Summary
Overview
Work History
Education
Skills
Timeline
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Michelle smith

snellville

Summary

Dynamic Tax Expert with extensive experience at Intuit, specializing in tax return preparation and advisory services. Proven track record in reducing errors and enhancing compliance through meticulous research and documentation skills. Adept at improving client understanding of complex tax regulations while fostering positive relationships and delivering exceptional service.

Focused on team collaboration and consistently achieving results in dynamic environments. Highly reliable with strong analytical skills, attention to detail, and adaptability to changing needs.

Overview

22
22
years of professional experience

Work History

Tax Expert

Intuit
12.2021 - Current
  • Managed tax submissions and made sure all information complied with regulations.
  • Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
  • Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Delivery Driver

Amazon
03.2018 - 12.2021
  • Delivered packages to customer doorsteps and business offices.
  • Completed on-time deliveries by choosing best and most efficient routes.
  • Improved customer satisfaction by ensuring timely and accurate deliveries of products.
  • Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
  • Loaded truck and properly secured items to prevent damage for deliveries.
  • Increased customer satisfaction, ensuring all deliveries met specified time frames and conditions.

Manager

One Step Taxes
01.2014 - 04.2018
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.

Tax Examiner

Internal Revenue Service, IRS
01.2003 - 11.2013
  • Ensured timely processing of returns through efficient workload management and attention to detail.
  • Communicated with taxpayers in writing and by telephone.
  • Collaborated with team members to enhance overall efficiency and effectiveness within the department.
  • Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
  • Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
  • Researched tax issues and stayed current on all federal and state tax laws.
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Prepared all federal and state income tax paperwork for extensions and returns.

Education

MBA - Business

Strayer University
Morrow, GA
09-2009

Skills

  • Tax advisory services
  • Tax return preparation
  • Tax research
  • Tax software proficiency
  • Tax preparation
  • Credits and refunds
  • Research proficiency
  • Tax due diligence
  • State and local taxes
  • Itemized deductions
  • Tax process improvement
  • Documentation skills

Timeline

Tax Expert

Intuit
12.2021 - Current

Delivery Driver

Amazon
03.2018 - 12.2021

Manager

One Step Taxes
01.2014 - 04.2018

Tax Examiner

Internal Revenue Service, IRS
01.2003 - 11.2013

MBA - Business

Strayer University