Lacerte
Margaret Apprey Mawuko
Tax Preparer
Pittsfield,MA
Summary
An administrator and seasonal tax preparer providing administrative support to staff and filing tax returns during the tax season. Eager to work with a dynamic team centered around a culture of diversity and a startup spirit. My ultimate goal is to become a tax analyst or a CPA. I am a fast learner willing to be coached, a problem solver and a good communicator.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Administrator
Q ONE CONSULT
Lawrenceville, GA
11.2020 - 05.2023
- Maintained positive working relationship with fellow staff and management.
- Promoted a consistently exceptional client experience
- Scheduled, confirmed client appointments, and prepared all required paperwork/workflows
- Led, supervised, coordinated administrative processes and team members within a department to ensure project deadlines are met and workload is evenly dispersed
- Identified, recommended, and piloted a tailor-made database in a CRM.
- Researched and developed administrative policies, procedures and guidelines to facilitate operations.
- Appraised, forecasted and determined conditions and strategies to achieve goals and objectives.
- Identified and led cost management initiatives to achieve quantified results.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Analyzed key performance indicators to identify effective strategies.
- Wrote and submitted reports on industry trends, prompting managers to develop business plans.
- Determined consumer needs to provide products and services appealing to larger market.
Tax Preparer
Q ONE CONSULT
Lawrenceville, GA
11.2020 - 05.2023
- Offered technical support by communicating via phone, email, and chat with internal and external customers requiring assistance or information
- Utilized software solutions and computer systems to accurately document and track customer contacts
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Computed taxes owed or overpaid for clients.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
- Produced minimum of 25 tax returns weekly to boost firms' filing process.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
Business Development Associate
NunooGrup Company Takoradi
, Ghana
02.2019 - 09.2020
- Responded promptly to inquiries regarding our services and converted inquires to qualified appointments
- Built and increased relationships with prospective clients to generate qualified leads by 35%
- Built and initiated a strong outbound strategy
- Maintained and optimized clients’ onboarding provided a smooth transition to the Account Management team
- Forecasted sales, monitored, and kept reports
- Communicated with both existing and potential new customers to generate sales
- Leveraged marketing campaigns comprising of mailers, email blasts and call programs
- Met and exceeded productivity metrics, goals, and assigned objectives
- Managed and documented client’s databases in the CRM.
Business Development Associate
Human Intelligence Recruitment
Accra, Ghana
11.2017 - 03.2018
- Designed and executed an aggressive recruiting strategy to increase overall member enrollment rate by 30%
- Established meaningful relationships with new members to increase retention rate to 70%
- Achieved performance objectives relating to activity and individual Gross Margin according to job level and line of business
- Identified and pursued new business opportunities through proactive networking and outreach efforts
- Conducted thorough research to qualify and prioritized potential leads, ensuring they align with company goals
- Built and maintained relationships with key decision-makers at target companies, positioning our solutions as a strategic fit for their needs
- Collaborated cross-functionally with internal teams to ensure a seamless transition of new clients and drive revenue growth
- Attended industry events and networking functions, leveraging them as opportunities to generate new leads and build relationships with key players in the market
- Kept accurate records of all sales and prospecting activities, using data to inform and optimize future efforts
- Communicated regularly with management on progress, opportunities, and challenges, and proactively seek feedback to improve performance continuously.
Education
Master of Science - Accounting
University of Massachusetts Amherst, Isenberg School of Management
05.2025
Bachelor’s - Business Management, Administration
Central University Tema, Central Business School
Skills
- Tax Preparation
- Critical Thinking
- QuickBooks
- Microsoft Office
- Taxact Software
- Lacerte Software
- PowerBi
- Business Development
- Customer Service
- Documentation and Reporting
- Recordkeeping and File Management
- Decision-Making
- Honest and Ethical
- Continuous Improvement
- Office Management
- Data Confidentiality
- Attention to Detail
- Resourceful and Analytical
- Verbal and Written Communication
- Executive Support
- Technical Support
- Administrative Support
Certification
Management Degree
Salesforce Administrator Certification
Timeline
Tax Preparer
Q ONE CONSULT
11.2020 - 05.2023
Administrator
Q ONE CONSULT
11.2020 - 05.2023
Business Development Associate
NunooGrup Company Takoradi
02.2019 - 09.2020
Business Development Associate
Human Intelligence Recruitment
11.2017 - 03.2018
Master of Science - Accounting
University of Massachusetts Amherst, Isenberg School of Management
Bachelor’s - Business Management, Administration
Central University Tema, Central Business School
Software
TaxAct
Salesforce
HubSpot