Detail-oriented Tax Preparer with four 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.
Overview
6
6
years of professional experience
Work History
Tax Associate
Freedom Tax And Financial Services LLC
04.2020 - Current
Enhanced client tax savings by identifying and implementing effective tax strategies.
Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
Assisted in audit defense, resulting in favorable outcomes for clients.
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
Sales Agent
Primerica
08.2019 - 03.2020
Present and sell insurance policies to new and existing clients
Develop and calculate suitable plans based on clients' needs
Resolve client inquiries and complain
Expand business reach through networking techniques.
Cashier, customer service clerk
Publix
11.2017 - 11.2019
Provide premier services, including greeting customer and answering their questions
Handles cash and other forms of tender accurately
Maintain a neat and clean register area
Performs daily bookkeeping procedures such as balancing and reconciling cash drawers
Coordinates operations on the front-end to make ensure premier service for our customers.
Education
Bachelor of Business Administration in Accounting -
Florida Atlantic University
Boca Raton, FL
12.2025
Skills
Tax Controversy Resolution
Time Management
State and Local Taxation
GAAP Knowledge
Sales and Use Taxation
Critical Thinking
Financial Reporting
Coursework
Accounting I & II
Managerial Accounting I
Business Computer Applications I & II
Financial Accounting I
Languages
French
Professional Working
Spanish
Professional Working
Timeline
Tax Associate
Freedom Tax And Financial Services LLC
04.2020 - Current
Sales Agent
Primerica
08.2019 - 03.2020
Cashier, customer service clerk
Publix
11.2017 - 11.2019
Bachelor of Business Administration in Accounting -
Florida Atlantic University
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