Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Nikki Small

Buffalo,MN

Summary

Adept at maximizing client savings and ensuring compliance with tax laws, I excelled at Liberty Tax Service by leveraging my expertise in income tax preparation and my ability to build strong client relationships. Achieved high client satisfaction through meticulous financial review and effective communication, resulting in significant repeat business.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Income Tax Preparer

Liberty Tax Service
01.2019 - Current
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
  • Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
  • Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
  • Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.

Education

High School Diploma -

Chaska High School
Chaska, MN

Skills

  • Income Tax Preparation
  • Federal and state tax returns
  • Deadline-oriented
  • Relationship Building
  • Payroll familiarity
  • Tax Law Compliance
  • Small Business Tax Returns

Certification

  • Circular 230 Training - 2023 Tax Year
  • IRS Tax Exam Certification - 2023 Tax Year
  • Ethics Training - 2023 Tax Year
  • Compliance and Due Diligence Training - 2023 Tax Year

Timeline

Income Tax Preparer

Liberty Tax Service
01.2019 - Current

High School Diploma -

Chaska High School
Nikki Small