Detail-oriented Tax Associate with a strong foundation in tax preparation and financial analysis. Committed to educating clients on tax regulations and optimizing deduction strategies to ensure compliance and maximize returns.
Overview
11
11
years of professional experience
Work History
Tax Associate
HR Block
Seminole, Florida
01.2026 - 04.2026
Guided clients through tax preparation and filing processes, ensuring compliance and accuracy.
Analyzed financial documents for accuracy and completeness.
Educated clients on tax regulations and potential deductions.
Coordinated with team members to effectively resolve client inquiries and enhance service delivery.
Leveraged tax software to prepare accurate returns and systematically organize documentation.
Receptionist
St. Vincent de Paul CARES
St. Petersburg, Florida
07.2015 - 02.2025
Greeted clients and visitors warmly, creating a welcoming atmosphere.
Managed incoming calls, directing inquiries to appropriate staff members.
Assisted clients in completing forms and provided information about services.
Maintained confidentiality of sensitive client information in all communications.
Collaborated with team members to streamline front desk operations and enhance service delivery.
Trained new reception staff on procedures and customer service standards.
Coordinated office supply inventory and placed timely orders to ensure availability.
Performed data entry tasks into various computer systems accurately and promptly.
Provided comprehensive administrative support by efficiently managing correspondence, filing, and document processing.