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Tax Preparation Specialist Resume Example

Resume Score: 80%

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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
  • Tax code knowledge
  • Financial statements expertise
  • Deductions listing
  • Year-end tax provision proficiency
  • QuickBooks proficiency
  • Tax audit procedures
  • Tax law compliance
  • Payroll familiarity
  • Tax return preparation
  • Local, state and federal tax returns
  • IRS correspondence
  • Document preparation
  • High technical aptitude
  • Thrive in fast paced high stress
Work History
12/2019 to 03/2020
Tax Preparation SpecialistH&R Block Inc. – Chesterfield, United States
  • 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 ManagerAM Cleaning Services LLC – Richmond, Virginia
  • 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 SPECIALISTVERIZON WIRELESS – RICHMOND, VIRGINIA
  • 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
MANAGEMENTCONNECTCOM LLC – GLEN ALLEN, VA
  • 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 - Phoenix, AZ

GPA: 3.2

2008
General Studies: General Education Studies
J. SARGEANT REYNOLDS COMMUNITY COLLEGE - Richmond, VA

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
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Resume Overview

Companies Worked For:

  • H&R Block Inc.
  • AM Cleaning Services LLC
  • VERIZON WIRELESS
  • CONNECTCOM LLC

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

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