Josue Chocoj Escobar
West Palm Beach
Summary
Tax Preparer Assistant with proven track record of high productivity and precision in task completion. Expertise in tax law compliance, data analysis, and financial recordkeeping. Strong communication and problem-solving skills enhance accurate tax preparation support. Demonstrates adaptability and a strong work ethic in both independent and collaborative environments.
Overview
4
4
years of professional experience
Work History
Tax Preparer Assistant
Family Tax Multi Service
West Palm Beach
06.2021 - 05.2025
- Assisted in the preparation of individual and business tax returns, ensuring accuracy and compliance with current tax codes and regulations.
- Utilized CrossLink tax software to enhance the efficiency of the tax preparation process.
- Conducted research on tax regulations and updates, applying this knowledge to assist clients effectively.
- Reviewed financial documents for accuracy and completeness, identifying discrepancies and resolving issues.
- Communicated with clients to gather necessary information and addressed inquiries, providing clear explanations of complex tax concepts.
- Demonstrated proficiency in Microsoft Office Suite (Excel, Word) and basic accounting software.
- Supported daily tax operations, including document collection, secure recordkeeping, and data verification.
- Managed and updated numerous client cases using Crosslink tax software, ensuring high accuracy and adherence to deadlines.
- Developed and maintained robust organizational systems to streamline document processing and reduce errors.
- Communicated tax regulations and procedures clearly in both English and Spanish to enhance client understanding.
- Demonstrated proactive problem-solving and resilience during peak tax seasons by maintaining quality under pressure.
Education
Bachelor's Degree - Accounting
Palm Beach Atlantic University
West Palm Beach, Florida01.2027
Associate of Art Degree - Accounting
Palm Beach State College
West Palm Beach, Florida05.2023
Skills
- Tax preparation: proficient in preparing individual and business tax returns (W-2s, 1099s)
- Analytical skills: strong analytical and problem-solving abilities, with a keen eye for detail and accuracy
- Communication: excellent written and verbal communication skills, capable of conveying complex tax information clearly
- Organization: detail-oriented with effective time management and multitasking skills
- Client service: Proven ability to provide exceptional client service and build positive relationships
- Organizational skills: capable of managing multiple tasks and deadlines efficiently
- Attention to detail: keen eye for accuracy in financial data and documentation
- Accounting: conducted bank reconciliations to maintain accuracy in financial records
- Tax preparation and software: expertise in using Crosslink for precise data entry and case management
- Administrative excellence: skilled in document handling, data accuracy, and managing sensitive information
- Bilingual communication: fluent in English and Spanish, with strong client interaction and education skills
- Technology proficiency: Advanced user of Microsoft Word and Excel
- Time management and organization: developed efficient organizational systems to ensure deadline-driven performance
- Interpersonal skills: effective communicator with a knack for proactive problem-solving and client education
Languages
English, Spanish
Accomplishments
- Resolved Complex Taxation Issues: Successfully assisted a major client in navigating intricate tax discrepancies by coordinating continuous communication with IRS representatives. This effort involved managing multiple amendments, streamlining corrections, and mitigating potential penalties, thereby reinforcing client trust.
- Exemplary Multitasking & Time Management: Demonstrated outstanding time-management skills by effectively balancing a rigorous academic schedule with a demanding part-time role, thriving in a fast-paced environment while consistently meeting deadlines.
Additional Attributes
- Motivation & Discipline: Committed to excellence, with a relentless drive to get tasks done meticulously.
- Resilience & Proactivity: Seeking new challenges and improvement opportunities to optimize processes.
- Deadline-Driven Focus: Places top priority on meeting deadlines through clear, timely communication and action.
Timeline
Tax Preparer Assistant
Family Tax Multi Service
06.2021 - 05.2025
Bachelor's Degree - Accounting
Palm Beach Atlantic University
Associate of Art Degree - Accounting
Palm Beach State College
Similar Profiles
Eddie D'HaitiEddie D'Haiti
Tax Preparer at Tax Pros & Multi ServiceTax Preparer at Tax Pros & Multi Service
Nadia Michelson Douyon SylvainNadia Michelson Douyon Sylvain
Cashier/Customer Service Representative at La Paloma Tax & Multi service LLCCashier/Customer Service Representative at La Paloma Tax & Multi service LLC
Shanida Thompson-AhernShanida Thompson-Ahern
Call Center Representative at Brownsville Multi-Service Family Health CenterCall Center Representative at Brownsville Multi-Service Family Health Center
Damarcus HerringDamarcus Herring
Lot Associate at Home Depot.comLot Associate at Home Depot.com
Jy’miah JacksonJy’miah Jackson
Ramp Agent at Unifi ServiceRamp Agent at Unifi Service