Summary
Overview
Work History
Education
Skills
References
Timeline
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Kimi Herring

Woodland Hills,CA

Summary

Focused professional with several years' success in preparing tax documents and minimizing liabilities. Skilled in adopting new tax regulations without impacting tax return quality. Well versed all tax filing requirements for wide range of entity types. Highly skilled in tax preparation with background in assisting clients through complex tax situations. Possess comprehensive knowledge of federal and state tax regulations, adept at utilizing leading tax software for accurate and efficient filing. Demonstrated ability to identify potential tax savings and credits, resulting in optimized returns for clients. Proven history of maintaining confidentiality and providing exceptional service under tight deadlines.

Overview

14
14
years of professional experience

Work History

Senior Tax Preparer

Jackson Hewitt
Reseda, CA
01.2022 - 02.2025
  • Advised clients on strategies to reduce future tax liabilities and maximize savings.
  • Developed strong client relationships to secure repeat business opportunities.
  • Verified data input to detect errors in forms prepared by others.
  • Analyzed and updated knowledge of tax regulations to maintain compliance.
  • Educated clients on implications of tax laws affecting financial decisions.
  • Managed multiple tax preparation projects, ensuring timely completion and filing.
  • Maximized customer satisfaction by handling customer email and telephone interactions.
  • Participated in team meetings to discuss strategies for improving customer experience.
  • Assisted in the preparation of a tax audit for clients.

Teachers Assistant

Boyle Heights Arts Conservatory
Boyle Heights, CA
07.2017 - 03.2020
  • Supervised children and participated with children in activities.
  • Monitored student progress and provided feedback to both students and teachers.
  • Managed the distribution and collection of textbooks and other teaching materials.
  • Tutored and assisted children individually and in small groups to help master assignments and reinforce learning concepts.
  • Organized student performance and enrichment activities to facilitate learning.
  • Encouraged positive social behaviors among students through role modeling and conflict resolution techniques.
  • Supported classroom teacher in managing a diverse classroom of students.

Senior Tax Preparer

Gateway Tax Service
Inglewood, CA
12.2010 - 01.2018
  • Prepared and filed federal and state tax returns for individuals and small businesses, ensuring compliance.
  • Advised clients on tax planning strategies to reduce liabilities and enhance returns.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Used approved scripts to de-escalate angry customers during telephone interactions.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Assisted with the preparation of audit working papers, including gathering supporting documentation for testing purposes.

Education

Associate of Science - Business Administration

Los Angeles Southwest College
Los Angeles, CA
06-2025

Skills

  • Tax preparation
  • Regulatory compliance
  • Research skills
  • Active listening
  • Customer service
  • Client relationship management
  • Problem solving
  • Effective communication
  • Attention to detail
  • Good Telephone Etiquette
  • Working knowledge of Circular 230
  • Excellent verbal and written communication
  • Proficient with technology with solid knowledge of computer and operations and software

References

References available upon request.

Timeline

Senior Tax Preparer

Jackson Hewitt
01.2022 - 02.2025

Teachers Assistant

Boyle Heights Arts Conservatory
07.2017 - 03.2020

Senior Tax Preparer

Gateway Tax Service
12.2010 - 01.2018

Associate of Science - Business Administration

Los Angeles Southwest College

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Kimi Herring