VANESSA Bell
Vero Beach,FL
Summary
Detail-oriented tax professional with extensive experience preparing complex tax returns and checking records for accuracy and filing readiness. Skilled in federal tax compliance, Microsoft Excel, and customer relationship management. Supported junior staff, improved deadline tracking, and handled regulatory submissions with precision.
Overview
20
20
years of professional experience
Work History
Tax Manager
Tax Fusions
Atlanta, Georgia
11.2019 - Current
- Prepares federal, state, and local tax returns for a wide range of client portfolios.
- Reviewed complex tax records for accuracy and completeness, ensuring timely filing readiness.
- Guided junior staff in return preparation and monitored deadlines to enhance team delivery.
- Facilitated staff in filing procedures and document preparation for regulatory submissions.
Life Insurance Agent
Senior life services
Vero Beach, FL
04.2016 - 02.2019
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Educated senior clients on life insurance options and policy features, enhancing their understanding of available benefits.
- Explained coverage terms, premiums, and beneficiary choices to family members, facilitating informed decision-making.
- Reviewed client applications for accuracy for accuracy and completed required enrollment paperwork.
Certified Nursing Assistant
Acts indian river estates
Vero Beach, FL
01.2007 - 08.2016
- Monitored vital signs and reported changes to nursing staff.
- Assisted residents with bathing, dressing, grooming, and toileting tasks.
- Transported residents safely to meals, activities, and appointments.
- Documented care tasks in resident charts and records.
Education
High School Diploma -
Vero Beach Senior High School
Vero Beach, FL05-2006
Skills
- Federal tax compliance
- Tax preparation
- Tax regulatory compliance
- Microsoft Excel
- Risk management
- Team leadership
- Customer relationship management
- CRM software
- Clear communication
Timeline
Tax Manager
Tax Fusions
11.2019 - Current
Life Insurance Agent
Senior life services
04.2016 - 02.2019
Certified Nursing Assistant
Acts indian river estates
01.2007 - 08.2016
High School Diploma -
Vero Beach Senior High School