MONICA LOPEZ
Sales Account Management / Tax Preparer
Victorville,Ca
Work Preference
Work Type
Full TimePart TimeContract WorkLocation Preference
RemoteImportant To Me
Work from home optionCareer advancementWork-life balanceSummary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
5
5
Tax Preparer
1
1
Certification
2
2
Languages
17
17
Experience
Work History
Tax Preparer
M.L. TaxServices
01.2021 - Current
- Prepared over 300 federal and state returns, including amended filings and Schedule C.
- Assessed client tax situations to determine best filing options.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained compliance by adhering to current tax laws and regulations.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Analyzed financial records to verify accuracy of tax returns.
- Educated clients on best practices for record-keeping, minimizing future audit risks and maximizing potential deductions.
Account Sales Manager
IDT Corporation
07.2016 - 11.2024
- Led B2B retention campaigns and managed telecom accounts across Southern California.
- Maintained CRM accuracy and drove upsell opportunities through targeted outreach.
- Identified new business opportunities by conducting market research and competitor analysis.
- Coordinated with internal departments such as finance, operations, and product development teams to ensure seamless transactions for clients from start to finish.
- Developed long-term strategic plans for key accounts by setting achievable growth objectives based on mutual goals between the company and the client.
- Reduced churn rate by identifying at-risk clients early and proactively addressing any concerns or issues before they escalated.
- Improved communication within the sales department by implementing regular meetings focused on reviewing goals progress and sharing best practices.
Customer Specialist
Network Enhanced Technology
05.2008 - 06.2016
- Handled telecom billing issues and technical support.
- Processed service adjustments, trained new reps, and improved support protocols.
- Managed high-volume calls and resolved escalated cases.
- Enhanced team collaboration, sharing best practices and working together to resolve complex issues.
- Increased customer satisfaction by addressing concerns and providing tailored solutions for their needs.
- Managed a portfolio of key accounts, ensuring timely issue resolution and consistent communication with stakeholders.
- Negotiated contract renewals/upgrades with existing clients leading to increased revenue streams.
Education
High School Diploma -
05.2001 -
Certified Active - Taxation
05.2001 -
Certified Level 1 - Taxation
05.2001 -
Skills
Individual taxation
Client communication
Information processing
Tax credit utilization
Income tax preparation
Self-employment taxation
Tax research techniques
State tax regulations
Amended returns preparation
Record keeping management
Data inputting
Tax return preparation
Additional
- Prepared 300+ federal and state tax returns, including amended filings and Schedule C
- Resolved IRS and EDD disputes with supporting documentation and transcript reviews
- Responded to IRS letters and Notices of Proposed Assessment
- Assisted clients with payment plans, refund corrections, and compliance issues
- Delivered bilingual support and remote filing for diverse client needs
Certification
PTIN
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Helping people
Timeline
PTIN
09-2025
Tax Preparer - M.L. TaxServices
01.2021 - Current
Account Sales Manager - IDT Corporation
07.2016 - 11.2024
Customer Specialist - Network Enhanced Technology
05.2008 - 06.2016
Garfield High School - High School Diploma,
05.2001 -
California Tax Education School - Certified Active, Taxation
05.2001 -
Intuit Tax Course - Certified Level 1, Taxation
05.2001 -