Detail-oriented Tax Preparer with 10+ years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Skills
Individual Tax Returns
Time Management
Client Records Review
Client Tax Services
Appointment Scheduling
Data Entry
Client Interviews
Customer Service
Relationship Building
Reporting and Documentation
Data Confidentiality
Data Gathering
Filing System Management
Account Auditing
Client Account Management
Work History
12/2010 to Current
Income Tax PreparerMerito Group – Newark, NY,
Completed and filed returns with tax departments at local, state and federal levels.
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.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Prepared tax returns for clients in various industries according to government regulations and requirements.
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.
Prepared written responses or tax return amendments to resolve state and federal notices.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared US, multistate and international tax returns for business clients.
Facilitated communication between clients and tax authorities.
Prepared over 200 individual tax return.
02/2021 to Current
Certified Notary PublicSuffolk Construction – Miami, FL,
Checked documents and identifying credentials for all parties.
Administered oath to document signers to obtain affirmation of truth.
Updated journal with names and dates for permanent record.
Looked for signs of fraud or coercion and refused notarization.
Enhanced notary operational success through efficient records coordination, supply management and document processing
Collaborated with vendors to orchestrate efficient shipments of over 100 documents during 2021.
05/2015 to 02/2017
Office AdministratorEl Pollo Loco Holdings – Lakewood, CA,
Kept accounts and records current by actively pursuing error resolutions and independently correcting problems.
Supported office manager with proactive correspondence management, document coordination and customer relations.
Delivered clerical support by handling range of routine and special requirements.
Produced high-quality communications for internal and external use.
Trained new employees on administrative procedures, company policies and performance standards.
Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
Reconciled account files and produced monthly reports increased collection of overdue balanced by 40%.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Organized, facilitated and participated in community service efforts.
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