Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Monica Smith

Hoffman,IL

Summary

Detail-oriented Tax Preparer with 10 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. 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. High-performing Senior Tax Specialist proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Focused Senior Tax Specialist conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. Successful tax professional focused on performance, customer service and compliance. Offering over 10 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Caretaker

Deon Sharp
04.2020 - Current
  • Recorded temperature, blood pressure, pulse, or respiration rate as directed by medical or nursing staff.
  • Maintained required records of work hours, budgets and payrolls.
  • Provided compassionate care to residents, assisting with daily tasks such as meal preparation and personal grooming.
  • Trained new staff members on caretaking procedures, policies, and best practices to maintain high quality standards.
  • Determined specific needs and provided most appropriate level of services for patient well-being.

Senior Tax Spe

H&R Block
11.2014 - Current
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Reviewed financial reports to correctly ascertain taxation and statement requirements.
  • Calculated estimated tax payments for clients.
  • Cash handling
  • Customer Service
  • Answering phones, filing, open and closing the office, and other office duties
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Analyzed financial records to verify accuracy of tax returns.
  • Responded to inquiries from IRS and other tax authorities.
  • Offered clients recommendations to reduce tax liabilities.
  • Assessed client tax situations to determine best filing options.
  • Minimized clients'' tax liabilities with strategic planning and expert knowledge of current tax laws and regulations.

Education

Associate of Science - Accounting

Kaskaskia College
Centralia IL

No Degree - Banking

City Colleges of Chicago-Harry S Truman College
Chicago, IL

Skills

  • Mathematical Calculations
  • Customer Retention Strategies
  • Appointment Scheduling
  • Critical Thinking
  • Client Invoicing
  • Individual Tax Returns
  • Tax-related research
  • Tax Incentive Identification
  • Tax Documentation Management
  • Cash Handling
  • Excellent Customer Service
  • Organization
  • Time management
  • Multitasking
  • Excell
  • Microsoft Office

Certification

  • CNA - Certified Nurse Assistant
  • Microsoft Office

Timeline

Caretaker

Deon Sharp
04.2020 - Current

Senior Tax Spe

H&R Block
11.2014 - Current

Associate of Science - Accounting

Kaskaskia College

No Degree - Banking

City Colleges of Chicago-Harry S Truman College

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Monica Smith