Margarite Hales
West Monroe,LA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
Work History
Tax Preparer
HR Block
12.2023 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Developed tax plans and projections to help clients meet objectives.
- Calculated estimated tax payments for clients.
- Prepared US, multistate, and international tax returns for business clients.
- Facilitated communication between clients and tax authorities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Researched tax implications for various deductions and credits.
- Implemented time-saving software tools to automate portions of the tax preparation process, increasing productivity.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Tax Preparer
HR Block
12.2022 - 04.2023
- Analyzed financial records to verify accuracy of tax returns.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Managed multiple tasks and met time-sensitive deadlines.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Maintained confidentiality of information regarding clients and company.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Developed tailored solutions based on individual client needs, resulting in customized strategies for optimal outcomes.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Offered clients recommendations to reduce tax liabilities.
- Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Identified potential audit red flags to minimize risk of IRS audits.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Answered central telephone system and directed calls accordingly.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
Tax Preparer
Jackson Hewitt
12.2021 - 04.2022
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Developed tailored solutions based on individual client needs, resulting in customized strategies for optimal outcomes.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
Education
GED -
Rayville High School
Rayville, LA09.2004
Skills
- Organization skills
- Data Gathering
- Data inputting
- Organizational abilities
- Tax Law Compliance
- Verbal/written communication
- Bookkeeping Expertise
- Sales Tax Filing
- Tax law knowledge
- Financial Statements
- Tax Compliance
- State Tax Regulations
- Individual Taxation
- Records Management
- Client Communication
- Document Preparation
- Income Tax Preparation
- Local, state, and federal tax returns
- Relationship Building
- Tax Return Preparation
- Tax-related research
- Tax Dispute Resolution
- Tax Law
- Client Interviews
- Tax Return Filing
- Appointment Scheduling
- Tax Form Completion
- Accounting Support
- Tax Computations
- Office Equipment Inspection
- Client Relations
- Valid PTIN
- Payment Processing
Timeline
Tax Preparer
HR Block
12.2023 - 04.2024
Tax Preparer
HR Block
12.2022 - 04.2023
Tax Preparer
Jackson Hewitt
12.2021 - 04.2022
GED -
Rayville High School