Accomplished Tax Preparer skilled at building atmosphere of collaboration and performance excellence to provide every customer with exceptional experiences and promote brand loyalty. Motivational leader skilled at building relationships with customers, employees and senior management. Successful tax professional focused on performance, customer service and compliance. Offering over 10 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Enthusiastic Tax Professional experienced in Federal and State tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Focused Assistant Store Manager known for creating stunning merchandise displays and improving revenue for location. Experience in diverse retail environments.
Hi, I’m
Mariana Morales
National City,CA
Summary
Overview
7
years of professional experience
Work History
Atria Senior LivingLa Jolla, California
NOC Receptionist
2024.05 - Current (1 education.year_Label & 7 education.months_Label)
Job overview
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Self-motivated, with a strong sense of personal responsibility.
Moreno Public Services
Tax Professional
01.2018 - Current
Job overview
- Managed approximately 20 incoming calls, emails and faxes per day from customers
- Completed and filed returns with tax departments at local, state and federal levels.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
7 Eleven Store
Assistant Store Manager
06.2020 - 12.2022
Job overview
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Supervised and evaluated staff.
- Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Rotated merchandise and displays to feature new products and promotions.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Processed payments for credit and debit cards and returned proper change for cash transactions.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
Education
Chula Vista Senior High SchoolChula Vista, CA
High School Diploma
06.1992
University Overview
Skills
- Goals and Performance
- Staff Supervision
- Product and Service Sales
- Business Development and Planning
- Scheduling
- Sales
- Inventory Control
- Store Management
- Staff Management
- Cash Handling
- Cleaning
- Cash Register Operation
- Store Operations
- Product Knowledge
- Tax Accounting
- Tax Audit Procedures
- Professional Correspondence
- Tax Laws
- Due Diligence
- Active Listening
- Income Statements
- Individual Income Tax Preparation
- Payroll Familiarity
- Account Reconciliation
- Tax Code Knowledge
- Organizational Abilities
- Complex Problem-Solving
- Document Preparation
- Monthly Financial Statements
- QuickBooks Proficiency
- Prepare Returns
- Filing System Management
- Tax Payment Estimations
Certification
- CTEC License - 7 Years
- Public Notary
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteImportant To Me
Career advancementFlexible work hoursPersonal development programsPaid sick leave401k matchPaid time offWork from home optionLanguages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Timeline
NOC Receptionist
Atria Senior Living
2024.05 - Current (1 education.year_Label & 7 education.months_Label)
Assistant Store Manager
7 Eleven Store
06.2020 - 12.2022
Tax Professional
Moreno Public Services
01.2018 - Current
Chula Vista Senior High School
High School Diploma