SENIOR TAX PREPARER Resume Example LIBERTY TAX SERVICE

SENIOR TAX PREPARER

Summary

Skills

Exemptions expertise
Tax liability management
Tax law
Tax advising
Research/due diligence

Individual returns preparation
Tax accounting
High accuracy
Customer service

Experience

LIBERTY TAX SERVICE | NEWTON, NCSENIOR TAX PREPARER01/2020 - 05/2020

Applied federal and state government regulations to prepare accurate and compliant tax returns for clients.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Conducted financial, asset and liability analysis to reduce clients' tax liabilities.
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
Stored copies of completed returns and related documents according to company procedures and business regulations.
Liaised between clients and tax authorities such as IRS representatives.
Produced US and state income, gift tax and estate tax returns for individuals.
Collected detailed information and required paperwork from clients to complete tax returns.

Family Dollar Stores Inc. | LINCOLNTON, NCAssistant Store Manager05/2017 - 12/2019

Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Assisted in overall day-to-day operations of store including continuous development of effective store associates to achieve desired sales and results.
Recruited, interviewed and hired individuals demonstrating passion, dedication and added value to team.
Helped team members deliver polite and positive service to every customer by closely monitoring behaviors and offering constructive guidance.
Processed credit and debit card payments and returned proper change for cash purchases.
Ensured proper organization of store, responded to customer complaints and answered questions quickly.
Coached and developed store associates through formal and informal interactions.
Performed daily activities in timely manner, including managing housekeeping and inventory needs of store.
Replenished merchandise, welcomed customers, responded to questions and maintained overall presentation of store.

LIBERTY TAX SERVICE | NEWTON, NCTAX OFFICE MANAGER01/2017 - 04/2019

Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
Coordinated office activities and operations to secure efficiency and compliance with company policies.
Translated management directives into actionable mandates for front-line staff.
Maintained files and records for 300+ clients and observed all safety protocols to prevent breaches and misuse of data.
Monitored financial bookkeeping for accuracy and compliance, resolving identified discrepancies.
Handled supply purchases and inventory management for office operations and equipment maintenance.
Optimized personnel coverage, preparing work schedules based on staff availability and forecasted demands.
Conducted performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.
Trained 10 employees on best practices and protocol while managing teams to ensure optimal productivity.
Evaluated employee job performance and motivated staff to improve productivity.
Monitored office inventory to maintain adequate supply levels and order products.
Produced professional and error-free letters, presentations and spreadsheets.
Mentored new employees on tax preparation and computer skills and delivered constructive feedback to increase understanding of job duties.
Mitigated regulatory risks by ensuring program requirements adhered to Liberty Tax and IRS compliance standards.
Oversaw training and daily performance of 4 staff.

LIBERTY TAX SERVICE | MOORESVILLE, NCSENIOR TAX PREPARER01/2011 - 04/2016

Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in tax industry.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Conducted financial, asset and liability analysis to reduce clients' tax liabilities.
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Finalized and processed paperwork with local, state and federal government authorities.
Stored copies of completed returns and related documents according to company procedures and business regulations.
Liaised between clients and tax authorities such as IRS representatives.
Collected detailed information and required paperwork from clients to complete tax returns.

Education and Training

Ashford University | San Diego, CABachelor of Arts in ACCOUNTING11/2013

Kaplan University | Davenport, IAMaster of Science in ACCOUNTING WITH SPECIALTY iN TAXATION

Activities and Honors

Member, Alumni Association

Resume Overview

Companies Worked For:

LIBERTY TAX SERVICE
Family Dollar Stores Inc.

School Attended

Ashford University
Kaplan University

Job Titles Held:

SENIOR TAX PREPARER
Assistant Store Manager
TAX OFFICE MANAGER

Degrees

Bachelor of Arts in ACCOUNTING
Master of Science in ACCOUNTING WITH SPECIALTY iN TAXATION

SENIOR TAX PREPARER Resume Example

Resume Score: 80%

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