Tax Preparer Resume Example
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TAX PREPARER
Skills
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Work History
Tax PreparerCompany Name – City, State
- 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.
BrokerCompany Name – City, State
- 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
Company Name – City, State
Company Name – City, State
- 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
Company Name – City, State
Company Name – City, State
- 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-
City
No Degree: Accounting And Business ManagementDuBois Business College-
City,
State
- 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
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
