Results-driven professional with extensive experience and Service, excelling in income tax preparation and client communication. Proven ability to enhance office efficiency and client satisfaction through exceptional organization and relationship-building skills. Successfully managed high-volume of clients while maintaining accuracy and compliance in all filings.
Work History
Tax Preparer
3 Years 3 Months
Jas Incometax Office | 08.2022 - 11.2025
Prepared individual and business tax returns with attention to accuracy and compliance.
Reviewed client financial records to identify deductions, credits, and filing requirements.
Gathered supporting documents and clarified missing information for complete returns.
Calculated tax liabilities and refunds based on current federal and state regulations.
Communicated with clients to explain tax positions, required forms, and next steps.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Office Manager
1 Year 8 Months
Liberty Tax Service | 11.2020 - 07.2022
Coordinated daily office operations to support tax preparation workflow and client service quality.
Scheduled appointments and managed calendars to maintain steady customer flow during filing season.
Processed client documents and maintained accurate records for secure, organized file management.
Resolved customer inquiries with clear communication and timely follow-up on account needs.
Trained front-desk staff on office procedures, scheduling, and client intake standards.
Monitored office supplies and reordered materials to prevent service disruptions.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.