MARGARET T. BRANCA
Franklinville,USA
Summary
Professional tax advisor with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled in preparing and reviewing tax returns, financial statements, and providing strategic tax planning advice.
Overview
27
27
years of professional experience
Work History
Tax Preparer
Abbott and Associates
01.2024 - 04.2024
- Assisted clients by conducting intake interviews, gathering financial information, and accurately entering data into tax preparation software to ensure timely and compliant filing.
- Organized client financial records to streamline preparation workflow.
Owner & Manager
HERE’S THE SCOOP
01.1997 - 2023
- Recruit, hire, and train a team of part-time associates to ensure a consistent, high standard of customer service
- Managed financial aspects of the business, including budgeting, financial reporting, accounting and tax preparation and filing.
- Interacted well with customers to build connections and nurture relationships.
- Ensure compliance with all state and local food, labor, and workplace safety regulation.
- Develop brand and customer awareness through print marketing, social media, sponsorships, and community events.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Managed daily operations, ensuring smooth workflow and customer satisfaction. While maintaining rapport with customers, vendors, and staff.
Tax Preparer
CROUCH & COMPANY, LLC
01.2016 - 01.2017
- Prepared and filed 400+ individual tax returns annually at a full-service accounting firm
- Maintained a high level of service integrity in a fast-paced, dynamic environment
- Leveraged exceptional knowledge of federal, state, and local tax codes and publications to ensure best possible outcomes for clients
Senior Tax Associate
H&R BLOCK
01.2009 - 01.2014
- Completed 200+ individual, business, estate, trust, and small corporation tax returns annually as part of a branch office team within a nationwide tax preparation firm
- Conducted thorough reviews of financial documents to identify discrepancies and ensure accuracy.
- Assisted clients in understanding tax obligations and available deductions for maximizing refunds.
- Represented clients as a prior Enrolled Agent during the IRS audit process via both written correspondence and in-person attendance at audit sessions
- Developed strong client relationships – more than 50% of all clients were repeat clients
Tax Associate
01.1999 - 01.2008
- Interviewed clients to determine current income, expenses, insurance coverage, and family status in order to achieve optimal tax outcome
- Explained and documented for clients all tax services to be provided as well as the role of the personal tax advisor in the process
Skills
- Coursework in liberal arts and business management at New Jersey community colleges
- Advanced proficiency in MS Office Suite, QuickBooks, and other financial accounting and tax software
- Organization skills
- Document preparation
- Bookkeeping
- Local, state, and federal tax returns
- Relationship building
Timeline
Tax Preparer
Abbott and Associates
01.2024 - 04.2024
Tax Preparer
CROUCH & COMPANY, LLC
01.2016 - 01.2017
Senior Tax Associate
H&R BLOCK
01.2009 - 01.2014
Tax Associate
01.1999 - 01.2008
Owner & Manager
HERE’S THE SCOOP
01.1997 - 2023