Bringing interpersonal communication and time management skills to the table. With an organized approach and strong multitasking abilities, dedicated to maximizing customer satisfaction and exceeding business objectives. Effective at handling clerical tasks independently, such as routing correspondence and coordinating travel arrangements, to ensure smooth and efficient business operations. Detail-oriented, organized, and resourceful, with strong problem-solving and decision-making skills.
Overview
17
17
years of professional experience
Work History
Tax Consultant
INTUIT
02.2024 - 04.2024
Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
Streamlined tax preparation process for increased efficiency and accuracy.
Educated clients about the impact of life events on their taxes, helping them make informed decisions.
Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
Reduced client tax liabilities by identifying applicable deductions and credits.
Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.
Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
Conducted thorough research to stay current on ever-changing tax laws, ensuring compliance for clients.
Assisted clients in resolving IRS issues by navigating complex regulations and negotiating settlements.
Kept abreast of new legislation affecting taxation policies, providing proactive advice to clients accordingly.
Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
Prepared accurate federal, state, and local tax returns for individuals and businesses within required deadlines.
Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decision making.
Offered clients recommendations to reduce tax liabilities.
Completed and filed returns with tax departments at local, state, and federal levels.
Utilized tax software to prepare returns and meet deadlines.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Collaborated with clients to answer questions and provide advice on tax matters.
Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
Increased team productivity with effective communication and collaboration strategies.
Delivered outstanding customer support by providing prompt, courteous assistance during all interactions with clients.