Samar Caldwell
Newark,NJ
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
21
21
years of professional experience
Work History
Tax Associate
TurboTax
02.2024 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Professional Tax Preparer, Owner
JC Square Solution
01.2024 - Current
- Implemented efficient record-keeping systems that improved accuracy and accessibility of clients'' financial information during the tax preparation process.
- Kept clients informed about potential changes in legislation or regulations affecting their taxes including new allowable deductions or credits.
- Provided year-round support on tax planning and strategy to help clients optimize their financial decisions.
- Maximized client refunds with diligent identification of applicable deductions and credits.
Professional Tax Preparer
H&r Block
01.2003 - 05.2023
- Streamlined the tax filing process for clients by utilizing advanced tax software and ensuring accurate data entry.
- Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
- Ensured error-free calculations by conducting rigorous reviews before submitting completed forms.
Education
Associate of Science - Business Administration And Management
Alabama A & M University
Normal, ALSkills
- Tax Compliance
- Nonprofit Taxation
- Transfer Pricing
- Tax Planning
Timeline
Tax Associate
TurboTax
02.2024 - Current
Professional Tax Preparer, Owner
JC Square Solution
01.2024 - Current
Professional Tax Preparer
H&r Block
01.2003 - 05.2023
Associate of Science - Business Administration And Management
Alabama A & M University
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