Wanda Simmons
Northport,AL
Summary
Detail-oriented Tax Preparer with 20 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.
Focused Tax Preparer III conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
20
20
years of professional experience
Work History
Tax Preparer III (Seasonal)
Jackson Hewitt Tax Services
01.2004 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Offered clients recommendations to reduce tax liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Facilitated communication between clients and tax authorities.
Education
No Degree - Secretarial Sciences
Shelton State Community College
Tuscaloosa, ALNo Degree - Accounting
Liberty University
Lynchburg, VAHigh School Diploma -
Tuscaloosa County High School
Northport, AL05.1983
Skills
- Organization skills
- Document Preparation
- Income Tax Preparation
- Local, state, and federal tax returns
- Relationship Building
- Tax Return Preparation
- Client Communication
- Data Gathering
- Data inputting
- Tax Law Compliance
- Verbal/written communication
- Tax law knowledge
Timeline
Tax Preparer III (Seasonal)
Jackson Hewitt Tax Services
01.2004 - 04.2024
No Degree - Secretarial Sciences
Shelton State Community College
No Degree - Accounting
Liberty University
High School Diploma -
Tuscaloosa County High School
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