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Tax Preparer Resume Example

Resume Score: 80%

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TAX PREPARER
Skills
  • QuickBooks proficiency
  • Corporate tax preparation
  • Tax Law Compliance
  • IFRS and GAAP experience
  • Tax Return Preparation
  • Tax Code Knowledge
Work History
Tax PreparerH And R Block – West Palm Beach, FL, FL
  • Provided information about available products and services, including tax saving advice and ideas of services, for them to take advantage of in years to come.
  • Prepared tax returns for clients in Florida and by H and R Block according to government regulations and requirements.
  • Facilitated integration of modern tax software with client accounting software.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Saved client $100s by uncovering eligibility for showing them countless savings and credits for them to take advantage of.
  • Prepared US federal tax returns for business clients.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Completed and filed returns with tax departments at the federal levels.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Offered clients recommendations to reduce tax liabilities.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Delivered comprehensive tax documentation required for accurate individual returns.
BrokerJC Leeman Futures And Options – Delray Beach Fl, FL
  • Directed clinical support of actuarial, underwriting and claims management in identifying and managing client specific risks and risk trends.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Planned and led improvements to stop-loss delivery and reporting tools.
  • Arranged sales between buyers and sellers, acting as representative for third party.
  • Researched metals mostly thoroughly and kept up-to-date on latest trends in marketplace.
  • Investigated resources of potential buyers to determine ability to pay expected costs.
  • Recorded supporting documentation for phone calls and written correspondence.
  • Completed training programs to remain updated and further develop proficiency of important industry information.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
  • Fostered positive business relationships to promote continued interest in products and services.
  • Prepared contracts and related documentation according to strict standards.
Deli Clerk08/2020 to Current
Giant Eagle (Currently On LOA) – DuBois, PA
  • Carefully prepared orders by slicing, weighing and packaging cheeses and meats and accurately calculated prices.
  • Promoted new or high-value food items by creating attractive displays in cases and other customer-facing areas.
  • Delivered exemplary customer service to all guests, even in peak business periods to promote retention.
  • Handled busy, fast-paced situations and agitated customers with relative ease while remaining professional and calm.
  • Maintained clean, trash-free workspaces to maximize productivity and safety.
  • Used downtimes to prepare ingredients and restock supplies for expected busy periods.
  • Greeted customers at deli counter to fulfill requests and answer questions.
  • Kept work areas clean, neat and sanitized to prevent possible illness or injury among coworkers and customers.
  • Offered product samples to customers, generating additional sales through taste-testing.
  • Opened new inventory and rotated stock by dates to maintain freshness.
  • Checked refrigerated and frozen cases and replenished low stock every few hours.
  • Responded to telephone inquiries regarding available products and services and helped customers make appropriate choices.
  • Prevented food spoilage by monitoring dates, rotating stock and following proper storage procedures.
  • Listened to customer requests and suggested additional menu items as appropriate to upsell products.
Office Assistant01/2014 to Current
Crystal Clean Home And Business Services – Treasurelake, PA
  • Kept business, customer and financial records current and accurate to stay on top of changing information and avoid lost data.
  • Worked with upper management to complete complex projects on tight budgets within specific timelines.
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
  • Streamlined processing procedures for various financial and employee documents to improve traceability.
  • Greeted numerous visitors, including VIPs, vendors and interview candidates.
  • Maintained clean reception area to promote positive, professional environment for all clients, including employees.
  • Recommended strong business plans, operational decisions and financial processes to support business sustainability.
  • Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
  • Trained new-hires on cleaning procedures to better service customers.
Education
High School Diploma06/2000DuBois Area High School- Dubois, PA
No Degree: Accounting And Business ManagementDuBois Business College- Dubois, PA
  • Coursework Accounting and Business
  • Did not graduate
Additional Information

Being that I was in Florida I will need to get updated on states and the newest rules on the federal end, but that should be easy enough. I am a quick learner and if I don't know the answer I can find it.

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Resume Overview

Companies Worked For:

  • H And R Block
  • JC Leeman Futures And Options
  • Giant Eagle (Currently On LOA)
  • Crystal Clean Home And Business Services

School Attended

  • DuBois Area High School
  • DuBois Business College

Job Titles Held:

  • Tax Preparer
  • Broker
  • Deli Clerk
  • Office Assistant

Degrees

  • High School Diploma 06/2000
    No Degree : Accounting And Business Management

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