Summary
Overview
Work History
Education
Skills
Certification
References
Languages
References
Timeline
Generic

LYACONY CLARK VEGA

Kissimmee

Summary

Dynamic Tax Expert Lead at Intuit Inc. with proven expertise in tax compliance and client relations. Adept at mentoring teams and enhancing customer satisfaction through strategic problem resolution. Skilled in QuickBooks and data analysis, I consistently deliver exceptional results, ensuring accuracy in local, state, and federal tax returns while fostering strong client relationships.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Tax Expert Lead

Intuit Inc
03.2021 - Current
  • Participate in the Service Recovery Request to monitor and help achieve customer satisfaction.
  • I have done one-on-one sessions with experts to help build the confidence needed and a better understanding of the tools.
  • Participation in Intuit Assist Validation Projects
  • Participate on a Daily Basis with Manager's Huddles and provide presentation to help provide more knowledge and information to our experts.
  • I have participated as a Mentor for more than three seasons now and have always been encouraging to the Mentees and helped to create a goal achieving season with the Mentees.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Helped clients integrate new tax software with accounting software.
  • Used tax form instructions and tables to complete tax forms.
  • Worked closely with other departments within the company to ensure accuracy of data entry into system databases.
  • Conducted research on current trends in taxation law to stay up-to-date with changes.
  • Resolved client tax issues by investigating discrepancies and implementing corrective actions.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Completed day-to-day duties accurately and efficiently.
  • Conducted testing of software and systems to ensure quality and reliability.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Tax Professional and Business Administrator

L&A Legally Services and Travel Inc.
Naples
01.2009 - Current
  • Managed tax return preparation, bookkeeping and payroll tasks using QuickBooks.
  • Aided company growth by expanding service offerings in payroll and bookkeeping for small businesses.
  • Performed detailed research and used findings to support audit reports.
  • Performed calculations to determine taxable income, capital gains, losses.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Maintained records of previous year's filings for comparison purposes during current year preparation efforts.
  • Advised clients on tax planning strategies to minimize liabilities and maximize returns.
  • Researched changes in relevant laws or regulations as they pertain to taxes.
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
  • Researched local tax liabilities to support senior tax professionals.
  • Educated clients on the implications of tax laws and their financial decisions.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Reviewed client information to ensure accuracy of all documents submitted for filing.
  • Advised clients on how to minimize their overall tax liabilities through strategic planning.
  • Prepared and filed federal, state, and local income taxes for individuals and businesses.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Assisted with audits conducted by the IRS or other government agencies when needed.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Resolved taxpayer inquiries received via phone calls or emails in a timely manner.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Researched tax regulations and bulletins to inform audit reports.
  • Conducted research on complex tax issues to determine the best course of action for clients.
  • Calculated quarterly estimated tax payments for self-employed clients and small businesses.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Participated in professional development activities such as seminars or conferences related to taxation.
  • Developed relationships with clients by providing excellent customer service throughout the entire process.
  • Prepared quarterly estimated payments for businesses and individuals who are self-employed or have multiple sources of income.

Remote Full Service Tax Associate

Intuit Inc.
Remote
01.2020 - 03.2021
  • Prepared individual tax returns with precision and attention to detail.
  • Handled tax support calls for quality customer service and assistance.
  • Adapted and learned from experience for continuous growth.
  • Contributed to enhancements in the Intuit Expert Portal for tax associates and experts.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.
  • Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
  • Gained opportunities to develop expertise while fostering collaborative knowledge sharing.

Administrative Assistant

Kent Amo P.A.
Naples
07.2013 - 12.2013
  • Researched data, observed meetings with clients and attorneys.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Sorted and distributed incoming faxes, letters and emails for office distribution.
  • Directed customer inquiries to appropriate department personnel.
  • Facilitated communication between different departments within the organization.
  • Updated contact lists regularly when changes occur in employee status or contact information.
  • Developed and implemented filing systems, both digital and physical, improving document organization and retrieval efficiency.
  • Maintained inventory of office supplies and placed orders when necessary.
  • Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Processed invoices for payment using accounting software applications.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Managed office supplies inventory and placed orders when necessary.
  • Composed, edited and typed complex memos and reports with job-related software.
  • Proofread content for typo-free emails and documentation.

Administrative Assistant/ Intern

Wings of Shelter Inc.
Naples
07.2013 - 11.2013
  • Emailing, Notarize, Creating Documents with the skills of Microsoft Software
  • Assisted in organizing and maintaining electronic and paper filing systems for efficient information retrieval.
  • Supported senior administrative staff in the execution of their duties and stepped in during their absence.
  • Prepared, proofread, and edited correspondence, reports, spreadsheets, presentations, and other documents.
  • Developed and maintained filing systems to ensure efficient retrieval of documents.
  • Created presentations using Powerpoint for internal meetings.
  • Utilized office software applications to create presentations, spreadsheets, and documents as required.
  • Provided administrative support to the executive team in a timely manner.
  • Scanned documents into digital format for easy storage and retrieval when needed.
  • Inventoried and ordered supplies to maintain consistent access to required items.
  • Coordinated travel arrangements for staff members including flights, hotels, car rentals.
  • Performed data entry tasks to offload responsibility from professionals.
  • Performed additional duties as assigned by management team.
  • Engaged in continuous learning activities to improve knowledge of office management procedures and software applications.

Customer Service/Cashier

Cold Stone Inc.
Naples
10.2007 - 05.2009
  • Cash Handling, Servicing Customers, Selling and/or Promoting Products
  • Assisted co-workers with tasks as needed to ensure smooth operations of the store.
  • Established or identified prices of goods and services and tabulated bills with optical price scanners and cash registers.
  • Bagged, boxed or gift-wrapped sold merchandise per customer's request.
  • Scanned items and checked pricing on cash register for accuracy.
  • Processed credit card, EBT and gift certificate payments in electronic computer systems.
  • Welcomed customers, offering assistance to help find store items.
  • Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
  • Answered incoming phone calls from customers regarding product availability or store locations.
  • Answered phone calls to assist customers with questions and orders.
  • Performed opening and closing procedures including counting cash drawers and preparing deposits.
  • Greeted customers and responded to informational requests.
  • Collected credit card and cash payments to complete transactions for customer orders.
  • Maintained cleanliness and presentation of stock room and production floor.
  • Built and maintained productive relationships with employees.
  • Operated cash registers to process payments for goods and services.
  • Handled customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution.

Education

Some Law School Credits -

Thomas M. Cooley of Law
Tampa, Florida
01.2016

Some Law School Credits -

Ave Maria School of Law
Naples, Florida
05.2015

Bachelors of Science - Criminal Justice

Florida Gulf Coast University
Fort Myers, Florida
12.2013

High School Diploma -

Palmetto Ridge High School
Naples, Florida
05.2009

Skills

  • Proficient in Spanish Language Skills
  • Microsoft Word
  • Data analysis
  • QuickBooks proficiency
  • Team collaboration
  • Relationship building
  • Benefits documentation
  • Verbal/written communication
  • Organizational growth
  • Business taxation
  • Client communication
  • Income tax preparation
  • Accounting software mastery
  • Bookkeeping
  • Document preparation
  • Corporate tax preparation
  • Local, state, and federal tax returns
  • New business development
  • Research/due diligence
  • Individual taxation
  • Financial management
  • Problem resolution
  • Regulatory research
  • Tax preparation
  • Client relations
  • Customer service
  • Software testing
  • Documentation accuracy
  • Mentorship
  • Project management
  • Communication skills
  • Tax compliance
  • Tax planning

Certification

  • Active PTIN Current until 12/31/2025
  • Paralegal Certificate
  • Working on Enrolled Agent set to achieve this by 12/31/2025.
  • Working on PMP Certificate by 07/15/2025.

References

References available upon request.

Languages

Spanish
Professional

References

References available upon request.

Timeline

Tax Expert Lead

Intuit Inc
03.2021 - Current

Remote Full Service Tax Associate

Intuit Inc.
01.2020 - 03.2021

Administrative Assistant

Kent Amo P.A.
07.2013 - 12.2013

Administrative Assistant/ Intern

Wings of Shelter Inc.
07.2013 - 11.2013

Tax Professional and Business Administrator

L&A Legally Services and Travel Inc.
01.2009 - Current

Customer Service/Cashier

Cold Stone Inc.
10.2007 - 05.2009

Some Law School Credits -

Thomas M. Cooley of Law

Some Law School Credits -

Ave Maria School of Law

Bachelors of Science - Criminal Justice

Florida Gulf Coast University

High School Diploma -

Palmetto Ridge High School

Similar Profiles

CREATE PROFILE
LYACONY CLARK VEGA