Summary
Overview
Work History
Education
Skills
Timeline
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Trevor Bell

St. George,UT

Summary

Detail-oriented Tax Preparer with Five 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.

Overview

7
7
years of professional experience

Work History

Accounting Associate

MyCPA
08.2019 - Current
  • Prepared tax returns for at least 400 clients according to government regulations and requirements while being an intern.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Maintained account accuracy by reviewing and reconciling checks monthly.

Salesperson

Homepro's Home Security
04.2023 - Current
  • Boosted sales by consistently engaging with customers and addressing their needs effectively.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
  • Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
  • Exceeded sales quotas and became top 3rd salesman in the company managing a team of seven guys

Process Assistant

Amazon
07.2021 - 02.2022
  • Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth.
  • Maximized performance by monitoring daily activities and mentoring team members which led to the production of over 1,000 units/hr with a team of 2 on a work fluctuating shift
  • Conducted training and change management processes to improve operations.
  • Determined and recommended methods to address improvement opportunities
  • Evaluated performances by analyzing and interpreting data and metrics
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Labeled and accurately moved costumer orders to meet shipment timetables and minimize errors.
  • Performed general housekeeping and cleaning tasks.

Door Salesman

EcoShield Pest Control
07.2020 - 06.2021
  • Traveled by foot or automobile to deliver or sell merchandise or services.
  • Used scripts or persuasive sales techniques to convince clients in purchasing EcoShield Pest Control.
  • Consulted with clients after sales or contract signings to resolve problems and provide ongoing support.
  • Drove team revenue totals by bringing in top sales numbers.
  • Worked quickly to weed out customers unlikely to buy to focus attention on valuable prospects.
  • Met or exceeded sales quotas 4 months out of 4.
  • Trained sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Shift Lead

The Italian Place
06.2017 - 08.2020
  • Completed store opening and closing procedures and balanced tills.
  • Trained and mentored new employees to maximize team performance.
  • Responded to and resolved customer questions and concerns.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Maintained safe working environment by observing safety procedures, policies and regulations.
  • Inventoried materials on weekly basis to identify and resolve discrepancies, maintaining highly accurate and current records.

Education

High School Diploma -

Pleasant Grove High School
Pleasant Grove, UT
05.2020

Skills

  • Resource Coordination and Allocation
  • Assembly Instructions
  • Document and File Management
  • Production Deadline Management
  • Hardworking and Dedicated
  • Self-Motivated
  • Multitasking Abilities
  • Calm and Professional Under Pressure
  • Research and analytical skills
  • Building Customer Loyalty
  • Teamwork and Collaboration
  • Bookkeeping
  • Income Tax Preparation
  • QuickBooks proficiency
  • Business/Trust tax preparation

Timeline

Salesperson

Homepro's Home Security
04.2023 - Current

Process Assistant

Amazon
07.2021 - 02.2022

Door Salesman

EcoShield Pest Control
07.2020 - 06.2021

Accounting Associate

MyCPA
08.2019 - Current

Shift Lead

The Italian Place
06.2017 - 08.2020

High School Diploma -

Pleasant Grove High School

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Trevor Bell