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
6
6
years of professional experience
1
1
Certification
Work History
Vita Secretary
IRS VITA Program
02.2025 - 04.2025
- Manage client communications, schedule appointments, and handle general inquiries to ensure smooth operations.
- Guide clients in submitting necessary in-scope documentation, including instructions on securely uploading forms to Dropbox.
- Support the efficiency of the tax assistance process, enhancing the overall client experience.
- Uphold confidentiality and professionalism in all interactions, maintaining a high standard of service.
Vita Coordinator
IRS VITA Program
02.2025 - 04.2025
- Facilitate the roles of student volunteers by organizing and managing the intake, interview, and tax filing processes.
- Oversee virtual operations on Zoom by assigning students to designated breakout rooms, ensuring a structured and efficient workflow.
- Provide guidance to volunteers, addressing technical or procedural issues to ensure accurate and timely client assistance.
- Streamline communication between clients and volunteers, ensuring clients receive optimal service.
- Maintain proper documentation and ensure compliance with privacy standards, supporting a seamless and effective tax preparation experience.
Tax Preparer
IRS VITA Program
02.2024 - 04.2024
- Prepared and reviewed tax returns for individuals by filling them electronically through an approved software program.
- 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
11.2018 - 05.2019
- Organized activities and resources using a lesson plan to promote student engagement in learning.
- 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.
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
06-2021
Skills
- Tax Return Preparation
- Bilingual Communicator
- Adaptability
- Detail-Oriented
- Proficient in Microsoft Word, Excel, and PowerPoint
- Flexible with online/in person work
Certification
- VITA/TCE Advanced Certification – IRS | 2024
- VITA/TCE Basic Certification – IRS | 2025
- VITA/TCE Intake/Interview Certification – IRS | 2025
- VITA/TCE Site Coordinator Certification – IRS | 2025
- Level 3: Excel Purple Belt – McGraw Hill | 2025
- Level 1: Powerpoint White Belt – McGraw Hill | 2025
Languages
Spanish
Native or Bilingual
English
Native/ Bilingual
Education and Training
other,true,other
Timeline
Vita Secretary
IRS VITA Program
02.2025 - 04.2025
Vita Coordinator
IRS VITA Program
02.2025 - 04.2025
Tax Preparer
IRS VITA Program
02.2024 - 04.2024
Educator
Junior Achievement Program
11.2018 - 05.2019
High School Diploma -
High School Of Telecommunications Arts And Technology
- VITA/TCE Advanced Certification – IRS | 2024
- VITA/TCE Basic Certification – IRS | 2025
- VITA/TCE Intake/Interview Certification – IRS | 2025
- VITA/TCE Site Coordinator Certification – IRS | 2025
- Level 3: Excel Purple Belt – McGraw Hill | 2025
- Level 1: Powerpoint White Belt – McGraw Hill | 2025
Bachelor of Science -
Hunter College of The City University of New York
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