Summary
Overview
Work History
Education
Skills
Timeline
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Rikiya Gumbaytay

Jonesboro,GA

Summary

Accomplished Tax Preparer and HR & Quality Assurance Director with a proven track record at ProTax Solutions and Diagnostic Behavioral Health CTC. Expert in IRS communication and fostering positive work environments, I significantly enhanced client satisfaction and compliance. Skilled in tax advising and implementing effective HR policies, I drive results and efficiency.

Overview

17
17
years of professional experience

Work History

Tax Preparer (Seasonal)

ProTax Solutions
Morrow, GA
01.2012 - Current
  • Maintains an active PTIN and EFIN
  • Completed individual and small business tax and bookkeeping services
  • Identified client needs and offered individualized solutions for diverse tax concerns and delivered individualized service to build and maintain a loyal client base in a competitive financial services marketplace
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
  • Maintained accurate records of all client transactions and filings.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Business Developer

American Business Incentives
Atlanta, GA
01.2008 - Current
  • Conducted marketing and growth initiatives, increasing profitability/expanding client base
  • Managed documentation for clients receiving provider agency licensing
  • Developed marketing materials and communications for EBS and clientele
  • Provided human resources and administrative support
  • Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
  • Created effective marketing, sales and other promotional initiatives.
  • Developed innovative promotional campaigns that increased brand awareness among target audiences.
  • Identified customer needs by asking questions and advising on best solutions.
  • Attended conferences and trade shows representing the company's interests in an effort to cultivate relationships with potential partners.
  • Maintained meticulous client notes in Salesforce system.
  • Greeted and assisted customers to foster positive experiences.
  • Operated register, handled cash and processed credit card transactions.
  • Drafted proposals outlining value propositions and cost savings associated with different solutions.
  • Oversaw staff by delegating work and reviewing individual performance.
  • Reduced process lags by training employees on best practices and protocols.
  • Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
  • Advised senior management on matters related to growth opportunities and risk mitigation strategies.
  • Set up and negotiated contracts with customers and closed deals.
  • Produced sales documents, finalized deals and filed records.
  • Identified potential partnerships that could expand the reach of our business offerings.
  • Partnered with external vendors and suppliers to secure resources necessary for project success.
  • Listened to customer needs to identify and recommend best products and services.
  • Developed and implemented strategic business plans to identify new markets, increase sales and maximize profits.
  • Conducted market research to identify selling possibilities and evaluate customer needs.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Analyzed financial data such as balance sheets, income statements, budgets. to make informed decisions about investments or other business initiatives.
  • Collaborated with cross-functional teams including design, engineering, finance, operations and marketing to launch new products and services successfully.
  • Recruited, hired and trained new hires to optimize profitability.
  • Managed a team of sales representatives in order to meet monthly goals and objectives.
  • Compiled and submitted monthly and yearly reports.
  • Used well-developed public speaking skills to pitch business development ideas to company executives and present information to prospective customers.

Education

Ph.D. - Christian Counseling

Mount Carmel Theological Seminary
Fresno, CA
01.2017

Master of Theology - Theology

Mount Carmel Theological Seminary
Fresno, CA
01.2016

BS - Psychology & Sociology

Georgia State University
Atlanta, GA
05-2011

Skills

  • Trust returns processing
  • IRS communication
  • Tax-related research
  • Tax advising
  • Benefits documentation
  • Documentation filing

Timeline

Tax Preparer (Seasonal)

ProTax Solutions
01.2012 - Current

Business Developer

American Business Incentives
01.2008 - Current

Ph.D. - Christian Counseling

Mount Carmel Theological Seminary

Master of Theology - Theology

Mount Carmel Theological Seminary

BS - Psychology & Sociology

Georgia State University

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