Susan J McNamara

• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Scrutinized clients' tax submissions to ascertain opportunities for additional tax benefits.
• Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
• Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
• Maintained compliance by adhering to current tax laws and regulations.
• Prepared tax returns for clients in various industries according to government regulations and requirements.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Offered clients recommendations to reduce tax liabilities.
• Utilized tax software to prepare returns and meet deadlines.
• Collaborated with clients to answer questions and provide advice on tax matters.
• Calculated estimated tax payments for clients.
• Researched tax implications for various deductions and credits.
• Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
• Analyzed financial documents to accurately reflect client information on tax returns.
• Assessed client tax situations to determine best filing options.
• Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.

• Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
• Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
• Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
• Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
• Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
• Responded to inquiries from IRS and other tax authorities.
• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Offered clients recommendations to reduce tax liabilities.
• Analyzed financial documents to accurately reflect client information on tax returns.
• Utilized digital marketing techniques to enhance property exposure.
• Guided prospective clients on market trends and activities.
• Offered expert guidance on property valuations.
• Maintained strict confidentiality to build trust with clients during transaction agreement phases.
• Evaluated client requirements to match them with appropriate housing options.
• Wrote contracts to outline sales and purchases of properties.
• Ensured adherence to federal and state regulations governing real estate transactions.
• Compared recently sold area properties to determine competitive market prices.
• Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
• Handled negotiations and facilitation of real estate deals.
• Communicated with clients to understand property needs and preferences.
• Liaised between buyers and sellers to provide positive experiences for both parties.
• Wrote listings detailing and professionally highlighting property features to increase sales chances.
• Managed timely closing of escrow by overseeing contingency removal and escrow procedures.
• Coordinated appointments to show tenants and buyers prospective homes.
• Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
• Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
• Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
• Advised and informed prospective clients on current market activities and conditions.
• Fostered trust among clients by maintaining strict confidentiality regarding personal information during each transaction agreement period.
• Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
• Increased property sales by effectively marketing listings and utilizing strong negotiation skills.
• Created compelling listing presentations that showcased properties'' unique features while highlighting their potential value to prospective buyers.
• Negotiated, facilitated, and managed real estate transactions.
• Presented purchase offers to sellers for consideration.
• Advertised client properties through websites, social media, and real estate guides.
• Negotiated contracts with buyers and sellers to maximize customer savings.
• Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.

Prepared and presented contracts and other legal documents to clients.

• Self-motivated, with a strong sense of personal responsibility.
• Excellent communication skills, both verbal and written.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Worked flexible hours across night, weekend, and holiday shifts.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Learned and adapted quickly to new technology and software applications.
• Proved successful working within tight deadlines and a fast-paced environment.
• Resolved problems, improved operations and provided exceptional service.
• Self-motivated, with a strong sense of personal responsibility.
• Skilled at working independently and collaboratively in a team environment.