Analytical professional with experience preparing tax returns and supporting tax compliance. Talented at consulting clients, researching tax issues and accurately preparing tax return documents. Mastery of tax preparation software packages and highly knowledgeable in tax laws and regulations.
Hi, I’m
Sharon Forrest
Leesburg,FL
Summary
Overview
28
years of professional experience
Work History
Intuit
Tax Associate
02.2024 - Current
Job overview
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Researched complex tax issues in order to provide accurate advice and guidance.
- Ensured compliance with applicable laws and regulations regarding taxation matters.
- Advised clients on strategies for minimizing their tax liability within legal parameters.
- Provided technical assistance to other professionals in the organization as needed.
- Collaborated with colleagues across the organization on special projects relating to taxation matters.
- Attended continuing education courses related to taxation topics.
- Responded promptly to inquiries from both internal and external customers regarding taxation issues.
- Conducted research into new legislation or rulings that could affect a client's taxes.
- Resolved customer complaints related to their tax filings in an efficient manner.
- Prepared tax return documents for clients.
- Met with clients to gather information and discuss line item tax return components.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Computed taxes owed or overpaid for clients.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Simply FinancialPoughkeepsie, New York
Tax Preparer
09.1996 - Current
Job overview
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
Education
Dutchess Community CollegePoughkeepsie, NY
Associate of Science from BAT
06-2003
University Overview
Skills
- Tax law expertise
- Estate closings assistance
- Tax advising
- Word Processing
- Data Entry
- Ability to learn new software
- Ability to teach others how to navigate through software
- Clear speaking voice
- Writing skills
- Proof reading
- Calculating
- Ability to help people take pictures and upload in the software
Timeline
Tax Associate
Intuit
02.2024 - Current
Tax Preparer
Simply Financial
09.1996 - Current
Dutchess Community College
Associate of Science from BAT
Work Preference
Work Type
Full TimePart TimeContract WorkLocation Preference
RemoteImportant To Me
Work-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchSimilar Profiles
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