Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Steve Harris

Phoenix, AZ,AZ

Summary

  • Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Tax professional with extensive expertise in tax regulations and compliance. Proven track record of optimizing tax strategies and ensuring accurate filings. Strong team collaborator, adaptable to changing needs, dependable, and focused on delivering results. Skilled in tax software and regulatory research.

Overview

20
20
years of professional experience
1
1
year of post-secondary education

Work History

Tax Associate, Verified Tax Pro

Intuit
01.2024 - Current
  • Prepared and reviewed individual and business tax returns ensuring compliance with local, state, and federal regulations.
  • Assisted clients with tax-related inquiries, providing clear explanations of tax obligations and available deductions.
  • Utilized tax preparation software to analyze financial data and generate accurate reports for client presentations.
  • Participated in training sessions to improve technical skills and stay informed about emerging taxation issues and practices.
  • Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Utilized tax software to prepare returns and meet deadlines.
  • Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
  • Completed and filed returns with tax departments at local, state, and federal levels.

Certified Notary Signing Agent

Harris Mobile Notary and Tax Prep
01.2014 - 11.2023
  • Facilitated timely and accurate document signings for mortgage and real estate transactions.
  • Ensured compliance with state regulations and notary standards during signing appointments.
  • Collaborated with clients to clarify signing instructions and resolve discrepancies.
  • Managed scheduling of appointments to optimize workflow and minimize delays.
  • Reviewed legal documents for completeness, accuracy, and compliance before notarization.
  • Maintained detailed records of all notarizations performed for audit purposes and client reference.
  • Ensured accuracy of all notarized documents by diligently reviewing each page before applying the notary seal.
  • Verified signer identity using various forms of identification such as passports or driver''s licenses before proceeding with any transaction; this ensured compliance with state laws while protecting clients from potential fraud.
  • Reduced errors in notarizations by implementing a meticulous review process before affixing seals and stamps to documents.
  • Conducted loan signings for mortgage refinancing, providing an efficient service that contributed to overall client satisfaction.
  • Provided mobile notary services when necessary, offering convenience for clients unable to visit the office location.
  • Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
  • Administered oath to document signers to obtain affirmation of truth.
  • Checked documents and identifying credentials for all parties.
  • Set up and managed appointments for client notary services.
  • Looked for signs of fraud or coercion and refused notarization.
  • Proofread and edited documents for accuracy and grammar.
  • Managed day-to-day business operations.

Executive Producer

Sir Lantz Entertainment
02.2008 - 03.2012
  • Developed and executed production schedules to ensure timely project completion.
  • Coordinated logistics between departments to streamline communication and workflow.
  • Collaborated with creative teams to align project vision with production capabilities.
  • Managed budgets and resource allocation for various projects, ensuring cost efficiency.
  • Supervised talent acquisition and casting processes to enhance production quality.
  • Spearheaded creative development for projects, leading brainstorming sessions and guiding the team in conceptualization efforts.
  • Reviewed finished product to determine quality and readiness for release.
  • Negotiated contracts with vendors and talent, securing favorable terms that contributed to the overall success of productions.
  • Supervised production team of (15) workers to identify problems and provide effective solutions to maintain team productivity.
  • Championed diversity in hiring practices both behind-the-scenes and on-screen, promoting a more inclusive and representative industry.
  • Secured funding for new projects by cultivating relationships with investors and presenting compelling pitches.
  • Selected artists, directors and crew members to work on films, television shows and albums.
  • Presented production ideas and determined creative scenarios for production and delivery.
  • Coordinated with vendors to obtain supplies needed for shoots at best value for money.
  • Remained highly composed and calm in very fast-paced, stressful and constantly changing environments to provide optimal leadership and achieve desired results.
  • Remained composed and highly professional in fast-paced and constantly changing environment, effectively handling challenging situations and difficult individuals to achieve objectives.
  • Booked guests for on-air interviews and assigned stories to reporters to manage coverage and schedule needs.

Education

MBA - Business Administration And Management

Southern New Hampshire University
Manchester, NH
06.2025 - Current

BBA - Business Administration And Management

Southern New Hampshire University
Manchester, NH
08.2024 - 06.2025

Skills

  • Tax compliance
  • Tax credits and incentives
  • Tax research
  • Tax software proficiency
  • GAAP
  • Organization skills
  • Local, state, and federal tax returns
  • Verbal/written communication
  • Tax return preparation
  • Individual returns preparation
  • Problem-solving
  • Individual tax returns

Accomplishments

2017 Hollywood Black Film festival Finalist for Screenplay titled "Deliver the Word" By Chris Harmon and Steve Harris


2024 became a member of "The National Society of Leadership and Success"

Timeline

MBA - Business Administration And Management

Southern New Hampshire University
06.2025 - Current

BBA - Business Administration And Management

Southern New Hampshire University
08.2024 - 06.2025

Tax Associate, Verified Tax Pro

Intuit
01.2024 - Current

Certified Notary Signing Agent

Harris Mobile Notary and Tax Prep
01.2014 - 11.2023

Executive Producer

Sir Lantz Entertainment
02.2008 - 03.2012

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Steve Harris