Diligent, detail-oriented and experienced offering solid understanding of legal and regulatory issues. Background reviewing large data sets with speed and accuracy to verify integrity of information. Talent spotting anomalies in data, information and documentation.
Overview
7
7
years of professional experience
Work History
Client Tax Coordinator
Anderson Business Advisors
05.2023 - 07.2024
Provided guidance to colleagues on complex tax matters, fostering professional growth and enhancing team capabilities.
Reduced errors in tax filings through meticulous review of financial data and close collaboration with accounting teams.
Supported company growth by staying current on industry trends, participating in networking events, and collaborating with cross-functional teams on new initiatives.
Managed relationships with taxing authorities, effectively resolving disputes through negotiation and advocating for favorable outcomes for clients.
Tax Preparer
Elite Tax Pros
01.2017 - 04.2024
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Analyzed financial records to verify accuracy of tax returns.
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.
Tax Research Specialist
Paycor
05.2022 - 05.2023
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
Tax Research Specialist
ADP
05.2021 - 05.2022
Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
Conducted tax research to ensure compliance with applicable laws, mitigating potential risks for clients.
Submitted cash and check deposits and generated cash receipts to record money received.
Protected company assets through vigilant fraud detection measures during auditing processes.
Skills
Financial Reporting
Taxation Knowledge
Audit reporting
Strong Communication Skills
Tax Compliance Expertise
Critical thinking abilities
Timeline
Client Tax Coordinator
Anderson Business Advisors
05.2023 - 07.2024
Tax Research Specialist
Paycor
05.2022 - 05.2023
Tax Research Specialist
ADP
05.2021 - 05.2022
Tax Preparer
Elite Tax Pros
01.2017 - 04.2024
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