Highly qualified, detail-oriented and hardworking income tax consultant with more than 22 years of experience. Proficient in research, writing, case management and client relations. Expert computing and technology skills including competence in multiple software applications, networking issues and social media. Exceptionally organized and efficient Office Manager with over 22 years of experience in office environment. Strong income tax experience and understanding of federal and state laws. Competent tax consultant bringing 22 years of positive performance to contribute value to your company.
Highly skilled in client relationship management to foster satisfaction and retention. Multitasking tax consultant with management and financial, business and operational leadership expertise. Multidisciplinary professional exhibits essential and developed techniques in policy, procedure and process initiatives.
Manage a tax preparation form from start to finish.
Good interviewing techniques.
Clients asked for me year after year.
Always friendly and courteous.
Able to research tax laws and codes as needed.
Hard working and caring.
Got along well with clients and co-workers.
Reviewed my work for accuracy.
Conducted a thorough interview . (had a client that had been interviewed a number of years by the one man in the office. He wasn't there that day so he let me take his application. He owned chicken houses and had never been asked their value for depreciation purposes. I was able to go back and amended 3 years of taxes to get him a sizeable refund.)
Always looking to save client more money.
I prepared and processed tax returns for a one person office. I was available to answer questions for other individuals even though they weren't my clients at that point. I helped them with IRS communications throughout the year. Gave them financial advice for the future tax years. Followed thru their file until their refunds were processed.
I prepared tax returns including personal, estate, LLC and small business returns. I mentored tax preparers with less expertise than myself. I solicited new clients per telephone. During peak season I was available 40+ hours per week. I was available to answer tax law questions and review self prepared returns prepared by individuals.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
I prepared and processed federal and state tax returns for individuals and small business. For 2 years I taught a tax preparation class for beginners. It was a 42 hour course. I also opened the office year round (1 day a week, 5 hrs per day) for from 1999 thru 2004. During that period, we had a major disaster and many clients filed amended tax returns on their losses. I was the only preparer available during that time. Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
I assisted clients in filing claims for SSA retirement and disability and SSI aged and disability claims. I was responsible to gather all needed documents and processing disability claims after a medical decision was made. I immediately processed retirement claims in a timely manner to completion. I completed all post eligibility interviews on a yearly basis or as needed. Every client was interviewed either in person or by telephone. Each year I received high quality awards for my work. I had extensive training for each job and taught classes both in my office and other offices in my district.
This bookkeeping course was taken during a time when everything was done by hand. I was always on the honor roll. There was no degree involved, just a certificate of completion.
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