Summary
Overview
Work History
Education
Skills
RECOGNITION
Timeline
Generic

Lakeishia A. Mathes

Milwaukee

Summary

Seeking to acquire a diversified position; that offers daily challenges that enhances my diplomatic, expertise, and interpersonal skills.

Eight years of successful practical experience in the Administrative, Customer Service, and Public Relations fields. Excellent interpersonal and problem solving skills, with the ability to contribute to a company’s growth and development.

Enthusiastic Tax Professional experienced in W2,SSA,1099, Schedule C tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 16 years of industry expertise.

Qualified support role with comprehensive background in tax regulations and compliance. Successfully managed complex tax filings and audits, ensuring adherence to all legal requirements. Demonstrated proficiency in tax planning and client consultation, showcasing strong analytical and problem-solving skills.

Successful tax professional focused on performance, customer service and compliance. Offering over 27 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.

Overview

7
7
years of professional experience

Work History

Tax Professional Seasonal

Tax Services of America
Milwaukee, WI
11.2019 - Current
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Luxury Concierge

Liberty Group Chicago
Milwaukee, WI
05.2024 - 07.2026
  • Acquired a strong focus on guest satisfaction, a friendly demeanor, and the ability to handle complaints professionally.
  • Exhibited meticulous attention to detail ensuring that guest requests are handled accurately and to their specifications.
  • Maximized guest satisfaction by promptly addressing concerns and resolving issues.
  • Managed a variety of tasks simultaneously, maintaining professionalism and efficiency under pressure.

Administrative Support

Providence of St Joseph
Milwaukee, WI
06.2025 - 11.2025

· Managed public iquiries, by phone, email, and face to face (e.g. clients requesting food parcels and individuals wishing to make small financial donations or food donations.

· Performed essential intake functions and screening for eligible recipients.

· Connected client’s to essential resources and services through community partnerships.

Housing Advocate

Social Development Commission
Milwaukee, WI
06.2022 - 10.2024

· Assisted both with both landlords and property managers in finding qualified tenants thru federally funded programs such as HUD .rent assistance. and city owned halfway houses.

· Worked with previously incarcerated inmates acquire housing through offender reentry programs.

· Assisted with leasing documents or other rental requirements to prospective tenants.

· Handled disputes while maintaining positive relationships with residents.

Education

BS - Criminal Justice

Upper Iowa University
Milwaukee, WI
05-2015

Skills

    Corporate taxation proficiency

    Tax compliance expertise

    Partnership taxation expertise

    Tax law interpretation

    Tax process automation

    Payroll tax management

    State and local taxation

    Tax credits and incentives

    Audit defense techniques

    Financial statement review

    Legal research

    Organization skills

    Tax return preparation

RECOGNITION

Upper Iowa University Dean’s List 3.9 (G.P.A)

Timeline

Administrative Support

Providence of St Joseph
06.2025 - 11.2025

Luxury Concierge

Liberty Group Chicago
05.2024 - 07.2026

Housing Advocate

Social Development Commission
06.2022 - 10.2024

Tax Professional Seasonal

Tax Services of America
11.2019 - Current

BS - Criminal Justice

Upper Iowa University
Lakeishia A. Mathes