Maria Luna
Jacksonville,Florida
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
11
11
years of professional experience
Work History
Tax Analyst
H&r Block
Jacksonville, Florida
01.2014 - Current
- Reviewed client financial records and documents to ensure accuracy of reported income and deductions.
- Analyzed tax returns to identify areas of potential savings for clients.
- Identified various tax credits, exemptions, and deductions available to clients.
- Prepared quarterly estimated payments for clients based on their projected earnings.
- Advised clients on the most advantageous strategies for filing taxes.
- Assisted in resolving IRS inquiries into client's tax filings.
- Maintained up-to-date knowledge of changes in taxation laws and regulations.
- Provided guidance to other departments regarding compliance with applicable rules and regulations.
- Developed complex models utilizing Excel spreadsheets for forecasting future taxable income.
- Compiled data from multiple sources to prepare tax returns accurately and timely.
- Created reports summarizing the results of tax research projects.
- Researched federal, state, local, and international laws related to taxation issues.
- Evaluated business transactions to determine their effect on a company's taxes owed.
- Collaborated with other professionals within the firm to review complex tax structures.
- Performed detailed reviews of client's financial statements prior to filing taxes.
- Assessed current year performance against past years' results in order to identify trends or anomalies that may require further investigation by management or external advisors.
- Utilized specialized software applications such as ProSystem Tax and Engagement CS for preparing individual, corporate, partnership, trust, estate and gift taxes .
- Interpreted financial statements and prepared supporting documentation required for filing taxes accurately.
- Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
- Communicated with taxing jurisdictions and customers regarding tax notices and directly interacted with subsidiary controllers and finance directors.
- Conducted research on different tax issues and remained up to date on tax law changes.
- Identified tax-related issues and addressed with management team, suggesting methods for improvement.
- Educated clients on complex tax issues by explaining details in understandable terms.
- Assisted professionals with preparation of federal and state income tax paperwork.
- Checked completeness of information when processing applications and transactions.
Education
High School Diploma -
ALBERTO LEVY
SAO PAULO12-1992
Skills
- Staff Training
- Tax Return Filing
- Research and documentation
- Transaction tax preparation
- Regulations and compliance
- Multi-state tax review
- Skilled in [Software]
- Verbal and written communication
- Organizational abilities
- Proficient in [Software]
- Team Collaboration
- Tax planning
- Fee assessments
- Data entry skills
- Strategic Thinking
- Attention to Detail
- Decision-Making
- Adaptability and Flexibility
- Continuous Improvement
- Team building
- Time management abilities
- Organizational Skills
- Self Motivation
- Recordkeeping and documentation
- Problem-solving abilities
- Problem-solving aptitude
- Leadership skills
- Business ethics
- Interpersonal Skills
- Payment Processing
- Conflict Resolution
- Customer Service
- Compliance review
- Relationship Building
- Multi-tasking ability
- Active Listening
- Excellent Communication
- Communication Skills
- Negotiation abilities
- Problem-Solving
- Account Reconciliation
Affiliations
Year around taking continue education courses to benefit my career.
Languages
English
Professional
Spanish
Professional
Portuguese
Native/ Bilingual
Japanese
Limited
Accomplishments
Received many awards and recognition for best customer services.
Timeline
Tax Analyst
H&r Block
01.2014 - Current
High School Diploma -
ALBERTO LEVY
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