Winston McDuffie
Tax Preparation
Buffalo,NY
Summary
Efficient Tax Preparer familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in Taxwise , Crosslink as well as LibTax softwares.
Also, highly focused on performance, customer service and compliance.
Overview
9
9
years of professional experience
Work History
Independent Employee/ Tax Preparation Specialist
TC Tax Preparation Accounting & Bookeeping
Buffalo, New York
01.2022 - Current
- 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.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Carried out day-day-day duties accurately and efficiently.
Independent Employee/ Tax Preparation Specialist
Peachtree Tax Professionals
Duluthe, GA
02.2021 - 05.2021
- 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.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Have had pleasure of working in field of personal income tax preparation since 2014.
Package Handler/ Small Sort
UPS Customer Center
Buffalo, NY
09.2018 - 03.2021
- Used hand-held scanners and physical logs to accurately track item movements.
- Assembled, sealed and loaded packages into correct trucks.
- Removed jams and unblocked conveyor system to maintain flow of goods.
- Followed verbal and written instructions to properly move and ship products.
- Alerted supervisors and coworkers of hazards and other issues for quick resolutions.
- Prepared pallets of boxes for easy transportation between customer and storage locations.
Tax Preparer/Store Manager of Operations
Liberty Tax Service
Buffalo, NY
01.2013 - 09.2018
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
Customer Service Representative(Temporary Post)
Small Business Association
Buffalo, NY
09.2017 - 12.2017
- Worked independently with minimal supervision.
- Served customers with knowledgeable, friendly support at every stage of them applying for disaster relief loan through the SBA.
- Built relationships with customers and community to promote long term business growth.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
High School Diploma -
Grover Cleveland High School
Buffalo, New York06.1985
Skills
- Correspondence Writing
- Document Preparation
- Client Records Review
- Complex Information Translation
- Tax Return Preparation
- Research Oversight
- Tax Computation
- Deductible Expense Identification
Languages
Spanish
Limited Working
Timeline
Independent Employee/ Tax Preparation Specialist
TC Tax Preparation Accounting & Bookeeping
01.2022 - Current
Independent Employee/ Tax Preparation Specialist
Peachtree Tax Professionals
02.2021 - 05.2021
Package Handler/ Small Sort
UPS Customer Center
09.2018 - 03.2021
Customer Service Representative(Temporary Post)
Small Business Association
09.2017 - 12.2017
Tax Preparer/Store Manager of Operations
Liberty Tax Service
01.2013 - 09.2018
High School Diploma -
Grover Cleveland High School
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