification
- VITA IRS Advance Tax Law
- General Industry Safety & Health OSHA 10-hour Certification
- PowerPoint 2013, Excel 2013, Word 2013
Affiliations
- Award grant money to non-profits to best suit the community of North Adams as needed.
Timeline
Tax Preparer
TRI-POINT TAX AND ACCOUNTING SERVICES
05.2023 - 08.2025
Bookkeeper
Ann Marie Michaels Bookkeeping
06.2022 - 11.2022
Tax Preparer
skutnik joseph CPA
12.2021 - 05.2023
Retail Sales Associate
V and V
10.2019 - 05.2022
MBA - Business
Massachusetts College of Liberal Arts
Bachelor of Science - Business Administration Accounting
Massachusetts College of Liberal Arts
High School Diploma -
Mccann Technical School
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