Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Tax Specialist
Intuit
12.2019 - Current
Researched complex tax issues utilizing online resources and professional tax software.
Assessed client tax situations to determine best filing options.
Utilized tax software to prepare returns and meet deadlines.
Collaborated with clients to answer questions and provide advice on tax matters.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Tax Preparer
Dunlap Tax Preparation
03.2018 - 04.2023
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Maintained compliance by adhering to current tax laws and regulations.
Utilized tax software to prepare returns and meet deadlines.
Franchise Owner
Liberty Tax Service
11.2010 - 03.2018
Oversaw payroll, business planning and marketing for franchise operations.
Recruited and developed successful leadership staff to handle day-to-day business operations.
Handled team, customer and operations issues with calm, knowledgeable strategies to keep business on-track against targets.
Trained new employees on proper protocols and customer service standards.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.