Hi, I’m
Stacey Torres
Winston-Salem
Summary
Successful tax professional focused on performance, customer service and compliance. Offering over [Number] years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.
Overview
14
years of professional experience
1
Certification
Work History
Liberty Tax
Certified Tax Preparer
09.2023 - Current
Job overview
- Managed high volume workload during peak filing season while maintaining exceptional attention to detail and customer satisfaction levels.
- Maximized client tax savings by identifying and applying appropriate deductions and credits.
- Collaborated with accounting team members to ensure seamless integration of financial data into the tax preparation process.
- Assisted small business owners with quarterly estimated tax calculations, promoting compliance with IRS payment schedules.
- Kept abreast of changing tax regulations, ensuring accurate application of current laws to client tax returns.
Jackson Hewitt
Certified Tax Preparer
12.2018 - 04.2022
Job overview
- Assisted small business owners with quarterly estimated tax calculations, promoting compliance with IRS payment schedules.
- Developed a reputation for exceptional client service, leading to an increased number of referrals and repeat business.
- Assisted clients with navigating the impact of major life events on their taxes, including marriage, divorce, and retirement planning.
- Mentored junior staff members in the complexities of federal and state income taxation rules, fostering professional growth within the team environment.
Gables Assisted Living
Medication Manager and House Monitor
02.2013 - 11.2018
Job overview
- Meticulously documented all aspects of medication administration, ensuring accurate medical records for effective communication among healthcare providers.
- Facilitated open lines of communication between patients, families, and healthcare providers to address any concerns or questions related to medications effectively.
- Collaborated with healthcare team members to develop individualized care plans addressing medication needs.
- Provided compassionate care while managing patients'' medication regimens, resulting in improved health outcomes.
- Assisted in the development of policies and procedures related to medication management, promoting a culture of safety within the facility.
- Prioritized time-sensitive tasks such as administering critical medications or responding to emergencies, ensuring optimal patient care at all times.
Maple Rest Home
House Monitor
07.2011 - 03.2013
Job overview
- Managed daily schedules, organized events, and coordinated transportation for residents to ensure smooth operations within the facility.
- Coordinated closely with counselors or case managers to design individualized service plans tailored specifically around each resident''s unique needs.
- Enhanced resident safety by conducting regular room checks and monitoring common areas.
- Ensured compliance with federal, state, and local regulations by staying up-to-date on industry standards and best practices.
- Played an active role in helping new residents transition smoothly into our community by providing support during difficult adjustment periods.
Education
Wilson Technological CenterDix Hills, NY
Certification from Medical Billing And Coding And Office Assistant
06-2009
Skills
- Income tax preparation
- Client communication
- Tax software mastery
- Payroll processing
- Individual taxation
- State tax regulations
- Financial statement analysis
- Sales tax compliance
Certification
Medical billing and Coding
Office Assistant
Timeline
Certified Tax Preparer
Liberty Tax
09.2023 - Current
Certified Tax Preparer
Jackson Hewitt
12.2018 - 04.2022
Medication Manager and House Monitor
Gables Assisted Living
02.2013 - 11.2018
House Monitor
Maple Rest Home
07.2011 - 03.2013
Wilson Technological Center
Certification from Medical Billing And Coding And Office Assistant
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