Summary
Overview
Work History
Education
Skills
Timeline
Generic

Maria Shelokova

Brooklyn,NY

Summary

Ambitious Tax Preparer bringing over 9 years of experience in growing tax agency. Detail-oriented with expertise in preparing local, state and federal tax returns for individuals and businesses. Knowledgeable about preparing sales, payroll and excise documents.

Overview

11
11
years of professional experience

Work History

Tax Associate

Jeff Lewis and Associates
01.2024 - Current
  • Prepared and filed federal and state tax returns for individuals.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
  • Responded to inquiries from IRS and other tax authorities.

Tax Associate

H&r Block/ Office of Frank Pasatieri, CPA
01.2023 - 04.2023
  • Prepared individual and business income tax returns, ensuring compliance with federal and state regulations.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Completed and filed returns with tax departments at local, state, and federal levels.

Team Leader

H&r Block
01.2020 - 04.2021
  • Built strong relationships with customers through positive attitude and attentive response.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.
  • Documented counts and sorted finished Income Tax returns, run and send reports to district manager.
  • Participated in cross-functional team-building activities.
  • Led team of 11 members while providing exceptional customer service.
  • Verified timekeeping records and handled any discrepancies with employees.
  • Verified and approved payroll for 11 team members.

Corporate and Individual Tax Preparer

H&r Block
01.2020 - 04.2021
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Offered clients recommendations to reduce tax liabilities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • 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.

Financial Advisor Assistant

CETERA FINANCIAL SPECIALISTS/DBA FURMAN FINANCIAL
01.2015 - 09.2020
  • Assisted with account reviews and preparation for account reviews.
  • Prepared research reports on stock bonds and mutual funds as assigned by supervisor.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
  • Prepared Applications for clients to establish new accounts. (IRA, 401(K), SEC 529)

Tax Preparer

Tax Target Group LLC/ DBA H&R BLOCK
01.2016 - 12.2019


  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • 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.
  • Offered clients recommendations to reduce tax liabilities.
  • Oversaw team of 17 tax professionals handling up to 3,000 clients per year

Receptionist

Tax Target Group LLC
01.2015 - 12.2015
  • Confirmed appointments, communicated with clients and updated client records.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Answered central telephone system and directed calls accordingly.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Answered large volume of incoming calls daily to resolve customer issues and schedule appointments.
  • Sorted, received and distributed mail correspondence between departments and personnel.

Education

Associate in Accounting / Part Time - Accounting

Kingsborough Community College of The City University of New York
Brooklyn, NY
12-2026

GED -

Kingsborough Community College of The City University of New York
Brooklyn, NY
02.2018

Skills

  • Client Support
  • Self-motivated professional
  • Flexible & Adaptable, Responsible
  • Knowledgeable in Microsoft ( Word and Excel) and Quickbooks
  • Customer Complaint Resolution
  • Customer/Client relations
  • Documentation and reporting
  • Database administration
  • Local, state and federal tax returns preparation
  • Payroll Familiarity
  • IRS Correspondence
  • Filing System Management
  • Familiar with different tax software's
  • Languages: English and Russian

Timeline

Tax Associate

Jeff Lewis and Associates
01.2024 - Current

Tax Associate

H&r Block/ Office of Frank Pasatieri, CPA
01.2023 - 04.2023

Team Leader

H&r Block
01.2020 - 04.2021

Corporate and Individual Tax Preparer

H&r Block
01.2020 - 04.2021

Tax Preparer

Tax Target Group LLC/ DBA H&R BLOCK
01.2016 - 12.2019

Financial Advisor Assistant

CETERA FINANCIAL SPECIALISTS/DBA FURMAN FINANCIAL
01.2015 - 09.2020

Receptionist

Tax Target Group LLC
01.2015 - 12.2015

Associate in Accounting / Part Time - Accounting

Kingsborough Community College of The City University of New York

GED -

Kingsborough Community College of The City University of New York

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