Timothy Vela
Rossville,GA
Summary
Detail-oriented Tax Specialist skilled in tax preparation and client advisory. Delivers exceptional customer service while providing technical support. Utilizes Microsoft 365 to troubleshoot software issues, ensuring compliance and minimizing tax liabilities. Focused on enhancing client experiences through proactive solutions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Specialist
JDATSG
Remote/Virtual, USA
12.2025 - Current
- Advised clients on tax planning strategies to minimize liabilities effectively.
- Prepared tax returns for individuals and businesses, ensuring compliance with all relevant regulations.
- Conducted research on tax laws to stay updated with changes and requirements.
- Managed documentation and record-keeping for client files, maintaining accuracy and accessibility.
Tax Support Representative
Thomson Reuters
Remote/Virtual, GA
12.2024 - 02.2025
- Delivered timely technical support for UltraTax OneSource Income Tax and GoSystems products through phone, email, chat, and web submissions, enhancing customer satisfaction.
- Addressed diverse tax-related inquiries and solutions for customers efficiently, contributing to improved resolution rates.
- Consistently delivered high-quality customer experiences across all interactions.
- Managed time effectively using internal resources while adhering to departmental processes, ensuring consistent support delivery.
CS Tax Expert
BakerTilly
Remote/Virtual, GA
01.2024 - 04.2024
- Prepared simple to complex tax returns for individual and business clients.
- Leveraged Intuit TurboTax software to accurately manage client data and streamline file organization.
- Ensured compliance with current federal and state regulations through ongoing education.
- Fostered cooperative work atmosphere through effective collaboration with peers and staff.
T1 Technical Support
Sitel
Remote/Virtual, GA
01.2023 - 12.2023
- Resolved customer internet issues by guiding through troubleshooting steps, resulting in improved customer satisfaction.
- Assisted customers in resolving minor internet service issues remotely, reducing call-back rates and improving efficiency.
- Monitored local outages and service interruptions to proactively inform customers, enhancing service reliability.
- Supported onsite technicians with network requests to enhance connectivity solutions.
T1 Product Support, Tax Support
Intuit
Remote/Virtual, GA
01.2019 - 04.2023
- Provided timely and accurate tax advice, enhancing clients' understanding and resolution of tax issues.
- Built rapport with clients, delivering tailored solutions to address their specific tax challenges.
- Maintained consistent and updated knowledge of current federal and state tax forms.
- Provided remote support during yearly tax seasons
- Resolved TurboTax software issues for individuals, ensuring effective use of the product.
Technical Support Advisor
Concentrix
Remote/Virtual, GA
01.2022 - 06.2022
- Diagnosed and troubleshot hardware, software, and network issues to minimize downtime and enhance user experience.
- Monitored system performance to identify and address potential issues before they escalated.
- Streamlined repair processes and updated procedures for consistent support actions.
- Developed and implemented staff training programs to enhance skills and improve team support capabilities.
Education
B.S. - Christian Counseling And Biblical Studies
Liberty University
Online05-2026
High School Diploma -
Lakeview Fort Oglethorpe High School
Fort Oglethorpe, GA05-2007
Skills
- Tax compliance
- Regulatory review
- Accounting principles
- Data analysis
- Financial software
- Microsoft 365
- Windows 10 expertise
- System configuration
- Helpdesk support
- Document management
- Time management
- Problem solving
- Client communication
- Communication skills
Certification
Google IT Support Professional Certificate, 11/2021, Skill development includes troubleshooting, customer support, networking, operating systems, systems administration, and security - all the fundamentals of IT support that are critical for success in the workplace; comparable to the latest CompTIA A+ certification.
Timeline
Tax Specialist
JDATSG
12.2025 - Current
Tax Support Representative
Thomson Reuters
12.2024 - 02.2025
CS Tax Expert
BakerTilly
01.2024 - 04.2024
T1 Technical Support
Sitel
01.2023 - 12.2023
Technical Support Advisor
Concentrix
01.2022 - 06.2022
T1 Product Support, Tax Support
Intuit
01.2019 - 04.2023
B.S. - Christian Counseling And Biblical Studies
Liberty University
High School Diploma -
Lakeview Fort Oglethorpe High School