Maria Lopez
LAWRENCEVILLE,GA
Summary
High-performing Tax Associate proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
2
2
years of professional experience
Work History
Paralegal/Tax Associate
Ansari Tax Law Firm, LLC
Alpharetta , GA
2022.01 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Conferred with clients and other involved parties to gather and track case information.
- Assisted counsel in preparing answers, providing documentation and information for discovery request.
- Prepared legal briefs, motions and pleadings.
Board Advisor
Atlanta Beauty & Barber Academy
Doraville , GA
2021.07 - Current
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Crafted business plans that identified long term company goals and also detailed smaller goals to keep organization on track.
- Offered expertise on employee and business development plans to enhance implementation and routine oversight.
- Provided leadership coaching to directors, enabling each to find daily motivation, solve problems and make effective decisions.
- Interviewed, supervised and motivated 7 staff members to achieve optimal productivity.
- Oversaw marketing and curriculum development for school operations.
- Provided detailed feedback to teams after analyzing each educator's and staff member’s responsibilities.
- Performed classroom evaluations to assess teacher strategies and effectiveness.
- Monitored and evaluated educational programs to maintain high-quality performance objectives and standards.
- Kept school in full compliance with established policies, legal requirements and student safety
- Administered standardized tests to evaluate student performance and progress.
- Maintained school focus on learning by enforcing rules related to academics, student discipline and class attendance.
Office Manager
CZ Tree Service & Landscaping LLC
Cumming , GA
2021.04 - 2021.07
- Maintained computer and physical filing systems.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations while scheduling appointments for client estimates.
Education
Associate Degree In Accountancy - Accounting
Gwinnett Technical College
Lawrenceville, GAGED -
Georgia Piedmont Technical College
Clarkston, GA09.2013
Skills
- Confidential Data Protection
- Tax Return Preparation
- Data Integrity
- Critical Thinking
- Tax Liability Management
- Tax Issue Research
- Valid PTIN
- Document Preparation
- Active Listening
- Confidentiality Understanding
- Legal Research
- Legal Correspondence
- Case File Preparation
Languages
Spanish
Native or Bilingual
Timeline
Paralegal/Tax Associate
Ansari Tax Law Firm, LLC
2022.01 - Current
Board Advisor
Atlanta Beauty & Barber Academy
2021.07 - Current
Office Manager
CZ Tree Service & Landscaping LLC
2021.04 - 2021.07
Associate Degree In Accountancy - Accounting
Gwinnett Technical College
GED -
Georgia Piedmont Technical College
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