Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Yukiko Banks

Mansfield,TX

Summary

Detail-oriented Tax Reviewer adept at quickly assessing customer needs, developing strategic plans, and completing Federal and State returns. Skilled in communicating with clients, analyzing situations, reviewing and assisting with tax audit issues.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Quality Review Team Lead

Intuit
12.2017 - 04.2024
  • Review over 200 tax returns for accuracies and tax law compliance
  • Handled complex cases involving small business owners,
    self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation
  • Led cross-functional teams for successful project execution while maintaining strong collaboration among team members
  • Train new reviewers by conducting thorough tax reviews and shadowing

Master Tax Advisor, EA, Certified Acceptance Agent

H&R Block
12.2012 - 04.2016
  • Prepared and filed federal and state income tax returns of individuals and small businesses
  • Analyzed and resolved client's audit issues by corresponding with IRS and State Department of Revenue
  • Improved client retention rates by cultivating strong relationships built on trust and personalized service offerings
  • As Certified Acceptance Agent, verified customer's identification on behalf of IRS and filed form W7 and W7 COA

Office Manager

Lowcountry Biomedical Services, LLC
07.2009 - 12.2010
  • Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.

Education

Bachelor of Science Business Administration, Accounting -

Western Governors University
Salt Lake City, UT
2023

Skills

  • Federal and State Tax Knowledge
  • Proficient in Microsoft Office and Google Suite
  • Performance Improvement
  • Leading team with constant changing environment

Certification

IRS Enrolled Agent

Timeline

Quality Review Team Lead

Intuit
12.2017 - 04.2024

Master Tax Advisor, EA, Certified Acceptance Agent

H&R Block
12.2012 - 04.2016

Office Manager

Lowcountry Biomedical Services, LLC
07.2009 - 12.2010

Bachelor of Science Business Administration, Accounting -

Western Governors University

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Yukiko Banks