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Tax Preparer Resume Example

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L
IvoryLacy
Summary

Diplomatic Customer Service Agent versed in applying strong communication, problem-solving skills and polite, professional demeanor to resolve customer issues and maximize satisfaction. Experienced in exceeding performance goals in fast-paced call center environments. Trained in connecting with customers to build positive relationships and strengthen loyalty. Results-driven Data Entry Clerk with extensive database management expertise. Proven history of successful error detection and correction.

Skills
  • Statistic analysis expertise
  • Information organization
  • Telephone headset mastery
  • Data confirmation
  • Meeting sales goals
  • High-volume call reception
  • Laser fax machine expert
Experience
Tax Preparer
City, StateCompany Name/May 2021 to Current
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in [Industry].
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Produced US and state income, gift tax and estate tax returns for individuals.
Data Entry Clerk
City, StateCompany Name/Dec 2020 to Jul 2021
  • Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
  • Identified and corrected data entry errors to prevent duplication across systems.
  • Reviewed and updated account information in company computer system.
  • Adhered to strict data confidentiality policies to prevent information leakage.
  • Proofread documents and edited materials to correct grammar and spelling mistakes.
  • Maintained quality levels above prescribed minimums to support team productivity.
  • Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
  • Maintained records by creating monthly reports, closing terminated records and performing chart audits.
  • Verified and logged deadlines in response to daily inquiries and requests.
  • Maintained confidentiality of client and staff personal details by adhering to all company regulations and requirements.
  • Modified and updated data formatting and added new input fields following evolving record formatting requirements in database of over [Number] records.
COVID-19 Tester
City, StateCompany Name/Jan 2021 to Mar 2021
  • Collected and prepared nasal-pharyngeal samples for PCR testing of COVID-19 in accordance with standard methods and processes.
  • Maintained cleanliness of testing booth and testing materials to comply with CDC guidelines.
  • Followed in-process quality control procedures and performed accurate data entry of patient information to prepare collected specimens for testing and analysis.
  • Adhered to universal protocol precautions when disposing of contaminated items while performing phlebotomy or laboratory procedures.
  • Cleaned and sterilized lab area, tools and equipment.
  • Maintained clean and fully operational laboratory equipment.
  • Recorded control values from technical instruments to maintain reliability and validity of test results.
Waitress
City, StateCompany Name/Jan 2019 to May 2019
  • Maintained accuracy while handling payments, giving change and printing receipts to customers.
  • Stocked server areas with supplies before, during and after shifts.
  • Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
  • Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
  • Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
  • Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
Education and Training
High School DiplomaTexas Virtual Academy Dec 2020City
Languages
English:
Full Professional
English:
Full Professional
Accomplishments
  • Garnered continuous referrals and recommendations by providing friendly and knowledgeable support to customers.
  • Prepared individual income, gift tax and estate tax returns for high-net-worth clients.
  • Obtained positive outcomes after individual income tax audits.
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Resume Strength
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  • Measurable results

Resume Overview

School Attended

  • Texas Virtual Academy

Job Titles Held:

  • Tax Preparer
  • Data Entry Clerk
  • COVID-19 Tester
  • Waitress

Degrees

  • High School Diploma

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