Latania Cage Williams
KANSAS CITY,MO
Summary
Detail-oriented Tax Preparer with 27 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
30
30
years of professional experience
Work History
Tax Advisor
H&R Block
12.1998 - Current
- Prepared federal, state and local income taxes for customers
- Provided customer service, general office duties, answering phones, open and closed office and made nightly deposit
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Mentored junior staff members to develop their skills in tax planning and strategy formulation, enhancing overall team performance.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Researched complex tax issues utilizing online resources and professional tax software.
- Analyzed financial records to verify accuracy of tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Calculated estimated tax payments for clients.
- Responded to inquiries from IRS and other tax authorities.
- Analyzed financial statements to identify discrepancies in reported income or expenses, safeguarding against potential audit risks.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- 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.
- Utilized tax software to prepare returns and meet deadlines.
- Educated clients on tax planning strategies, helping them save money in future years.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
PSA
TNC Community
07.2010 - 05.2012
- Patient care in home for developmentally delayed and disabled individuals in a group home setting
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
Dispatcher
ABC Tow
06.2008 - 11.2009
- Dispatch Tow Trucks to Scene per Customers Request
- Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
CMT
The Groves
05.2004 - 10.2006
- Passed medication at skilled nursing facility
- Maintained strict confidentiality regarding patients'' personal information according to HIPAA regulations.
- Consistently met or exceeded performance expectations as outlined by supervisors, demonstrating commitment to excellence in CMT practice.
- Reduced errors in medication administration with thorough documentation and verification processes.
CMT
Cedar Valley Health Center
02.2002 - 04.2004
- Passed Medication on Skilled Nursing Unit
- Maintained strict confidentiality regarding patients'' personal information according to HIPAA regulations.
- Consistently met or exceeded performance expectations as outlined by supervisors, demonstrating commitment to excellence in CMT practice.
- Reduced errors in medication administration with thorough documentation and verification processes.
CMT/CNA Mentor
Maywood Terrace Living Center
02.2001 - 01.2002
- Passing Medication And Resident Care
- Maintained strict confidentiality regarding patients'' personal information according to HIPAA regulations.
- Contributed to the development of new CMT protocols and procedures, ensuring alignment with industry best practices and regulatory requirements.
- Reduced errors in medication administration with thorough documentation and verification processes.
- Measured patient vital signs such as blood pressure, pulse rate, and temperature to record information on patients' charts.
Debit Operations/Switchboard Operator
UMB Bank
04.1996 - 06.1999
- Customer service in the commercial credit card department
- Accounts receivables, answering a multi line phone, general office duties as needed and data entry
- Assisted in reducing hold times with swift call handling and efficient use of switchboard system features.
- Operated switchboard and routed incoming calls to appropriate departments.
- Managed high volume of calls during peak hours, maintaining composure under pressure while efficiently handling each caller''s needs.
- Processed customer payments for timely, accurate order fulfillment.
- Paid attention to detail while completing assignments.
- Learned and adapted quickly to new technology and software applications.
Cashier
Western Auto
10.1994 - 01.1996
- Customer service, stocking merchandise on shelves
- Operated cash register to record transactions accurately and efficiently.
- Helped customers complete purchases, locate items, and join reward programs.
- Performed cash, card, and check transactions to complete customer purchases.
Education
High School Diploma -
Kansas City High School
Kansas City, MOSkills
- Experience in preparing tax returns for individuals and small businesses
- Tax compliance expertise
- Tax process improvement
- Tax research
- Tax software proficiency
- Tax provision calculation
- State and local tax
- Customer service
- Problem-solving
- Individual tax returns
- Multi-state tax filing
- Tax return preparation
Occupationallicensescertificatesandtraining
10/01/24, PTIN, IRS
Detailedreferences
Detailed References
Activities
Additional Information
Accomplishments
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Achieved numerous recommendations from highly satisfied clients.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteImportant To Me
Paid sick leave401k matchPaid time offHealthcare benefitsCareer advancementWork-life balanceFlexible work hoursTimeline
PSA
TNC Community
07.2010 - 05.2012
Dispatcher
ABC Tow
06.2008 - 11.2009
CMT
The Groves
05.2004 - 10.2006
CMT
Cedar Valley Health Center
02.2002 - 04.2004
CMT/CNA Mentor
Maywood Terrace Living Center
02.2001 - 01.2002
Tax Advisor
H&R Block
12.1998 - Current
Debit Operations/Switchboard Operator
UMB Bank
04.1996 - 06.1999
Cashier
Western Auto
10.1994 - 01.1996
High School Diploma -
Kansas City High School
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