Marissa Gonzales
Victoria,TX
Summary
Seasoned Tax Agent known for high productivity and efficient task completion. Specialize in tax preparation, regulatory compliance, and financial consulting. Excel in analysis, problem-solving, and communication, ensuring clear understanding of complex tax issues and strategies. Committed to maintaining up-to-date knowledge of tax laws to provide accurate advice and services.
Seasoned Tax Agent with comprehensive experience in managing tax compliance, audits, and planning. Possess strong skills in interpreting complex tax regulations and implementing sound financial strategies to minimize tax liability. Proven ability to foster client relationships while contributing to business growth through the successful execution of tax strategies. Bring forth commitment to leverage skill set for optimal efficiency in future roles.
Resourceful Tax Examiner ensuring all tax information is completed according to deadlines and procedures. Organized and coordinated with working a flexible schedule, including weekends and evenings. Outstanding research and writing skills with the creativity to think outside-the-box.
Focused, detail-oriented and conscientious professional with advanced understanding of regulations and standards. Reviews large volumes of physical and digital data to assess accuracy and integrity of provided information while meeting tight deadlines.
Experienced in analyzing and processing tax returns and related documents. Proficient in applying tax laws, regulations, and policies to ensure accurate and timely tax assessments. Skilled in conducting audits, resolving taxpayer inquiries, and maintaining confidential taxpayer information.
Skilled in navigating complex tax regulations and ensuring compliance, bringing valuable experience in tax examination, collection, and revenue enforcement. Possess strong analytical abilities to identify discrepancies and enforce tax laws effectively. Demonstrated capability in improving revenue collection processes and enhancing departmental efficiency through strategic planning and implementation. Have led initiatives that resulted in improved taxpayer compliance rates and streamlined audit procedures.
Resourceful professional in tax regulation and enforcement, known for high productivity and efficiency in task completion. Possess specialized skills in tax compliance evaluation, debt collection strategies, and regulatory knowledge application. Excel in critical thinking, problem-solving, and communication, ensuring successful navigation through complex cases with precision and clarity.
Overview
6
6
years of professional experience
2011
2011
years of post-secondary education
Work History
Tax Agent
Jackson Hewitt
Victoria, TX
10.2023 - Current
- Assisted clients with tax preparation and filing processes.
- Gathered and organized financial documents for accurate tax reporting.
- Supported tax software usage for efficient data entry and processing.
- Researched tax regulations to ensure compliance with current laws.
- Communicated with clients to clarify tax-related inquiries and needs.
- Maintained confidentiality of sensitive financial information throughout processes.
- Collaborated with team members to streamline workflow and improve efficiency.
- Attended training sessions to enhance knowledge of tax procedures and tools.
- Utilized integrated tax system to reconcile financial statements and reports.
- Prepared and filed tax returns for individual, business, and corporate clients.
- Developed strategies to minimize liability while maximizing return amounts for clients.
- Collaborated with other departments within the organization to resolve any outstanding tax-related issues.
- Drafted correspondence to government agencies regarding client inquiries or audits.
- Attended seminars and workshops relating to taxation law updates in order to stay informed.
- Assisted clients in understanding the complexities of their taxes to ensure accuracy of returns.
- Conducted research into complex tax matters to determine best practices and outcomes.
- Provided guidance on taxation issues including capital gains, trusts, and foreign income.
- Advised clients on possible tax planning opportunities based on current legislation changes.
- Analyzed financial records such as income statements and balance sheets to identify potential deductions or credits.
- Maintained an up-to-date database of client documents using various software programs.
- Represented clients during IRS audits with detailed knowledge of applicable laws.
- Evaluated new accounting regulations and updated processes accordingly when needed.
- Assessed client needs by gathering relevant information through interviews or surveys.
- Ensured accurate completion of required forms such as W2s, 1099s, 1040s.
- Negotiated settlements with taxing authorities on behalf of clients when necessary.
- Assisted clients with the preparation of quarterly estimated taxes.
- Created comprehensive reports detailing findings from analysis activities for management review.
- Monitored filing deadlines throughout the year so that no penalties were incurred due to late submissions.
- Reconciled discrepancies between internal systems and external data sources.
- Provided technical support on tax preparation software applications used by staff members.
- Resolved customer service inquiries in a timely manner while maintaining professionalism at all times.
- Reviewed existing policies and procedures related to taxation matters to ensure compliance with state regulations.
- Discussed and explained various tax forms with taxpayers.
- Maintained up-to-date contact information for each case under review.
- Set up and monitored payment plans and processed payments.
- Checked completeness of information when processing applications and transactions.
- Examined accounting systems and records to determine appropriateness of methods and controls.
- Conducted independent field audits and investigations of income tax returns to verify information provided.
- Prepared briefs, sought out records and produced documentation in support of court cases.
- Reviewed historical data to check compliance with internal and regulatory standards.
- Conferred with taxpayers and representatives to discuss issues, laws, and regulations related to returns and address problems.
- Audited calls to evaluate quality, accuracy, and service levels of interactions.
CNA
Woodforest Nursing Home
Angleton, Texas
06.2019 - 12.2022
- Assisted residents with daily living activities and personal hygiene.
- Monitored vital signs and reported changes to nursing staff.
- Provided companionship and emotional support to residents.
- Documented patient care activities accurately in health records.
- Maintained cleanliness and organization of resident living spaces.
- Collaborated with healthcare team to develop individualized care plans.
- Educated residents and families on health management and safety practices.
- Trained new staff on caregiving protocols and best practices.
- Provided assistance with activities of daily living, including bathing, dressing and grooming.
- Performed vital sign assessments, such as taking blood pressure and temperature.
- Documented patient care services by charting in designated areas.
- Maintained a clean, safe environment for the patient by adhering to infection control policies and procedures.
- Answered patient call lights promptly and responded to requests appropriately.
- Demonstrated excellent customer service skills when interacting with patients, families and guests.
- Assisted patients in ambulation and transfers using proper body mechanics.
- Reported changes in patient conditions to registered nurse or physician.
- Observed patients for any physical or emotional changes, reported findings to medical staff immediately.
- Ensured compliance with HIPAA regulations regarding confidentiality of information.
- Monitored food intake and output as directed by nursing staff.
- Provided emotional support to family members during difficult times.
- Transported residents within the facility as needed.
- Utilized appropriate safety measures when handling hazardous materials or waste products.
- Recognized signs, symptoms of abuse, neglect and reported them per policy.
- Assisted with range of motion exercises and other rehabilitative activities per physician orders.
- Collaborated with interdisciplinary team members to ensure quality patient care was delivered at all times.
- Educated patients on self-care techniques that would help them maintain their independence.
- Participated in educational programs designed to improve knowledge of health care practices.
- Assisted in preparing meals according to prescribed diets while monitoring food consumption levels.
- Administered medications under supervision of a licensed nurse.
- Facilitated communication between patients, family members, and healthcare professionals.
- Assisted patients with shaving, bathing, and oral hygiene to promote healthy habits and overall wellness.
- Assisted residents with bathing and dressing to promote personal hygiene.
- Facilitated activities of daily living, personal hygiene management, feeding and ambulation.
- Turned and repositioned residents using proper body mechanics to prevent pressure ulcers.
- Helped residents walk with or without self-help devices.
- Used mobility devices to transport patients.
- Observed and reported unusual symptoms and changes to charge nurse.
- Answered signal lights, bells or intercom systems to determine resident needs.
- Distributed drinking water and nourishment to residents.
- Assisted residents in preparing for activities and social programs.
- Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
- Supported non-ambulatory residents in range of motion exercises.
- Documented activities and recorded information in EMR system.
- Collected specimens, monitored vitals, and maximized patient comfort to maintain optimal environment.
- Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures.
- Examined and treated patient lacerations, contusions, and physical symptoms and referred patients to other medical professionals.
- Supported daily living activities by serving meals, feeding, ambulating and turning over and positioning patients.
- Provided physical support to assist patients with bathing, dressing and toileting.
- Communicated with patients to determine feelings, need for assistance or social and emotional support.
- Supplied, collected and emptied patient bedpans on frequent basis.
- Safeguarded patient privacy with strict adherence to HIPAA protocols.
- Assisted with lifting patients to move on or off beds, examination tables and surgical tables.
- Kept medical supply room and patient rooms stocked with necessary supplies, equipment and instruments.
- Collected specimens from patients for laboratory testing purposes.
- Exercised comatose and paralyzed patients to reduce delirium and improve physical function.
Education
BF Terry High
Rosenberg, TXSkills
I speak fluent Spanish
- Works with individuals with special needs
- Works with technology computers, Microsoft work
- Tax preparation
- Financial analysis
- Tax software usage
- Client representation
- Auditing techniques
- Regulatory knowledge
- Customer relationship management
- Case documentation
- Conflict resolution
- Problem solving
- Effective communication
- Attention to detail
- Team collaboration
- Time management
- Accounting principles mastery
- Estate and trust taxation
- Tax research capabilities
- Tax compliance expertise
- Continuous learning mindset
- Negotiation
- International tax
- Tax law
- Tax deductions awareness
- Payroll processing
- Financial reporting
- Business tax acumen
- Bookkeeping expertise
- Sales tax management
- Debt collection
- Tax software mastery
- Data management
- Strong ethics
- Communication management professional
- Recordkeeping and documentation
- Certified internal control specialist
- Critical thinking
- Written communication
- Chartered alternative investment analyst (CAIA)
- Negotiation abilities
- Adaptability and flexibility
- Multitasking
- Strategic thinking
- Financial forecasting
- Delinquent account management
- Chartered global management accountant
- Self motivation
- Certified trust and fiduciary advisor (CTFA)
- Fundamental payroll certification (FPC)
- Certified accounts payable associate
- Excellent negotiation skills
- Chartered business valuator
- Multitasking Abilities
- Active listening
- Accredited business accountant/advisor
- Decision-making skills
- Financial risk manager (FRM)
- Analytical thinking
- Adaptability
- Strategic communication management professional
- Certified public finance administrator (CPFA)
- Customer service
- Chartered management consultant
- Strategic communication management professional (SCMP)
- Registered financial planner (RFP)
- Financial risk manager
- Teamwork skills
- Certified trust and fiduciary advisor
Languages
Spanish
Native/ Bilingual
Timeline
Tax Agent
Jackson Hewitt
10.2023 - Current
CNA
Woodforest Nursing Home
06.2019 - 12.2022
BF Terry High