MICHAEL WILSON
Intuit Inc.
Oakland,Ca.
Overview
Tax Associate preparing 10+ individual and business returns per week while conducting 20+ client intake interviews per week for required forms, documents, and tax positions. Applies Registered Tax Return Preparer knowledge to analyze financial data, optimize returns, and e-file accurately in a high-volume remote setting. Uses Intuit, Microsoft, and Google tools to manage multiple priorities, process 10+ transactions per week, and resolve client issues quickly.
04+
Certifications
20+
years of professional experience
Work History
01.2024 - 01.20262 Years
Tax Associate
Intuit Inc. | Oakland, CA
- Prepared 33% of returns monthly for electronic filing across individual and business accounts.
- Reviewed client intake files weekly for required tax forms and supporting documents.
- Analyzed financial records to identify tax optimization opportunities and eligible client benefits.
- Prepared and e-filed individual and business returns while maintaining accuracy under tight deadlines.
- Processed client purchases, refunds, and payment transactions through tax platform workflows.
- Used Intuit, Microsoft, Google, and other business applications to support daily tax operations.
- Communicated with clients and staff to resolve issues and coordinate remote work technologies.
01.2006 - 01.202418 Years
Building Maintenance / Handyman
Oakland, Ca.
- Completed property inspections on demand to identify repair needs and support consistent building upkeep.
- Managed monthly maintenance requests for commercial and residential properties, prioritizing urgent repairs and routine service.
- Performed preventive maintenance and general repairs across commercial and residential buildings.
- Applied construction and maintenance knowledge to resolve building issues efficiently and support safe property conditions.
- Worked with real estate practices, principles, and property management requirements to support day-to-day operations.
01.2013 - 01.20152 Years
Tax Professional Level III
H&R Block | San Francisco, Ca.
- Processed client payments weekly across cash, credit, refunds, and discounts.
- Performed tax interviews weekly using H&R Block proprietary software on Windows systems.
- Prepared accurate individual tax returns, including Form 1040 filings and confidential client data handling.
- Reviewed and reconciled prior-year returns against current-year filings to identify discrepancies.
- Handled electronic filing workflows and supported accurate submission of completed tax forms.
- Built stronger tax accounting knowledge through ongoing preparation work and software-based filing tasks.
Education
Associate degree | Business Administration/Accounting
Laney College | 01-2009
Laney College
01-2009
Skills
Certification
Registered Tax Return Preparer, Annually
Annual Filing Season Program, Annually
Intuit QuickBooks Bookkeeping Certification
Business Administration/Accounting, Laney College
Interests
Art – drawings and paintings. Culinary - bakery, restaurant, Computer - programming, networking. Built environment - construction and contracting, and real estate.
Timeline
Tax Associate
Intuit Inc.
01.2024 - 01.2026Read more
Tax Professional Level III
H&R Block
01.2013 - 01.2015Read more
Building Maintenance / Handyman
01.2006 - 01.2024Read more
Laney College - Associate degree, Business Administration/Accounting
Read more