Sayaka Jacobin
Old Fort,NC
Summary
Deadline-oriented Tax Professional with expertise in evaluating customer requirements, devising strategic plans, and efficiently completing returns to optimize deductions and reduce liabilities. Seeking a position with a tax preparation services organization. Proficient in handling 1040 and 1041 returns, bringing a personable approach and thoroughness. Backed by 5 years of industry expertise.
Overview
5
5
years of professional experience
Work History
Tax Professional
Modera Wealth Management
08.2022 - 09.2024
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Tax Associate
H&R Block
01.2022 - 04.2022
- Prepared over 200 individual tax return
- Provided customer oriented services by closely listening the clients' stories and provided maximized tax refund
- Conducted research and compiled backup documentation
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Janitor
Redefine Facility Cleaning
08.2021 - 12.2021
Tax Associate
H&R Block
01.2021 - 04.2021
- Prepared tax return documents for clients
- Assessed various angles of tax situations to maximize tax benefit
- Conducted research and compiled backup documentation
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities
- Provided customer oriented services by listening the client's story and maximize their refunds.
Janitor
Redefine Facility Cleaning
08.2020 - 12.2020
Tax Associate
H&R Block
01.2020 - 04.2020
- Deliver exceptional service to clients by conducting interviews to obtain additional information on taxable income, deductible expenses, and allowances
- Keep client taxes to minimum by making appropriate adjustments, deductions, and credits
- Key Accomplishments: Recognized for successfully filing 50+ simple individual tax returns
- Commended by management for attaining three satisfied customer surveys
- Learnt about credit, interest/dividend incomes, capital gains, and retirement contribution and distribution.
Janitor
Redefine Facility Cleaning
07.2019 - 12.2019
Waitress
Fujiyama Japanese Steak House
01.2010 - 01.2012
Education
Bachelor of Science in Technical Management, Accounting - Accounting
DeVry University
Downers Grove, IL01.2016
Associate's Degree in Medical/Clinical -
Mountain State University
Beckley, WV01.2010
Skills
- Local, state, and federal tax returns
- Estate and Gift Taxation
- Tax Credits and Incentive
- Tax Compliance Expertise
- Tax Software Proficiency
- Tax Provision Calculation
- Tax-related research
Languages
Japanese
Native or Bilingual
Timeline
Tax Professional
Modera Wealth Management
08.2022 - 09.2024
Tax Associate
H&R Block
01.2022 - 04.2022
Janitor
Redefine Facility Cleaning
08.2021 - 12.2021
Tax Associate
H&R Block
01.2021 - 04.2021
Janitor
Redefine Facility Cleaning
08.2020 - 12.2020
Tax Associate
H&R Block
01.2020 - 04.2020
Janitor
Redefine Facility Cleaning
07.2019 - 12.2019
Waitress
Fujiyama Japanese Steak House
01.2010 - 01.2012
Associate's Degree in Medical/Clinical -
Mountain State University
Bachelor of Science in Technical Management, Accounting - Accounting
DeVry University
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