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
13
13
years of professional experience
Work History
Tax Preparer
Bosslady Taxes
01.2020 - Current
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.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Offered clients recommendations to reduce tax liabilities.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Interviewed [Type] clients to collect information and gather necessary paperwork prior to preparing tax returns.
Warehouse Packer
Fanatics
05.2019 - 01.2020
Created shipping labels to complete daily order processing.
Packed, weighed and shipped items per customer specifications.
Organized items on racks, shelves and bins to maintain established order.
Reviewed orders to verify products met specifications.
Loaded merchandise into specific packages suited for product dimensions.
Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
Packed and loaded boxes into vehicles using care to prevent damage.
Customer Service Representative
ERC
03.2017 - 02.2018
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Answered customer telephone calls promptly to avoid on-hold wait times.
Answered constant flow of customer calls with minimal wait times.
Offered advice and assistance to customers, paying attention to special needs or wants.
Server
Dennys Corp
01.2010 - 02.2015
Cultivated warm relationships with regular customers.
Worked with POS system to place orders, manage bills and handle complimentary items.
Explained menu items and suggested appropriate options for food allergy concerns.
Bussed and reset tables to keep dining room and work areas clean.
Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
Kept register accurate through correct billing, payment processing and cash management practices.
Teacher
Thomas Family Daycre
04.2006 - 01.2010
Worked cooperatively with other teachers, administrators and parents to help students reach learning objectives.
Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
Kept students on-task with proactive behavior modification and positive reinforcement strategies.
Incorporated multiple types of teaching strategies into classroom.