Summary
Overview
Work History
Education
Skills
Certification
Timeline
AdministrativeAssistant
Tabatha Gray-Smith

Tabatha Gray-Smith

Hilltop Lakes,TX

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Detail-oriented Tax Preparer with 10+ 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. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to help team achieve company goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Preparer

Jackson Hewitt
11.2012 - 05.2013
  • 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.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Tax Preparer

Easy Tax 123
01.2012 - 05.2012
  • 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.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Tax Preparer

Electro Tax
01.2005 - 05.2009
  • 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.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Saved client money by uncovering eligibility for earned income credit.
  • Interviewed all clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.

Education

No Degree - Accounting

Harvard Online
Cambridge, MA
02.2024

Bachelor of Science - Corrections

Southern New Hampshire University
Hooksett, NH
12.2023

Skills

  • Multi-State Tax Filing
  • Tax Code Knowledge
  • Commercial Law
  • Tax Audit Procedures
  • Verbal Communication
  • Due Diligence
  • Payroll Familiarity
  • Critical Thinking
  • Interpersonal Strengths
  • Complex Problem-Solving
  • Active Listening
  • QuickBooks Proficiency
  • Microsoft Internet Explorer
  • Microsoft Excel
  • Personnel Management Software
  • Monitoring
  • Writing
  • Speaking
  • Negotiation
  • Instructing
  • Coordination
  • Valid PTIN
  • Taking courses on Intuit Academy

Certification

  • Notary License - expires 04/18/2023

Timeline

Tax Preparer

Jackson Hewitt
11.2012 - 05.2013

Tax Preparer

Easy Tax 123
01.2012 - 05.2012

Tax Preparer

Electro Tax
01.2005 - 05.2009

No Degree - Accounting

Harvard Online

Bachelor of Science - Corrections

Southern New Hampshire University

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Tabatha Gray-Smith