MATTHEW SMITH
North Brookfield,MA
Summary
Driven entrepreneur and skilled tax preparer with a track record of enhancing operational efficiency at Self Employed Farm and Liberty Tax Service. Expert in financial planning and agribusiness management, demonstrated through meticulous record-keeping and strategic tax solutions. Excelled in customer service, fostering trust and loyalty, while adeptly managing water resources and maintaining high cleanliness standards.
Overview
8
8
years of professional experience
Work History
Small Farm Owner
Self Employed Farmwe
08.2021 - Current
- Oversaw farm maintenance ensuring all structures/equipment were kept in good working order to prevent delays downtime.
- Maintained accurate financial records for budgeting purposes, enabling informed decision-making regarding operational investments.
- Maintained all equipment and kept the facility clean and sanitary
- Operate all areas of the business from growing crops to sales at local markets
- Excels in customer service and providing product information
- Sole proprietor of start up business
Tax Preparer
Liberty Tax Service
01.2016 - Current
- 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.
- Seasonal Job I work January 2nd to April 18th each year since 2016
- Past 3 years managed on of the franchise offices based in Spencer, Ma
- 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.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
No Degree - General Studies
Westfield State
Westfield, MANo Degree - Liberal Arts And General Studies
Quinsigamond Community College
Worcester, MAHigh School Diploma -
North Brookfield High School
06.1999
Skills
- Water management
- Financial Planning
- Agribusiness Management
- Cleaning and Maintenance
- Organic farming
- Time Management
- Operations Management
- Sales Techniques
- Product Management
- Bookkeeping
- Tax Return Preparation
- Client Communication
Languages
English
Native or Bilingual
Timeline
Small Farm Owner
Self Employed Farmwe
08.2021 - Current
Tax Preparer
Liberty Tax Service
01.2016 - Current
No Degree - General Studies
Westfield State
No Degree - Liberal Arts And General Studies
Quinsigamond Community College
High School Diploma -
North Brookfield High School