Tax professional with extensive expertise in tax regulations and compliance. Proven track record of optimizing tax strategies and ensuring accurate filings. Strong team collaborator, adaptable to changing needs, dependable, and focused on delivering results. Skilled in tax software and regulatory research.
Overview
11
11
years of professional experience
Work History
Seasonal Tax Coordinator
United Way of Greater Newark/ Urban League
01.2015 - Current
Ensures 100% client satisfaction through clear tax return communication and compliance.
Exceeds monthly filing KPIs by organizing federal, state, and international tax files.
Collaborates with 6 teams on supervisory tasks and correspondence creation.
Trains staff on real-time tax law compliance, oversees 30+ daily tax returns.
Improves efficiency and accuracy with standardized tax file organization.
Exceeds monthly KPIs for timely submissions through enhanced organization of federal, state, and international tax files, significantly improving efficiency.
Mathematics Educator
Northstar Academy Charter School
12.2024 - 06.2025
Analyzed assessment data to identify trends, informing instructional adjustments and targeted interventions for at-risk students.
Collaborated with colleagues to design interdisciplinary projects, fostering critical thinking and real-world application of mathematics.
Held regular office hours to assist students struggling with materials.
Initiated communication with students to address learning concerns and offer additional guidance for independent study.
Maintained lesson flexibility to adapt to student progress and information retention.
Supplemented textbook material with approved third-party examples and resources for clarity on difficult topics.
Assessed submitted class assignments, determined grades, and reviewed work with struggling students to boost success chance.
Mathematics Educator,
Gateway Academy Charter School
09.2024 - 12.2024
Developed and implemented engaging mathematics curricula aligned with state standards.
Facilitated differentiated instruction to accommodate diverse learning styles and abilities.
Established a positive classroom environment promoting critical thinking and problem-solving skills.
Prepared students for standardized tests by incorporating test-taking strategies into daily instruction and reviewing essential content areas leading up to exams.
Tax Associate
Intuit Inc.
01.2024 - 07.2024
Filed precise tax returns, boosting client compliance and satisfaction.
Analyzed records to optimize tax outcomes for clients.
Streamlined tax processes with Intuit software for faster, accurate filings.
Collaborated with teams to improve tax software functionality.
Partnered with cross-functional teams to refine Intuit's tax software, incorporating industry trends and user suggestions for improved user experience.
Mathematics Educator
Irvington Board of Education
11.2023 - 06.2024
Developed engaging lesson plans aligned with curriculum standards to enhance student understanding of mathematical concepts.
Implemented innovative teaching strategies to accommodate diverse learning styles and promote student participation.
Assessed student performance regularly, providing constructive feedback to support academic growth and mastery of material.
Collaborated with colleagues to design interdisciplinary projects, fostering critical thinking and real-world application of mathematics.
Tax Associate
Mariner Wealth Advisors
01.2023 - 07.2023
Analyzed tax documents, identifying savings opportunities and process improvements.
Provided tax support, reducing liabilities and enhancing financial outcomes.
Monitored tax law changes to ensure compliance and capitalize on new opportunities.
Delivered technical support, fostering strong client and colleague relationships.
Adapted strategies to maintain compliance and benefit clients from emerging opportunities.
Developed creative tax planning solutions, adapting to evolving regulations and uncovering new opportunities for financial optimization.
Fostered strong client relationships by providing expert technical support, ensuring seamless tax planning processes and positive outcomes.
Implemented strategic tax planning initiatives, resulting in substantial liability reductions and improved financial positions for clients.
Conducted thorough reviews of complex tax documents, pinpointing critical areas for improvement and ensuring regulatory compliance.
Prepared and filed federal and state tax returns for diverse clientele, ensuring compliance with regulatory standards.
Accounts Receivable Clerk
Sunrise Systems Inc. for ZT Systems
08.2021 - 12.2022
Managed customer records, reducing delinquent accounts by identifying anomalies swiftly.
Collaborated with teams to resolve billing issues, enhancing client relationships.
Created reporting tools for real-time updates, aiding strategic decisions.
Optimized AR processes, boosting financial reporting accuracy and payment speed.
Implemented invoice verification, reducing discrepancies and improving revenue recognition.
Accounts Receivable, Technical Support Rep., Sales Rep.
Cablevision
10.2015 - 03.2021
Enhanced billing accuracy for 100+ subscribers, improving service quality and satisfaction.
Recovered $1000 daily from aged accounts, surpassing KPIs and optimizing collections.
Collaborated across 6 departments, driving 85% growth in customer satisfaction.
Streamlined call handling for 100 inquiries, focusing on education and troubleshooting.
Resolved complex issues efficiently, maintaining service standards and smooth operations.
Expertly handled complex scenarios including difficult customers and irregular occurrences, ensuring smooth resolution and maintaining service standards.
Implemented new strategies for customer retention, leading to a notable increase in long-term subscriptions and overall customer loyalty.
Education
Master of Science - Taxation
Strayer University-New Jersey
Bachelor of Science - Accounting
Berkeley College
Skills
Client relationship management
Efficient resource management
Income tax preparation
Client account management
Efficiency enhancement
Proficient in time management and planning
Tax preparation expertise
Accounts receivable management
Tax regulation adherence
Tax incentive optimization
CCH software
TaxSlayer software
TaxWise software
SAP software
Syspro software
Timeline
Mathematics Educator
Northstar Academy Charter School
12.2024 - 06.2025
Mathematics Educator,
Gateway Academy Charter School
09.2024 - 12.2024
Tax Associate
Intuit Inc.
01.2024 - 07.2024
Mathematics Educator
Irvington Board of Education
11.2023 - 06.2024
Tax Associate
Mariner Wealth Advisors
01.2023 - 07.2023
Accounts Receivable Clerk
Sunrise Systems Inc. for ZT Systems
08.2021 - 12.2022
Accounts Receivable, Technical Support Rep., Sales Rep.
Workforce Development Program at Urban League Of Greater Atlanta Young ProfessionalsWorkforce Development Program at Urban League Of Greater Atlanta Young Professionals