Organized Tax Expert with 7-year background in preparing state and federal tax returns for all types of clients. Considered practical, adaptable and highly communicative. Seek to bring talents to Intuit.
Overview
24
24
years of professional experience
Work History
Seasonal Tax Expert
Intuit TurboTax, INC
Mountain View, California
01.2022 - Current
Helped promote Intuit goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to customers and empowered them to prepare their taxes
Provided Tax Support to TurboTax Customers, who needed help preparing federal and state tax returns
Helped customers with product/software inquiries, as well as with tax questions and calculations
Applied TurboTax practices, procedures, and policies to troubleshoot and resolve product and tax support customer inquiries
Interacted with customers by utilizing strong written and verbal skills, with deep empathy for customers.
Business Owner/Tax Preparer
M and B Tax Service LLC
Macon, MS
01.2018 - Current
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Finalized and processed paperwork with local, state and federal government authorities.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Computed taxes owed or overpaid for clients.
Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
Finance Manager/Dispatcher
H and S Trucking, LLC
Carrollton, Alabama
10.2000 - Current
Preformed all Administration Managerial and Dispatcher duties on a daily basis, Implemented QuickBooks bookkeeping system for payroll, quarterly, state, and federal business tax
Scheduled freight for pick/delivery on a daily basis and organized company safety program.
Developed company-wide budgets, monitored financial transactions and formulated financial reports.
Prepared physical checks for employees and check stubs for those receiving direct deposits of funds.
Kept operations in compliance with requirements by applying knowledge of applicable regulations, legal statutes and tax code information.
Education
Bachelor of Science - General Business
Mississippi State University
Mississippi State, MS
12.2022
Associate of Applied Science - Business Management Technology