Dynamic Tax Preparer at Jackson Hewitt Tax Svc, recognized for enhancing client satisfaction through meticulous tax return preparation and exceptional relationship building. Leveraged strong organizational skills to reduce errors and optimize tax savings for clients, fostering trust and loyalty while navigating complex tax law compliance.
Overview
38
38
years of professional experience
Work History
Tax Preparer
Jackson Hewitt Tax Svc
11.2024 - Current
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Analyzed financial records to verify accuracy of tax returns.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Increased client satisfaction by providing accurate and timely tax preparation services.
Assisted clients with navigating the impact of major life events on their taxes, including marriage, divorce, and retirement planning.
Collaborated with accounting team members to ensure seamless integration of financial data into the tax preparation process.
Developed a reputation for exceptional client service, leading to an increased number of referrals and repeat business.
Implemented strategies for self-employed clients to optimize tax savings and minimize liabilities.
Reduced errors in client tax returns through meticulous review and verification of financial data.
Educated clients on best practices for record-keeping, minimizing future audit risks and maximizing potential deductions.
Assessed client tax situations to determine best filing options.
Air Import Agent
Tampa Cargo Airlines, International Airport
06.2006 - 03.2008
Conducted regular audits of internal processes to maintain compliance with industry regulations and company policies.
Enhanced operational efficiency by proactively identifying potential bottlenecks and implementing appropriate solutions.
Maintained comprehensive knowledge of international trade regulations to ensure full compliance for all import transactions.
Calculated duty and taxes accurately for each import shipment, avoiding discrepancies and potential fines from regulatory authorities.
Prepared detailed reports on air import activities for management review, identifying areas of improvement and potential growth opportunities.
Managed high-volume airfreight consolidations, optimizing space utilization and reducing overall costs.
Coordinated with overseas partners for seamless handling of air import shipments and prompt delivery to clients.
Collaborated with team members to develop efficient operational strategies, enhancing client satisfaction rates.
Tracked shipment progress diligently, updating clients on any changes or potential delays in a timely manner.
Reduced shipment delays with effective communication between carriers, clients, and customs brokers.
Secretary to the Mayor
City Hall Torres County
09.2000 - 12.2001
Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
Answered multi-line phone system and enthusiastically greeted callers.
Maintained daily report documents, memos and invoices.
Scheduled appointments and conducted follow-up calls to clients.
Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
Coordinated travel arrangements for senior staff, ensuring smooth business trips with minimal disruptions.
Managed incoming and outgoing correspondence, maintaining confidentiality and timeliness.
Developed and maintained comprehensive database for tracking project deadlines, improving team productivity.
Supported project management activities, contributing to timely completion of key initiatives.
Prefect
Government Sate Lara
04.1996 - 10.2000
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Demonstrated respect, friendliness and willingness to help wherever needed.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Passionate about learning and committed to continual improvement.
Worked flexible hours across night, weekend, and holiday shifts.
Paid attention to detail while completing assignments.
Used critical thinking to break down problems, evaluate solutions and make decisions.
History Professor
Fermin Toro University
01.1998 - 07.2000
Enhanced student understanding of historical events by incorporating primary sources and multimedia materials into lectures.
Promoted a culture of critical thinking within the classroom by encouraging respectful debate amongst students about historical interpretations.
Maintained an active research agenda by investigating new developments within the historian''s area of specialization.
Provided constructive feedback on student writing assignments, helping them develop strong analytical skills and clear communication techniques.
Evaluated student progress using both formative and summative assessments to provide targeted feedback for continuous improvement.
Professor Internal Affairs
Police Department
02.1996 - 04.1997
Enhanced student understanding by designing interactive and engaging lectures.
Demonstrated strong interpersonal and communication skills, resulting in clear subject matter discussion with students.
Created dynamic learning environment that valued instructor and student interaction.
Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation.
Ensured curriculum alignment with academic standards through regular course review and updates.
Increased course relevance by incorporating real-world examples and case studies into lesson plans.
Provided students with constructive, encouraging and corrective feedback.
Used different learning modes and types of technology to engage students in achieving learning outcomes.
Legal Associate
Law Firm of Fonseca & Associates
06.1993 - 12.1996
Conducted comprehensive due diligence investigations for corporate transactions, mitigating risks for clients.
Analyzed complex legal issues using critical thinking skills, leading to innovative solutions for client challenges.
Developed strong working relationships with clients, resulting in repeat business and referrals.
Assisted senior attorneys in preparing for trial, contributing to successful outcomes in numerous cases.
Increased client satisfaction by providing timely and accurate legal research on various topics.
Improved client communication by developing clear and concise status reports on ongoing legal matters.
Developed compliance best practices for company.
Reviewed contracts thoroughly to identify potential areas of risk or non-compliance before execution by clients.
Reduced case resolution time with efficient document drafting, review, and negotiation.
Mentored junior associates within the firm, fostering professional growth through guidance on best practices and industry standards.
Monitored state and federal regulations to keep company up to date with changing laws.
Maintained updated knowledge of relevant legislation changes affecting client industries through continuous learning and attending professional seminars.
Enhanced team productivity by conducting training sessions on legal research techniques and tools.
Analyzed legal documents and identified pertinent issues for clients.
Researched and wrote contracts, agreements and proposals.
Lawyer Police State Lara
Goverment Of State Lara
01.1996 - 04.1996
Prepared and reviewed contracts and other legal documents following applicable regulations.
Analyzed and applied legal principles and performed legal research to support litigation strategy.
Advised clients on variety of legal matters, including corporate governance, intellectual property, labor law and taxation.
Built lasting relationships with clients by demonstrating integrity, dedication, and a genuine commitment to their success.
Used knowledge of legal precedents to analyze probable outcome of cases.
Achieved favorable case outcomes by meticulously researching legal precedents and preparing persuasive arguments.
Studied Constitution, statutes and ordinances of quasi-judicial bodies to determine ramifications for cases.
Negotiated settlements and mediated disputes between parties finding mutually beneficial solutions.
Court Clerk
Public Defender Judicial Power Prisoned
05.1987 - 10.1988
Provided assistance to attorneys and the office.
Maintained office dockets and updated disposition of cases after court hearings and trials.
Increased office efficiency by processing legal documents and maintaining accurate case records.
Managed confidential information securely, upholding the integrity of the system.
Maintained organized filing systems for easy retrieval of case files and supporting documentation.
Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
Prepared court documents for filing in alignment with established protocols to support compliance.
Answered telephone calls, took messages and transferred calls to appropriate colleagues.
Assisted court in scheduling hearings, meetings and other events to support seamless operations.
Education
No Degree - Transportation Training Center
Hawkeye Community College
Waterloo, IA
No Degree - Taxation
Jackson Hewitt
Orlando Fl
12-2024
J.D. - Law
University Santa Maria
Caracas, Venezuela
07-1993
Skills
Organization skills
Document preparation
Income tax preparation
Local, state, and federal tax returns
Relationship building
Tax return preparation
Client communication
Data inputting
Data gathering
Tax law compliance
Verbal/written communication
Tax law knowledge
Tax compliance
Individual taxation
Information processing
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Tax Preparer
Jackson Hewitt Tax Svc
11.2024 - Current
Air Import Agent
Tampa Cargo Airlines, International Airport
06.2006 - 03.2008
Secretary to the Mayor
City Hall Torres County
09.2000 - 12.2001
History Professor
Fermin Toro University
01.1998 - 07.2000
Prefect
Government Sate Lara
04.1996 - 10.2000
Professor Internal Affairs
Police Department
02.1996 - 04.1997
Lawyer Police State Lara
Goverment Of State Lara
01.1996 - 04.1996
Legal Associate
Law Firm of Fonseca & Associates
06.1993 - 12.1996
Court Clerk
Public Defender Judicial Power Prisoned
05.1987 - 10.1988
No Degree - Transportation Training Center
Hawkeye Community College
No Degree - Taxation
Jackson Hewitt
J.D. - Law
University Santa Maria
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