Summary
Overview
Work History
Education
Skills
Certification
Timeline
References
Generic

Naomi Carroll

Wichita,KS

Summary

Dynamic Tax Specialist with an active PTIN and actively pursuing a EA certification, maintaining a proven track record at excelling in tax preparation and compliance. Adept at client communication and audit assistance, ensuring accuracy in filings and enhancing customer satisfaction. Skilled in leveraging tax software to streamline processes, resulting in timely and precise tax returns for individual clients.


Overview

23
23
years of professional experience
1
1
Certification

Work History

Tax Specialist

InfoSync
08.2021 - Current
  • Prepared, reviewed, and filed tax returns for multiple business clients and states.
  • Assisted with audits conducted by Internal Revenue Service agents.
  • Managed multiple tax preparation projects simultaneously, including client use tax, ensuring timely completion and filing.
  • Analyzed financial documents to ensure accuracy of information reported on tax forms.
  • Created reports summarizing the details of all filings made during the year.
  • Researched federal, state and local regulations to ensure compliance with all applicable laws.
  • Reviewed prior year returns for accuracy and completeness.
  • Collaborated with accounting staff to ensure timely preparation of filings.
  • Responded promptly to client inquiries related to their taxes or other fiscal matters.
  • Ensured compliance with applicable federal, state, and local laws governing taxation policies.
  • Organized files containing source documents used in the preparation of tax returns.
  • Performed calculations to determine estimated taxes due or refunds expected.
  • Facilitated communication between taxpayers and government agencies regarding outstanding payments or other concerns.

Insurance Agent

Farmers Insurance
10.2020 - 08.2021
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Processed payments received from clients promptly according to established procedures.
  • Monitored market conditions to ensure that existing policies remain competitively priced.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.

Internal Service Manager

Subaru of Wichita
04.2017 - 10.2020
  • Managed inventory levels of parts necessary for servicing customers' needs.
  • Developed and maintained relationships with customers, vendors, and suppliers.
  • Maintained accurate records of all service requests, including resolution times and costs incurred.
  • Reviewed customer billing statements for accuracy prior to release.
  • Coordinated with other departments within the organization to ensure seamless delivery of services.
  • Created detailed reports on service activities for senior management review.
  • Managed service staff to ensure customer satisfaction and compliance with company policies.
  • Created written estimates and obtained customer consent to proceed.
  • Oversaw daily operations of the service department, including scheduling and workflow management.
  • Prioritized and delegated daily work tasks to meet anticipated project goals.
  • Handled customer complaints and resolved issues promptly to maintain positive relationships.

CO-OWNER, OFFICE MANAGER

Evans Home Improvement & Roofing
01.2003 - 07.2016
  • Managed budgeting and scheduling to ensure efficient financial operations.
  • Oversaw marketing initiatives to increase brand visibility and customer engagement.
  • Handled phone communications to address client inquiries and maintain relationships.
  • Administered accounts payable and receivable for accurate financial reporting.
  • Processed payroll to ensure timely employee compensation.
  • Executed invoicing and insurance billing to maintain cash flow.
  • Coordinated order management and sales processes to optimize revenue.
  • Maintained business operations independently after separation from partnership.

Education

Some College (No Degree) - Criminal Justice

Butler Community College

Some College (No Degree) - Psychology

Wichita State University
Wichita, KS

Skills

  • Accounts Rec
  • Invoice processing
  • Marketing
  • Payroll
  • Billing
  • Sales
  • Office management
  • Licensed insurance agent
  • Audit assistance
  • Tax software proficiency
  • State and local taxes
  • Compliance
  • Tax filing expertise

Certification

  • Licensed Insurance Agent
  • Active PTIN
  • EA Certification Training-Currently

Timeline

Tax Specialist

InfoSync
08.2021 - Current

Insurance Agent

Farmers Insurance
10.2020 - 08.2021

Internal Service Manager

Subaru of Wichita
04.2017 - 10.2020

CO-OWNER, OFFICE MANAGER

Evans Home Improvement & Roofing
01.2003 - 07.2016

Some College (No Degree) - Psychology

Wichita State University

Some College (No Degree) - Criminal Justice

Butler Community College

References

References available upon request.

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