Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Skills
Client Invoicing
Decision Making
Client Records Review
Tax Advisement
Tax reporting
Tax-related research
Payroll familiarity
Local, state, and federal tax returns
Financial statements expertise
Tax return preparation
IRS correspondence
Relationship building
Budgeting
Work History
Tax Preparer, 01/2016 to Current Intuit – Napa, CA,
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
Completed and filed returns with tax departments at local, state, and federal levels.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Reviewed client's tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Facilitated integration of modern tax software with client accounting software.
Provided information about available products and services to clients, resulting in increased business opportunities.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Facilitated communication between clients and tax authorities.
Prepared US, multistate, and international tax returns for business clients.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Offered clients recommendations to reduce tax liabilities.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Oversaw team of 4 tax professionals handling up to 300 clients per year
Assisted in creation of new property accounts and determined tax filing and data requirements.
Monitored accounts payable and accounts receivable functions to accurately gauge organization cash flow.
Maintained relationships with 5 realtors for 7 years to assist in buying and selling 4 commercial properties.
Analyzed and reported financials for 3 private properties and 2 commercial properties annually.
Reviewed numerous financial statements for accuracy and determining compliance with generally accepted accounting principles.
Leasing Professional, 04/2014 to 01/2019 Redpeak Properties – Arvada, CO,
Toured property with prospective tenants and provided wealth of information in regards to its key features.
Marketed property to local businesses through collateral, emails, and phone calls.
Helped clients find leases to suit needs such as handicapped access, pet-friendly locations, and one-story configurations.
Marketed diverse properties to prospective clients and consistently exceeded target closing rates.
Verified tenant incomes and other information before accepting lease applications.
Validated rental eligibility by using TRANSUNION (SMART MOVE) verification process.
Escalated major issues to property manager for immediate remediation.
Performed background checks on over 300 apartment applicants.
Experienced with new construction, luxury apartment buildings, condominiums, and 55+ communities and units.
Resolved conflicts between tenants regarding noise, encroachments, and parking.
Kept meticulous records of correspondence between management and tenants.
Invited prospects to fill out applications upon completion of property tour.
Distributed and followed up on tenant renewal notices.
Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners, and other services.
Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
Maintained long-term relationships with property owners and other professionals to deliver best-in-class leasing consultations.
Liaised between property owners and tenants about expectations, paperwork, payments, and other logistics.
Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
Responded to requests and scheduled appointments for property showings.
Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
Greeted clients, showed apartments, and prepared leases.
Collected monthly rent payments and other fees, always properly recording and processing money.
Kept records accurate, detailed, and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
Collected rent and tracked resident payments and information in computer system.
Held high approval rating and maintained customer loyalty with top-notch service.
Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
Contracted maintenance workers based on tenant needs and acted quickly to maintain tenant satisfaction during emergency situations.
Toured property with prospective tenants and provided wealth of information in regards to its key features
Education
Associate of Arts: BUSINESS ENTREPERNEUR, Expected in 05/2009 SOUTHERN UNIVRSARY oF NEW ORLEANS - New Orleans, LA, GPA:
Associate of Arts: Real Estate, Expected in 12/2021 REALESTATE EXPRESS - City Of Los Angeles, CA, GPA:
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