Regina Cameron
Phoenix,OR
Summary
Proficient tax preparer skilled in tax regulations and collaborative teamwork. Strong attention to detail and problem-solving abilities contribute to successful tax compliance and client satisfaction.
Overview
11
11
years of professional experience
Work History
Tax Preparer
Magnit
Phoenix, Oregon
01.2026 - 04.2026
- Prepared individual and business tax returns, ensuring accuracy and compliance with tax regulations.
- Communicated with clients to collect and verify documentation for efficient tax preparation.
- Addressed customer inquiries regarding tax filings and provided guidance on tax-related issues.
Tax Preparer
Wilson HCG
Bozeman, Montana
02.2025 - 10.2025
- Prepared individual and business tax returns utilizing tax preparation software.
- Assisted clients in comprehending tax regulations and filing requirements.
- Communicated with clients to gather essential documentation for tax preparation.
- Collaborated with team members to ensure timely completion of all tax filings.
Accounting Assistant
DeGray Tax & Bookkeeping
Mount Shasta, California
11.2022 - 01.2024
- Managed accounts payable and receivable using accounting software to support financial operations.
- Processed client invoices and maintained precise financial records to ensure timely payments.
- Conducted bank reconciliations to confirm account balances and identify discrepancies.
- Assisted in preparing tax returns and ensuring compliance with regulations.
- Maintained confidentiality of sensitive financial information at all times.
Assistant Manager
Dan Moore Tax & Financial Services
Napa, California
01.2015 - 04.2019
- Coordinated financial planning sessions with clients and advisors.
- Managed scheduling for client appointments and team meetings.
- Facilitated effective communication between clients and financial consultants, ensuring clarity and understanding.
- Managed customer service inquiries and complaints, resolving issues promptly to maintain client satisfaction.
- Maintained up-to-date knowledge of company products and services.
- Collaborated with management on developing strategic plans for achieving business goals.
- Developed client information systems that enhanced data accessibility for team members and clients.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Assisted clients with tax preparation and filing processes.
Education
Some College (No Degree) - Business Administration & Management & NonProfit
The University of Montana
Missoula, MTSkills
- Tax preparation
- Tax compliance
- Tax software proficiency
- QuickBooks proficiency
- Virtual tax interviews
- Document validation
- Financial reporting
- Research/due diligence
- Attention to detail
- Client relationship management
- Effective communication
- Problem solving
- Team collaboration
- Tax preparation
- Time management
- Regulatory knowledge
- Conflict resolution
Timeline
Tax Preparer
Magnit
01.2026 - 04.2026
Tax Preparer
Wilson HCG
02.2025 - 10.2025
Accounting Assistant
DeGray Tax & Bookkeeping
11.2022 - 01.2024
Assistant Manager
Dan Moore Tax & Financial Services
01.2015 - 04.2019
Some College (No Degree) - Business Administration & Management & NonProfit
The University of Montana