Monique Rice
Aurora,CO
Summary
Dynamic Tax Preparer with proven expertise at R.Danielson Tax Service, adept at income tax preparation and payroll processing. Enhanced client satisfaction through meticulous tax return accuracy and exceptional organizational skills. Successfully navigated complex tax situations, fostering strong client relationships while ensuring compliance with local, state, and federal regulations.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level payroll position. Ready to help team achieve company goals.
Overview
15
15
years of professional experience
Work History
Tax Preparer
R.Danielson Tax Service
07.2014 - Current
- Prepared and filed individual and business tax returns in compliance with federal and state regulations.
- Reviewed client financial documents to ensure accuracy and completeness of information provided.
- Assisted clients in understanding tax obligations and available deductions for optimal filing outcomes.
- Collaborated with team members to streamline tax preparation processes, enhancing overall efficiency.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Offered clients recommendations to reduce tax liabilities.
- Educated clients on future tax planning, helping them to make informed financial decisions.
Administrative Assistant/Vault Clerk
Brinks, Inc
10.2010 - 03.2014
- Coordinated scheduling and logistics for executive meetings, ensuring efficient use of resources.
- Managed office communications, responding to inquiries and directing them to appropriate departments.
- Developed and maintained filing systems, enhancing document retrieval efficiency by 30%.
- Supported project management by tracking deadlines and deliverables using project management software.
- Trained new administrative staff on office procedures and best practices, fostering a collaborative environment.
- Oversaw inventory management of office supplies, optimizing stock levels to prevent shortages or excesses.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Maintained inventory of office supplies and placed orders.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- QuickBooks proficiency
- Tax return preparation
- Payroll processing
Timeline
Tax Preparer
R.Danielson Tax Service
07.2014 - Current
Administrative Assistant/Vault Clerk
Brinks, Inc
10.2010 - 03.2014