Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sonyi Vasquez

Bronx,NY

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2
2
years of professional experience
2
2
years of post-secondary education
1
1
Language

Work History

Tax Preparer

Wise Up Tax Service
11.2022 - 4 2024
  • Conducted client interviews to gather necessary tax-related information.
  • Provided exceptional customer service and resolved any client inquiries.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients
  • Analyzed financial records to verify accuracy of tax returns
  • Prepared tax returns for over 100 clients in various industries according to government regulations and requirements
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation

Generalist Supervisor

MedRite Urgent Care
05.2023 - 02.2024
  • Supported employee growth by providing constructive feedback during performance evaluations.
  • Trained new team members effectively, increasing overall team efficiency.
  • Coordinated schedules, set appointments, and prepared related materials.
  • Developed strong guest relationships through attentive listening and prompt resolution of concerns.
  • Resolved guest complaints with tact and diplomacy, maintaining a positive image of the organization.
  • Implemented an organized filing system for important documents, streamlining record-keeping practices at the front desk.

Receptionist / Office Manager

Mr. Grey Tax
10.2021 - 03.2022
  • Prepared and reviewed tax returns for individuals and small businesses
  • Conducted tax research to stay updated with changing tax laws and regulations
  • Assisted clients with tax planning and provided recommendations to minimize tax liabilities
  • Collaborated with management to improve internal processes and procedures for better workflow optimization
  • Provided clerical support to company employees by copying, faxing, and filing documents
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors

Education

Certification - Business Administration

TCI COLLEGE
New York, NY
01.2004 - 01.2006

Skills

    Tax Return Preparation

    Local, state, and federal tax returns

    Data Entry

    Scheduling

    Critical Thinking

    Problem-solving abilities

    Organizational Skills

    Customer Service

    Multitasking

    Computer Skills (Microsoft)

    Written/Verbal Communication

    Bilingual in Spanish

References

  • References Available upon request

Timeline

Generalist Supervisor

MedRite Urgent Care
05.2023 - 02.2024

Tax Preparer

Wise Up Tax Service
11.2022 - 4 2024

Receptionist / Office Manager

Mr. Grey Tax
10.2021 - 03.2022

Certification - Business Administration

TCI COLLEGE
01.2004 - 01.2006

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Sonyi Vasquez