Tax Preparation Specialist Resume Example
Love this resume?Build Your Own Now
TAX PREPARATION SPECIALIST
Professional Summary
Multi-talented Payroll Tax Professional consistently rewarded for success in planning and operational improvements tailored to individual client needs. Experience in policy development and staff management procedures positively impacting overall morale and productivity. Experience with clients of a variety of industries which required methods of achieving payroll and tax compliance that varied but suited to the specific needs of the client.
Skills
|
|
Work History
12/2019 to 03/2020
Tax Preparation SpecialistCompany Name – City, State
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
- Facilitated communication between clients and tax authorities
- Offered clients recommendations to reduce tax liabilities
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns
- 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
11/2018 to 08/2019
Office ManagerCompany Name – City, State
- Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews
- Completed bi-weekly payroll for 15-20 employees
- Improved office operations by automating client correspondence, record tracking and data communications
- Developed and implemented office management procedures, increasing training efficiency, team productivity and accuracy
- Adhered to established guidelines to increase profits and collect supplier payments
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
- Prepared vendor invoices and processed incoming payments
- Oversaw office accounting functions and payroll to keep finances accurate and current
02/2015 to 11/2018
SOLUTIONS SPECIALIST/SMALL BUSINESS SPECIALISTCompany Name – City, State
- Inspire and excite customers about how Verizon Wireless solutions can impact their lives
- Demonstrate passion and commitment to connecting and building relationships with customers
- Demonstrate commitment to professionalism, integrity, and exceeding customer expectations
- Demonstrate the team-focused attitude necessary to work effectively in a team-driven work environment
- Remain focused and productive in a fast-paced and results-oriented environment
- Winner of store wide, regional, and state wide sales contests
08/2014 to 02/2015
MANAGEMENTCompany Name – City, State
- Ensured clients expectations and goals were met by way of strategic employee scheduling to maximize calls handled and profits
- Reported KPI and other financially relevant data to the client weekly
- Manage, evaluate, coach and monitor team leaders and call center agents
- Hire and train team leaders and call center agents
- Monitor call center agent's sales presentations and prepare call center agent progress reports
- Fulfill other duties as may be assigned or required
Education
Bachelor of Science: Elementary Education| UNIVERSITY oF PHOENIX - City
GPA: 3.2
2008
General Studies: General Education Studies
J. SARGEANT REYNOLDS COMMUNITY COLLEGE - City
J. SARGEANT REYNOLDS COMMUNITY COLLEGE - City
Dean's List
Accomplishments
- Achieved numerous recommendations from highly satisfied clients.
- Achieved a 300% product attach rate during first month.
- Achieved a 100% client intent to return rate.
- Exceeded individual sales goals by as much as 168% in one period
- Exceeded program goals and expectations for Connectcom department
- Exceeded previous year's billable minutes and broke records for several weeks on end
- Promoted from team lead to supervisor in 54 days
- Responsible for AM Cleaning being able to turn over a profit in less than 60 days
Independent Contracts
Little Peeples World Daycare LLC
My responsibilities vary from week to week and business needs but always included:
- Weekly ADP Payroll including income tax withholding, payment method, calculations
- Maintain and update list of actively enrolled students vs full capacity
- Identify and maintain list of expenses versus current income
- Prepare end of year statements, W-2's, 1099s
- Prepare and file quarterly payroll tax returns
AM Cleaning Services LLC
My responsibilities varied from week to week and business needs but included:
- Bill and collect unpaid invoices
- Pay any invoices or bills due by company
- Scheduled clients, optimized scheduling technique to maximize profit
- Prepared and calculated employee payroll records and checks
- Digitized prior quarter and year business drives into a shared OneDrive Folder
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
Resume Strength
- Completeness
- Word choice
- Measurable results
Resume Overview
School Attended
- | UNIVERSITY oF PHOENIX
- J. SARGEANT REYNOLDS COMMUNITY COLLEGE
Job Titles Held:
- Tax Preparation Specialist
- Office Manager
- SOLUTIONS SPECIALIST/SMALL BUSINESS SPECIALIST
- MANAGEMENT
Degrees
- Bachelor of Science : Elementary Education
General Studies : General Education Studies
