Summary
Overview
Work History
Skills
Languages
Timeline
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Maria Nava

Bryan

Summary

Friendly and communicative, with natural aptitude for customer service and problem-solving. Familiar with essential customer service principles and proficient in handling inquiries and resolving issues efficiently. Committed to creating positive client experiences and fostering long-term customer relationships.

Overview

7
7
years of professional experience

Work History

Income Tax Preparer

A & G Tax Service
01.2024 - Current
  • Utilized advanced software tools to improve efficiency in calculating taxes owed or refunds due based on available data inputs.
  • Contributed ideas during staff meetings that led to process improvements benefiting overall team performance.
  • Supported audit defense efforts by providing clear explanations and documentation supporting positions taken on filed returns.
  • Assessed client tax situations to determine best filing options.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns and extensions organizations and entities.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
  • Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
  • Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Utilized tax software to prepare returns and meet deadlines.

Income Tax Preparer

Garcia's Rapid Refunds
01.2018 - 12.2023
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
  • Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
  • Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
  • Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
  • Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Utilized tax software to prepare returns and meet deadlines.

Deputy Clerk

Brazos County
09.2019 - 01.2023
  • Maintained confidentiality by adhering to strict privacy guidelines when handling sensitive information.
  • Provided quality clerical support through data entry and document management.
  • Provided exceptional customer service to the public, answering inquiries and directing individuals to appropriate resources.
  • Streamlined document retrieval for attorneys and judges by implementing an organized filing system.
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Answered and managed incoming while recording accurate messages for distribution to office staff.
  • Input data into databases.
  • Reviewed files, records and other documents to obtain information to respond to requests.

Skills

  • Income tax preparation
  • Federal and state tax returns
  • Tax computing
  • Deadline oriented
  • Client confidentiality
  • Client communication
  • Data inputting
  • Tax return preparation
  • Data gathering
  • Teamwork
  • Customer service
  • Reliability

Languages

Spanish
Native or Bilingual

Timeline

Income Tax Preparer

A & G Tax Service
01.2024 - Current

Deputy Clerk

Brazos County
09.2019 - 01.2023

Income Tax Preparer

Garcia's Rapid Refunds
01.2018 - 12.2023

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Maria Nava