LATALYA BAXTER
New York
Summary
Certified Tax Associate and Professional Office Administrative Specialist with extensive experience in administrative functions and office management. Known for reliability and adapting to dynamic work environments. Excellent organizational abilities and collaborative mindset ensure seamless team operations and goal achievement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
Liberty Tax Service
11.2024 - Current
- Implement efficient record-keeping systems that improves accuracy and accessibility of clients'' financial information during the tax preparation process.
- Provides support on tax planning and strategy to help clients optimize their financial decisions.
- Keep clients informed about potential changes in legislation or regulations affecting their taxes including new allowable deductions or credits.
- Establish long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
- Maintains up-to-date knowledge of federal and state tax laws through continuous professional development courses.
- Increased efficiency of the tax preparation process by introducing automated tools for data collection and organization.
- Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
- Successfully resolved client disputes with the IRS by providing detailed documentation, negotiating on their behalf, and ensuring a fair resolution.
- Handled complex multi-state tax filings for individuals and businesses to achieve maximum savings on state taxes.
- Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- 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.
ADMINISTRATIVE & QUALITY CONTROL COORDINATOR
POPON SMILES LLC
04.2022 - 01.2024
- Company Overview: 3D Dental Design | New York
- Spearheaded stringent quality control for digital veneer models, guaranteeing precision and heightened client satisfaction
- Expertly employed CAD/CAM software for design refinement, elevating overall product excellence
- Streamlined departmental data management, significantly boosting workflow efficiency
- Fostered collaborative problem-solving to address technical challenges, augmenting the quality of patient care
- 3D Dental Design | New York
ADMINISTRATIVE ASSISTANT/TECH SUPPORT
AMAN MARKETING CORPORATION
02.2021 - 03.2022
- Company Overview: New York
- Delivered outstanding customer service, swiftly resolving inquiries and issues through email and phone support
- Excelled in technical troubleshooting, guaranteeing high levels of customer satisfaction
- Streamlined document management and executive communication coordination with precision
- Orchestrated event planning and invoicing processes, upholding meticulous accuracy and efficiency
- New York
Education
HIGH SCHOOL DIPLOMA - Business Administration, Electronic Document Preparation & Management
St. James High School
01.2011
Skills
- Customer Service Excellence
- Detail-Oriented and Efficient
- Advanced Communication (Verbal and Written)
- Multitasking and Prioritization
- Proficient in CAD/CAM and other relevant software
- Data Management and Entry
- Adaptive Team Player
- Quality Control Expertise
- Information Processing
- Scheduling and calendar management
- Tax Software Proficiency
- Tax Compliance
- Tech-Savvy
Certification
- Accredited Tax Preparer (ATP) - Accreditation Council for Accountancy and Taxation.
Languages
English
Full Professional
Timeline
Professional Tax Preparer
Liberty Tax Service
11.2024 - Current
ADMINISTRATIVE & QUALITY CONTROL COORDINATOR
POPON SMILES LLC
04.2022 - 01.2024
ADMINISTRATIVE ASSISTANT/TECH SUPPORT
AMAN MARKETING CORPORATION
02.2021 - 03.2022
HIGH SCHOOL DIPLOMA - Business Administration, Electronic Document Preparation & Management
St. James High School
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