Tequila Hubbard
Warner Robins,United States
Summary
Project Management Assistant handles simultaneous tasks in fast-paced environment and supports teams. Familiar with customer needs, industry practices and quality assurance standards. Versed in Lean and Agile environments.
Overview
10
10
years of professional experience
Work History
Tax Professional
JDA TSG - Turbo Tax
01.2022 - Current
- Provide assistance to customers both assisting them in preparing their own returns and/or fully preparing customer tax returns
- Communicate directly with the customer as needed via live webcam and chat
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Offered clients recommendations to reduce tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
Project Management Assistant
CR Meyer
04.2017 - Current
- Assists the team in quoting, invoicing, documenting and securing payment for all assigned projects.
- Assists Project Managers, Project Coordinators and other project team members in preparing correspondence, generating reports, and other administrative items as requested.
- Audits information for invoices to ensure accuracy.
- Creates and assembles invoices and forwards to customer A/P contacts.
- Conducts past due inquiries, answers billing questions and follows up on overdue payments.
- Provides assistance to team members in using current software programs, policies/procedures and other office/department processes.
- Relayed updates to senior team members and clients.
- Tracked project documents during every phase of development.
- Created and updated records and files to maintain document compliance.
Tax Preparer
Jackson Hewitt
10.2019 - 12.2021
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
Office Coordinator
Lineage Logistics
03.2014 - 04.2017
- Prepared, issued and sent out receipts, bills, polices, invoices and statements.
- Worked collaboratively with office staff to maintain smooth operations and team readiness for unexpected demands.
- Managed office activities by maintaining communication between clients, tracking records, and filing all documents.
- Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
Education
Master's degree - Business Administration / Accounting
University of Phoenix-Online Campus
Phoenix, AZ05.2022
Bachelor's - Accounting
University of Phoenix-Online Campus
Phoenix, AZ01.2020
Skills
- Microsoft Office
- SAP
- Office Management
- QuickBooks
- Administrative Expertise
- Task Monitoring
- Billing and Invoicing
- Database Administration
- Contract Coordination
- Correspondence Management
- Risk Management
- Data Inputting
- Confidential Document Control
- Business Correspondence
Personal Information
- Military Service Branch: Georgia Army National Guard / United States Army
- Military Service Rank: Specialist
Timeline
Tax Professional
JDA TSG - Turbo Tax
01.2022 - Current
Tax Preparer
Jackson Hewitt
10.2019 - 12.2021
Project Management Assistant
CR Meyer
04.2017 - Current
Office Coordinator
Lineage Logistics
03.2014 - 04.2017
Master's degree - Business Administration / Accounting
University of Phoenix-Online Campus
Bachelor's - Accounting
University of Phoenix-Online Campus
Similar Profiles
Judy WaltersJudy Walters
Tax Associate and Full Service Preparer at Intuit, Turbo Tax, JDA/TSGTax Associate and Full Service Preparer at Intuit, Turbo Tax, JDA/TSG
Latonya KearseLatonya Kearse
Tax Preparer at Jda TsgTax Preparer at Jda Tsg
LaTanya LasterLaTanya Laster
Tax Associate at JDA-TSGTax Associate at JDA-TSG