Rose Marcelin
Coral Springs,FL
Summary
Detail-oriented Tax Preparer with 13 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
12
12
years of professional experience
Work History
Tax Preparer Specialist
Legacy Tax And Multi-Services, LLC
01.2020 - 04.2022
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Analyzed financial records to verify accuracy of tax returns.
- Offered clients recommendations to reduce tax liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Researched complex tax issues utilizing online resources and professional tax software.
Transaction Coordinator
Movement Mortgage
06.2015 - 08.2020
- Evaluated and negotiated contracts to procure favorable financial terms.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Established and checked coding procedures, monitored reports and updated internal files.
Tax Associate
J & R TAX AND ASSOCIATES, INC.
01.2011 - 08.2015
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Calculated estimated tax payments for clients.
- Developed spreadsheet models to accurately track tax information.
- Prepared US, multistate, and international tax returns for business clients.
Tax Professional
Deglace And Associates Dba Protax
01.2010 - 12.2010
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Education
BBA - Business Administration And Management
Barry University
Miami, FL03.2015
Associate of Arts - Liberal Arts And General Studies
Broward College
Fort Lauderdale, FL06.1998
Skills
- Tax Accounting
- Local, State and Federal Tax Returns
- Year-End Tax Provision Proficiency
- Tax Audit Procedures
- Financial Management
- Tax Liability Management
- Administrative Support
- Multi-State Tax Filing
- IRS Correspondence
- Electronic Filing Software
- Tax Compliance
- Mathematical Calculations
Languages
Creole
Native or Bilingual
Timeline
Tax Preparer Specialist
Legacy Tax And Multi-Services, LLC
01.2020 - 04.2022
Transaction Coordinator
Movement Mortgage
06.2015 - 08.2020
Tax Associate
J & R TAX AND ASSOCIATES, INC.
01.2011 - 08.2015
Tax Professional
Deglace And Associates Dba Protax
01.2010 - 12.2010
BBA - Business Administration And Management
Barry University
Associate of Arts - Liberal Arts And General Studies
Broward College
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