Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kasey Smith

Tax Preparer
Washington,District Of Columbia

Summary

Dynamic tax preparer with proven expertise at Liberty Tax Service, excelling in income tax preparation and client relations. Recognized for enhancing client satisfaction through meticulous document preparation and exceptional organization skills. Adept at navigating complex tax situations while maintaining confidentiality and fostering trust, ensuring a seamless experience for clients.

Overview

6
6
years of professional experience

Work History

Tax Preparer

Liberty Tax Service
01.2025 - 04.2025
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • 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.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.

Personal Assistant

11Eleven Beauty Lounge
12.2020 - 05.2023
  • Maintained appropriate filing of personal and professional documentation.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Improved time management of the executive through effective prioritization and organization of tasks.
  • Aided executive in personal tasks such as scheduling appointments or running errands when needed.
  • Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
  • Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
  • Displayed absolute discretion at handling confidential information.
  • Coordinated events and functions with attention to detail ensuring successful execution.

Lead Server

Platinum Corral
01.2019 - 03.2020
  • Managed high volume dining periods with effective time management and strong multitasking abilities.
  • Promoted a positive workplace culture through teamwork, open communication, and mutual support among coworkers.
  • Cultivated warm relationships with regular customers.
  • Oversaw daily operations of service team, delegated tasks, and trained new staff.
  • Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
  • Collaborated with kitchen staff to ensure accurate and timely delivery of meals, resulting in higher customer satisfaction rates.
  • Mentored new servers, sharing best practices for exceptional service and fostering a positive work environment.
  • Maintained clean and organized dining areas, ensuring a pleasant atmosphere for guests at all times.
  • Supported needs of 12-14- person wait staff who attended to specific needs of countless customers daily for [Type] restaurant with social relevancy and intentionality.

Education

Associate of Arts - Computer And Information Systems

Strayer University
Washington, DC

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns

Timeline

Tax Preparer

Liberty Tax Service
01.2025 - 04.2025

Personal Assistant

11Eleven Beauty Lounge
12.2020 - 05.2023

Lead Server

Platinum Corral
01.2019 - 03.2020

Associate of Arts - Computer And Information Systems

Strayer University

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Kasey SmithTax Preparer