NOU VERRETT
Riverside
Summary
Experienced with tax preparation and compliance, offering valuable insights to optimize client returns. Utilizes in-depth knowledge of tax regulations to ensure accurate filings. Track record of maintaining high client satisfaction through effective consultation and personalized tax strategies.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Care Provider
Risk Management
01.2007 - Current
- Administer patient's daily medication, and take patient to monthly lab and doctor appointments.
- Provide excellent post-transplant care for patient, ensuring patient received proper nutrients and daily care medication to prevent rejection.
Care Provider
IHSS
01.2017 - Current
- Maintain client's calendar to insured all appointments are met, be a liaison between client's and insurance company, advocate for safety equipment, transport clients to doctor's appointments, plan and prepared client's daily meals, provided activities and exercise for clients to stay active.
Seasonal Tax Preparer and Customer Support Expert
Baker Tilly
11.2024 - 04.2025
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- 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 compliance by adhering to current tax laws and regulations.
- 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.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Provided exceptional customer service, resulting in high client retention and satisfaction rates.
Tax Preparer
Self Employed
06.2011 - 10.2024
- 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.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- 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.
- 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.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
Sales/Business Development Manager
Team March Tax Center
01.2014 - 01.2014
- Company Overview: March Air Reserve Base
- Company Overview: Part of a team that provided the men and women of March ARB with savings of over $110,000 in tax preparation fees and secured over $1.1 million in tax refunds.
- Interviewed clients, prepared tax returns, conducted audits, researched military tax laws and provided customer service.
- Achievements: Part of a team that provided the men and women of March ARB with savings of over $110,000 in tax preparation fees and secured over $1.1 million in tax refunds.
- Regarded as one of the most productive tax preparers.
- Helped process more than 850 tax returns and served more than 150 volunteer hours.
Senior Tax Preparer
R.L. Hammack Co. Inc.
01.2003 - 01.2008
- Conducted interviews with clients and provided complete tax return preparation services.
- Followed up with clients regarding missing information.
- Responsible for administrative duties including answering phones, bookkeeping, and filing.
- Trained new employees.
- Top processor regarded for providing excellent customer service.
- Ensured client received payroll and paid payroll taxes promptly.
Education
Bachelor of Science - Accounting
University of Phoenix
Phoenix, AZAssociate of Arts - Psychology
Riverside Community College
Riverside, CASkills
- Customer Service
- Team Leadership
- Accounting
- Military Tax Law
- Personnel Training
- Tax Preparation
- Client Relations
- Patient Support
Websites
Accomplishments
- Completed more than 35 individual tax returns during 2024 tax season.
- Received over 300 customer service calls with 95% customer satisfaction rate.
- Volunteer to work on complex tax return resulting in customer and management satisfaction.
- Complete additional tax training resulting in compensation increased for 2024 tax season.
Certification
CTEC - Registered Tax Preparer, California
Languages
Hmong
Native or Bilingual
Timeline
Seasonal Tax Preparer and Customer Support Expert
Baker Tilly
11.2024 - 04.2025
Care Provider
IHSS
01.2017 - Current
Sales/Business Development Manager
Team March Tax Center
01.2014 - 01.2014
Tax Preparer
Self Employed
06.2011 - 10.2024
Care Provider
Risk Management
01.2007 - Current
Senior Tax Preparer
R.L. Hammack Co. Inc.
01.2003 - 01.2008
Associate of Arts - Psychology
Riverside Community College
Bachelor of Science - Accounting
University of Phoenix
Websites, Portfolios, Profiles
WWW: Bold Profile
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