Tax Preparer resume example with 1+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
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
Education and Training
Texas Virtual Academy Online, Expected in 12/2020 ā āHigh School Diploma: - GPA:
Experience
Optima Tax Relief - Tax Preparer Santa Ana, CA, 05/2021 - 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.
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.
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.
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