Summary
Overview
Work History
Education
Skills
Timeline
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Penny Mandel

Penny Mandel

Tax Professional
Manteno,IL

Summary

Organized professional with a several-year background in preparing state and federal tax returns for diverse clients. Recognized for practicality, adaptability, and excellent communication skills. Seeking to leverage talents in a well-established company.

Overview

21
21
years of professional experience

Work History

Tax Associate

Intuit Turbo Tax
Manteno, IL
01.2021 - 05.2024
  • Advised clients on strategies for minimizing their tax liability within legal parameters.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Resolved customer complaints related to their tax filings in an efficient manner.
  • Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
  • Researched complex tax issues in order to provide accurate advice and guidance.
  • Assisted clients with the preparation of financial documents related to taxes.
  • Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
  • Provided technical assistance to other professionals in the organization as needed.
  • Attended continuing education courses related to taxation topics.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Provided exceptional customer service, addressing client concerns and questions promptly.

Customer Service Representative]

Richardson Supply
Frankfort, ILL
07.2016 - 04.2020
  • Answered customer inquiries via phone, email, and chat.
  • Resolved customer complaints promptly and efficiently.
  • Provided accurate information about products and services to customers.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Conducted regular follow-up calls with customers after resolving their issues.
  • Tracked orders from start to finish to ensure timely delivery of goods or services.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.

Tax Specialist

H & R Block Tax Services
Kankakee, IL
01.2003 - 05.2016
  • Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
  • Provided guidance to clients regarding changes in federal, state, and local laws that may affect them financially.
  • Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
  • Gathered and paired customer deduction documents with payments to provide backup documentation on deductions.
  • Stayed up to date on regulatory requirements from IRS, state authorities and international tax collection agencies.
  • Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Resolved client tax issues by investigating discrepancies and implementing corrective actions.
  • Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
  • Performed detailed record-keeping for all tax files and documentation for future reference.

Education

GED -

Peotone High School
Peotone, IL
03-2013

Skills

  • Tax law expertise
  • Tax planning
  • GAAP knowledge
  • Accounting Principles
  • Records Management
  • Corporate tax preparation
  • Bookkeeping
  • Tax reporting
  • Tax Law Compliance
  • Regulatory Compliance
  • Document Preparation
  • Individual returns preparation
  • Financial statement review
  • Tax Return Preparation
  • Tax advising
  • Multi-state tax filing
  • Payroll Processing
  • Research/due diligence
  • Client Communication
  • QuickBooks proficiency

Timeline

Tax Associate

Intuit Turbo Tax
01.2021 - 05.2024

Customer Service Representative]

Richardson Supply
07.2016 - 04.2020

Tax Specialist

H & R Block Tax Services
01.2003 - 05.2016

GED -

Peotone High School

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Penny MandelTax Professional