Maria Torres
Winnie,TX
Summary
Accomplished Tax Associate with a proven track record at H&R Block, excelling in tax research and compliance. Demonstrated expertise in optimizing tax credits and deductions for clients, coupled with exceptional organizational and client communication skills. Achieved significant client satisfaction and retention by providing strategic tax planning and guidance.
Overview
12
12
years of professional experience
Work History
Tax Associate
H&r Block
11.2022 - 04.2024
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Developed tax plans and projections to help clients meet objectives.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Server
Carmela's Mexican Restaurant
07.2012 - 09.2022
- Bussed and reset tables to keep dining room and work areas clean.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
- Cultivated warm relationships with regular customers.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
Education
Associate of Applied Science - Accounting Technology
Lamar Institute of Technology
Beaumont, TX12.2020
Skills
- Tax Research
- Tax Compliance
- Tax law expertise
- Organization skills
- Client Communication
Languages
Spanish
Timeline
Tax Associate
H&r Block
11.2022 - 04.2024
Server
Carmela's Mexican Restaurant
07.2012 - 09.2022
Associate of Applied Science - Accounting Technology
Lamar Institute of Technology