Certified Tax Preparer resume example with 7 years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Ambitious Tax Professional bringing over 8 years of experience in growing tax agency. Detail-oriented with expertise in preparing local, state and federal tax returns for individuals and businesses. Knowledgeable about preparing sales, payroll and excise documents.
Efficient Tax Consultant familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in QuickBooks and Word Excel.
Motivated Tax Preparer with 8 years of experience running operations and building clientele for tax services company. Expert in preparation of state and federal tax returns for individuals, non-profit organizations, corporations and partnerships. Client-oriented with dedication to uncovering unclaimed deductions and maximizing tax refunds.
Skills
Financial statements expertise
Year-end tax provision proficiency
Tax reporting
Tax-related research
Tax law compliance
Corporate tax preparation
Local, state and federal tax returns
Tax return preparation
Deductions listing
IRS correspondence
Tax code knowledge
Information processing
Account Reconciliation
Document preparation
Finance
Budgeting
Bookkeeping
Relationship building
Work History
Certified Tax Preparer, 12/2019 - Current H&R Block – Del City, OK,
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Offered clients recommendations to reduce tax liabilities.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Prepared written responses or tax return amendments to resolve state and federal notices.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Tax Professional, 01/2015 - Current Grand Circle Travel – Boston, MA,
Completed and filed returns with tax departments at local, state and federal levels.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Provided information about available products and services to clients, resulting in increased business opportunities.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Offered clients recommendations to reduce tax liabilities.
Prepared written responses or tax return amendments to resolve state and federal notices.
Lead Hostess, 10/2021 - 01/2022 LINK & PIN – City, STATE,
Cultivated positive guest relations by managing information and orchestrating speedy seating.
Assigned patrons to tables suitable for needs and restaurant section rotation.
Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times.
Checked and restocked server areas and organized and got change for front counter.
Governed dining area with natural leadership talents and organizational strategies focused on balancing guest and business needs.
Prepared artistic menu boards highlighting current specials and promotions using eye-catching decorative techniques.
Documented reservations, alerted servers and managers of large groups and prepared seating.
Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Assisted managers with quickly resolving service- and food-related issues.
Monitored seating area and checked restrooms regularly to keep spotless.
Monitored front entrance for new guests while assisting servers by taking and delivering drink orders.
Supported servers, food runners and bussers with keeping dining area ready for every guest.
Call Center Customer Service Representative, 06/2021 - 12/2021 Randstad – City, STATE,
Responded to customer comments and questions via LiveChat during shifts.
Resolved concerns with products or services to help with retention and drive sales.
Educated customers on current promotions, upgrades or new offerings available under current plan.
Described product highlights and benefits to help guide purchasing decisions.
Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Documented and detailed calls and complaints using call center's CRM database.
Maintained accurate and current customer account data with manual forms processing and digital information updates.
Effective liaison between customers and internal departments.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Maintained up-to-date knowledge of product and service changes.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Education
GED: , Expected in 09/2012 - LEAKE AND WATTS - , GPA:
High School Diploma: , Expected in 06/1989 - JULIA RICHMAN HS - New York, NY, GPA:
Accomplishments
Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
Completed more than 488 individual tax returns during 8 YEARS during tax season.
Documented and resolved [Issue] which led to [Results].
Resolved product issue through consumer testing.
Improved team efficiency by implementing key process adjustments.
Achieved numerous recommendations from highly satisfied clients.
Affiliations
American Institute of Certified Public Accountants
International Association of Administrative Professionals
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