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
Remote
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
Mt Pleasant, SC & Grand Prairie, TX
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
Mt Pleasant, SC
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, UT2023
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