Hello, my name is Yulander Dawson, I am very pleased to work with you, I work 100% remote. Hard-driving business leader offering skill in strategic business planning and team development. Skillfully recruit and train employees at all levels to meet customer and business demands. Articulate, forward-thinking and resourceful in meeting unique needs. 10 years of customer service work, and 4 years of experience doing Tax returns and QuickBooks under Intuit Turbo Tax. You can expect 100% accuracy from me. I have my 2024 EFIN and 2024 PTIN, through the IRS. I will communicate with you by phone, text, or email. I will share all the information with you because your business is important to me. My interests include working with team members, customer services, tax preparing, consulting, and helping others. I enjoy preparing taxes because taxes are mandatory whether local, federal, or state. I also service in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll, and audit solutions. I have completed QuickBooks ProAdvisor training, banking, beginner and intermediate computer software and applications. I have studied federal and state taxes concerning our economy and understanding the different laws that change each year or new laws that have been added. I will walk you through your taxes and explain as we go. Taxes can be stressful, but I am here as your verified pro tax preparer to get you through this tax year. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Hi, I’m
Yulander Dawson
Customer Service Representative/Tax Preparer
Summary
Overview
6
years of professional experience
Work History
Comcast
Call Representative
Job overview
- Billing, Repairs, and Retention
Intuit Turbo TaxVerified Pro
Tax Preparer
02.2024 - Current
Job overview
- Assessed client tax situations to determine best filing options.
- Calculated estimated tax payments for clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Implemented time-saving software tools to automate portions of the tax preparation process, increasing productivity.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Facilitated integration of modern tax software with client accounting software.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Utilized tax software to prepare returns and meet deadlines.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- 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.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Developed tailored solutions based on individual client needs, resulting in customized strategies for optimal outcomes.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Developed spreadsheet models to accurately track tax information.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Mentored junior colleagues in tax preparation methods, contributing to a more knowledgeable and capable team.
- Offered clients recommendations to reduce tax liabilities.
- Liaised with accountants to confirm accuracy of client tax returns.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Educated clients on tax planning strategies, helping them save money in future years.
- Researched tax implications for various deductions and credits.
- Maintained compliance by adhering to current tax laws and regulations.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Analyzed financial records to verify accuracy of tax returns.
- Prepared US, multistate, and international tax returns for business clients.
- Facilitated communication between clients and tax authorities.
Arise Virtual Solutions
Independent Business Owner
01.2018 - Current
Job overview
- Set Own Schedule (Flexible hours/days)
- Worked flexible hours across night, weekend, and holiday shifts.
- Paid attention to detail while completing assignments.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Proven ability to develop and implement creative solutions to complex problems.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Provided professional services and support in a dynamic work environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Learned and adapted quickly to new technology and software applications.
- Delivered services to customer locations within specific timeframes.
- Self-motivated, with a strong sense of personal responsibility.
- Gained strong leadership skills by managing projects from start to finish.
- Identified issues, analyzed information and provided solutions to problems.
- Skilled at working independently and collaboratively in a team environment.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Developed and maintained courteous and effective working relationships.
- Resolved problems, improved operations and provided exceptional service.
Education
University of Phoenix
Bachelor of Science Degree from Healthcare Administration & Long-Term Care
2012
University Overview
University of Phoenix
Associate degree from Healthcare Administration
2010
University Overview
Skills
- Type a minimum of 20 WPM
- Adaptability
- Communication
- Empathy
- Listening
- Patience
- Problem-solving
- Time Management
- Financial Transactions
- Business Growth
- Site Visits
- Procurement Coordination
- Business Growth and Retention
- Human Resources Administration
- Cost Control
- Conducting Fittings
- Pricing Structures
- New Business Launch
- Policy and Procedure Implementation
- Opportunity Identification
- Planning and Execution
- Business Management and Development
- Surveillance Systems
- Recruiting and Training
- Accounts Payable and Accounts Receivable
- Operational Efficiency
- Financial Management
- Performance Monitoring and Evaluation
- Client Satisfaction
- Executive Leadership
- Laser Engraving
- Project Management
- Type a minimum of 20 WPM
- Training and Development
- Appointment Scheduling and Confirmation
- ISO Compliance
- Risk and Mitigation Analysis
- Providing Feedback
- Vendor Relations
- Team Goals
- Corrective Actions
- Operations Management
- Business Marketing
- Credit and Debt Card Processing
- Financial Planning
- Transportation Regulations
- Estate Tax Returns
- Vision Implementation
- Customer Service and Assistance
- Operational Processes
- Staff Hiring
- Employee Timesheet Processing
- Social Media Platforms
- Cash Control
- Process Improvement Initiatives
- Sales Oversight
- Office Supplies and Inventory
- Employee Performance Management
- Human Resource Information System (HRIS)
- Database Maintenance
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteImportant To Me
Healthcare benefitsPaid time offPaid sick leave401k matchStock Options / Equity / Profit SharingFlexible work hoursWork from home optionTeam Building / Company RetreatsCareer advancementTimeline
Tax Preparer
Intuit Turbo TaxVerified Pro
02.2024 - Current
Independent Business Owner
Arise Virtual Solutions
01.2018 - Current
University of Phoenix
Bachelor of Science Degree from Healthcare Administration & Long-Term Care
University of Phoenix
Associate degree from Healthcare Administration
Call Representative
Comcast
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