Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
SIMON MORALES

SIMON MORALES

PORTERVILLE,CA.

Summary

Highly skilled income tax preparer with demonstrated knowledge of tax preparation and auditing, tax returns submissions electronically .

Certified in income tax services and successful in consistently applying standards. Quality-driven professional meticulous about completing accurate work. Detail-oriented Tax Preparer with 25 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. High-performing e-filling proficient at preparing complete and accurate tax returns.

Overview

23
23
years of professional experience

Work History

Senior Tax Specialist

Self Employed Services
01.2000 - Current
  • Prepared tax returns for clients in various industries, extensions, tax planning calculations.
  • Classified assets correctly to properly account for depreciation on routine filings
  • Handled business clients' requirements in special areas such as franchise taxation and federal taxes
  • Responded promptly to official tax notices requiring clarifications and additional submissions.

OFFICE HOST

Self Employed
01.2000 - Current
  • Answered customer income tax questions, scheduling appointments. open hours
  • Supported Jr. tax prepares with legal question

and tax preparation,

  • food runners, and bussers with keeping dining area ready for every guest.
  • Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
  • Took reservations by phone and walk-in, keeping scheduling demands, and kitchen output in time to avoid overbooking.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Assisted managers with quickly resolving service- and food-related issues.
  • Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
  • Cultivated positive guest relations by managing information and orchestrating speedy seating.
  • Provided adequate supply of place settings for tables and miscellaneous supplies for work stations to last throughout assigned shift.
  • Completed daily side work and opening and closing duties without fail.
  • Answered phone calls to take orders, give information and document reservations.
  • Minimized customer service complaints by expertly managing customer expectations during busy periods.
  • Promoted business loyalty by fostering positive customer relationships.
  • Advised customers about special offerings and menu items to help drive sales.
  • Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
  • Monitored seating area and checked restrooms regularly to keep spotless.

Education

Certificate - Federal And California Tax Law

California Tax Education Council
Sacramento, CA
11.2022

Associate of Arts -

Porterville College
Porterville, CA US.
06.1975

High School Diploma -

Porterville High School
Porterville, CA
06.1972

Skills

  • Verbal Communications
  • Tax Audit Procedures
  • Electronic Filing Software
  • Virtual Tax Interviews

Languages

Spanish
Native or Bilingual

Timeline

Senior Tax Specialist

Self Employed Services
01.2000 - Current

OFFICE HOST

Self Employed
01.2000 - Current

Certificate - Federal And California Tax Law

California Tax Education Council

Associate of Arts -

Porterville College

High School Diploma -

Porterville High School
SIMON MORALES