Rachel Cruz
Brooklyn,New York
Summary
Ambitious individual with hands-on training in a fast-paced tax services office. Proficient at client interviews, preparing state tax returns, and reviewing them as needed. Well-versed with accounting software such as TaxSlayerPro and Microsoft Excel. I am excited to launch my career as a professional and always eager to learn more.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Preparer
IRS VITA Program
Manhattan, New York
02.2024 - 04.2024
- Filed electronically through an approved software program.
- Prepared and reviewed tax returns for individuals.
- Ensured that all applicable deadlines were met when submitting documents.
- Assisted clients with any questions they had about their taxes or filing status.
Educator
Junior Achievement Program
Brooklyn, New York
11.2018 - 05.2019
- Organized activities and resources using a lesson plan to promote student engagement in learning.
- Facilitated team-building activities among student groups while teaching them how to work together effectively towards a common goal.
- Conducted interactive classroom sessions with elementary school students on money management topics such as budgeting, saving, and investing.
- Shared relevant life experiences to enhance student learning.
- Promoted engagement and self-esteem by praising students.
Education
Bachelor of Science -
Hunter College of The City University of New York
New York, NY12-2025
High School Diploma -
High School Of Telecommunications Arts And Technology
Brooklyn, NY06-2021
Skills
- Tax Return Preparation
- Bilingual Communicator
- Adaptability
- Detail-Oriented
- Proficient in Microsoft Word, Excel, and PowerPoint
- Client Interview
- Flexible with online/in person work
Accomplishments
- Dean's List: Spring 2023
- Former member of National Honors Society
- Former member of Reel Works' Film Club
Certification
- IRS Volunteer Income Tax Assistant Advanced Preparer
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Affiliations
- Painting: Allows me to engage in creative expression, enhance my creativity, and attention to detail.
- Dog Walking: My favorite activity is walking my dog this action allows me to maintain a routine, demonstrate my responsibility/commitment, and most importantly my absolute love for animals.
- Concertgoer: I am passionate about attending live music events, showcasing an appreciation for music and cultural experiences.
Timeline
Tax Preparer
IRS VITA Program
02.2024 - 04.2024
Educator
Junior Achievement Program
11.2018 - 05.2019
Bachelor of Science -
Hunter College of The City University of New York
High School Diploma -
High School Of Telecommunications Arts And Technology
- IRS Volunteer Income Tax Assistant Advanced Preparer
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