Moussa Conde
Ann Arbor,MI
Summary
Experienced Tax Specialist well-versed in evaluations, statement preparation, returns management and reporting requirements. Familiar with tax liabilities and credits, audits and different tax laws. Offering 4 years of related experience. Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as Preparer. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
2
2
years of professional experience
Work History
Tax Specialist
H&r Block
Ann Arbor, MI
11.2022 - Current
- Stayed up to date on regulatory requirements from IRS, state authorities and international tax collection agencies.
- Audited and prepared all federal and state tax forms for corporate, small business and individual clients.
- Compiled statistical data from sources such as financial statements for use in preparing income tax returns.
- Compiled and affixed customer deduction documents with payments.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Prepared, reviewed, and filed tax returns for individual clients.
- Reviewed prior-year returns for accuracy and completeness.
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
- Computed taxes owed or overpaid for clients.
Relationship Banker
PNC Bank
Ann Arbor, MI
01.2022 - 04.2022
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Modified, opened and closed customer accounts.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Educated clients about various banking products available at the institution.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
Education
BBA - Accounting And Finance
Eastern Michigan University
Ypsilanti, MI05.2024
Associate of Applied Science - Liberal Arts And General Studies
Washtenaw Community College
Ann Arbor, MI05.2016
Skills
- Tax Preparation
- Individual Returns Preparation
- Bookkeeping
- Tax Advising
- Financial Statement Review
- Tax Reporting
- Data Gathering
- Finance
- Tax Consulting
- Reporting Skills
- Strategic Planning
- Financial Auditing
- Itemized Deductions
- Tax Law Knowledge
Accomplishments
- Associate Degree
- Bachelor's Degree
Websites
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Afrikaans
Native/ Bilingual
Affiliations
- From My Educational pursuits, the knowledge I have gained from my studies in accounting starting with Financial Analyst, Income Statements and Balance sheets, which covers Assets, Liabilities and Owners Equity, Current Assets: Cash, Accounts Receivable, Inventory. Fixed Assets: PPE. Current Liabilities: Account payable, Notes Payable, Long-term debt, Owners Equity: Common Stocks, Retained Earning
- excel, Data entry, financial statement, balance sheet, income statement, excel spreadsheet, Computer skilled, knowledgeable mathematics skill.
Timeline
Tax Specialist
H&r Block
11.2022 - Current
Relationship Banker
PNC Bank
01.2022 - 04.2022
BBA - Accounting And Finance
Eastern Michigan University
Associate of Applied Science - Liberal Arts And General Studies
Washtenaw Community College
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