Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
US Navy
Aviation Electronic Technician
01.1994 - 08.2025
Job overview
Achieved high levels of accuracy while calibrating sensitive instruments used in avionic systems, ensuring accurate data collection during flights.
Adjusted, repaired and replaced malfunctioning components or assemblies.
Coordinated work with engineers, technicians and other aircraft maintenance personnel.
Observed and recorded flight log
progression and results and organized and documented data for assigned projects.
Talon 5 responsible for 12 F18/C Aircraft and 12 Plane Captain trainees, trained on safety, launch and recovery procedures.
Acme Brick Tile & Stone
Administrative Assistant
10.2011 - 11.2015
Job overview
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
Jackson Hewitt
Tax Preparer Manager
01.2008 - 05.2011
Job overview
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Analyzed financial records to verify accuracy of tax returns.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Increased client satisfaction by providing accurate and timely tax preparation services.
Assessed client tax situations to determine best filing options.
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Maintained compliance by adhering to current tax laws and regulations.
Educated clients on tax planning strategies, helping them save money in future years.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
Reduced errors through meticulous review of financial documents and double-checking calculations.
Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Researched complex tax issues utilizing online resources and professional tax software.
Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
Assisted in resolving complex tax issues, strengthening client relationships and building trust.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Offered clients recommendations to reduce tax liabilities.
Identified potential audit red flags to minimize risk of IRS audits.
Education
Arapahoe Community College
Associate of Applied Science from Accounting Business Administration
University Overview
Working on Applied Science Degree in Accounting and Small Business administration completed all but 10 credit hours for Degree Program.
Arapahoe C
Littleton
Bachelor of Science from Business/Accounting
08.2024 - Current
Skills
Customer Service
Data Entry
Computer Skills
Office Administration
Microsoft Word
Administrative Support
Time Management
Microsoft Excel
Microsoft Outlook
Computer Proficiency
Filing
Customer Relations
Clerical Support
Critical Thinking
Strong Problem Solver
Office Management
Database entry
Dedicated Team Player
Recordkeeping
Timeline
Tax Associate
Intuit TurboTax
10.2024 - Current
Arapahoe C
Bachelor of Science from Business/Accounting
08.2024 - Current
Administrative Assistant
Acme Brick Tile & Stone
10.2011 - 11.2015
Tax Preparer Manager
Jackson Hewitt
01.2008 - 05.2011
Aviation Electronic Technician
US Navy
01.1994 - 08.2025
Arapahoe Community College
Associate of Applied Science from Accounting Business Administration