Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rebecca Inman

ANDERSON,South Carolina

Summary

Enthusiastic tax professional with 8 seasons of experience as a tax preparer, lead preparer, and office manager. Through empathy, empowerment, and education I have helped build a strong sense of client loyalty and referrals. I strive to personalize each and every clients experience to their unique situation and personality to maximize client satisfaction, company goals and sales. I am Looking to grow and earn Enrolled Agent status as well as become proficient in Bookkeeping to become a higher quality asset and thrive in this industry.

Overview

9
9
years of professional experience

Work History

Delivery Driver

Self-employeed
05.2023 - Current
  • Shop for and deliver food and packages to customer's doorstep and business offices.
  • Improved delivery accuracy and customer satisfaction by diligently checking orders before departure.
  • Maintained strong relationships with clients through proactive communication and personalized service.
  • Demonstrated exceptional time management skills in consistently meeting tight deadlines without compromising quality or safety.
  • Kept meticulous records of deliveries, mileage, and any other required documentation to ensure accurate accounting and taxes.
  • Read maps, followed oral, and written instructions and used GPS technology to make deliveries.

Tax Expert FS3

Intuit, Inc
01.2023 - Current
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
  • Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
  • Identified potential tax savings opportunities for clients by conducting thorough reviews of their financial records.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Assessed client tax situations to determine best filing options.
  • Offered clients recommendations to reduce tax liabilities.

Server

Cracker Barrell Old Country Store
10.2022 - 09.2024
  • Before leaving I had accomplished a 4 Star rating for Serving and 3 Stars for To-Go Specialist
  • Served food and beverages promptly with focused attention to customer needs.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
  • Kept up with fast-paced environments, ensuring timely delivery of orders during peak hours.
  • Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
  • Resolved customer complaints with calm, solution-focused approach, ensuring guest satisfaction.
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
  • Followed health and safety protocols crucial for maintaining exceptional safe and sanitary environments for customers and staff.
  • Processed to-go orders with complete tickets. I prepared, packed and double checked orders for freshness and accuracy.

Server

Eggs Up Grill
11.2016 - 09.2022
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
  • Cultivated warm relationships with regular customers.
  • Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
  • Quickly and clearly communicated dining orders to kitchen staff, directing attention to special requests or dietary restrictions.
  • Worked with POS system to place orders and manage bills.
  • Handled cash transactions accurately, contributing to balanced daily financial reports.
  • Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
  • Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.

Office Manager

Liberty Tax Service
12.2016 - 04.2022
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
  • Maintaining quality relationships with clients to ensure the highest accountability, empathy, and care so each client leaves confident in the services provided to them.
  • Maintained computer and physical filing systems.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Analyzed financial records to verify accuracy of tax returns.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Utilized tax software to prepare returns and meet deadlines.

Education

Associate of Science - Business Management

Tri-County Technical College
Pendleton, SC

Certification - Accounting

Tri-County Technical College
Pendleton, SC

Skills

  • Managing, leading, coaching, encouraging and empowering people
  • Organization skills
  • Financial statement review
  • Strong Interpersonal strengths
  • Exceptional Verbal/written communication
  • ServSafe Certified
  • 15 years in Food Service
  • 8 years as and Annual Filing Season Program participant
  • IRS Correspondence
  • Local, multi-state and federal returns
  • Tax-Related Research
  • Tax Law Compliance
  • Tax return preparation
  • Dispute resolution
  • Documentation skills
  • Tax software proficiency
  • Accounting principles

Timeline

Delivery Driver

Self-employeed
05.2023 - Current

Tax Expert FS3

Intuit, Inc
01.2023 - Current

Server

Cracker Barrell Old Country Store
10.2022 - 09.2024

Office Manager

Liberty Tax Service
12.2016 - 04.2022

Server

Eggs Up Grill
11.2016 - 09.2022

Certification - Accounting

Tri-County Technical College

Associate of Science - Business Management

Tri-County Technical College

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