Nolisha Pryer
Tickfaw,LA
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer
Power Puff University
Baton Rouge
03.2017 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Educated clients on tax planning strategies, helping them save money in future years.
- 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.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Researched complex tax issues utilizing online resources and professional tax software.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- 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.
- Developed tailored solutions based on individual client needs, resulting in customized strategies for optimal outcomes.
- 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.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Offered clients recommendations to reduce tax liabilities.
- Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Implemented quality control measures within the firm to reduce errors and maintain high standards of service for all clients.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Implemented time-saving software tools to automate portions of the tax preparation process, increasing productivity.
- Liaised with accountants to confirm accuracy of client tax returns.
- Developed tax plans and projections to help clients meet objectives.
- Mentored junior colleagues in tax preparation methods, contributing to a more knowledgeable and capable team.
Education
Christ First Christian Academy
Houston Tecas06.2020
Skills
- Organization skills
- Document Preparation
- Income Tax Preparation
- Local, state, and federal tax returns
- Relationship Building
- Bookkeeping
- Tax Return Preparation
- Client Communication
- Data inputting
- Data Gathering
- Organizational abilities
- Tax Law Compliance
- Verbal/written communication
- Bookkeeping Expertise
- Tax law knowledge
- Sales Tax Filing
- Financial Statements
- Payroll familiarity
- Finance
- Financial Management
- Account Reconciliation
- State Tax Regulations
- Tax Compliance
- QuickBooks proficiency
- Individual Taxation
- Information Processing
- Financial statement review
- Tax audit procedures
- Tax-related research
- Records Management
- Regulatory Compliance
- Corporate tax preparation
- Tax Dispute Resolution
- Tax code knowledge
- New Business Development
- Financial statements expertise
- Risk Management
- Payroll Processing
- Tax reporting
- Tax Credits Expertise
- Interpersonal strengths
Certification
- Licensed Owner - 5years
Languages
English
Full Professional
Timeline
Tax Preparer
Power Puff University
03.2017 - Current
Christ First Christian Academy