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Tax Preparer Resume Example

Resume Score: 80%

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TAX PREPARER
Summary

Summary

Aspiring full-time student pursuing a Bachelor's degree in Accounting, eager to contribute developed knowledge in Tax Accountancy role. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings. Accounting student with background in customer service, banking, financial transactions, money management, and interpersonal communication. In-depth knowledge of accounting practices and procedures related to financial accounting; knowledge and experience utilizing a Windows environment and various software applications; complex financial analysis and reporting; data analysis, general business, and software proficiency; extensive knowledge of accounting regulatory and standards; analyzing and interpreting financial reports and records; journalizing financial transactions; creating financial statements and reconciling account balances; and having the capability of maintaining highly effective, constructive and supporting working relationships with customers and peers in a decentralized operating environment.

Skills
  • Customer service
  • Team building
  • Coordination
  • Data management
  • Problem resolution
  • GAAP Accounting
  • Accounts payable
  • General ledger accounting
  • General ledger entries
  • Year-end close
  • Financial analysis
  • Adobe software proficiency
  • Strategic planning
  • Microsoft Office expertise
  • Office equipment proficiency
  • Money Handling
  • Money Management
  • Regulatory Compliance
  • Excellent communication skills
  • Strong sense of banking ethics
  • Organization
  • MS Office
  • Financial processes understanding
  • Customer service-oriented
  • Analyzing data
  • Opening accounts
  • Regulations and compliance
  • Relationship building
  • Reporting
  • Communication
  • Tax advising
  • Deductions understanding
  • Multi-state tax filing
  • Tax law
  • Individual returns preparation
  • Data gathering
  • Documentation filing
  • Tax consulting
  • Tax law
Experience
Tax Preparer | 12/2020 to Current
Jackson Hewitt Tax Service - Everett, WA
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Corresponded with applicable tax departments regarding customer requirements and issues.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • 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.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Tracked income and expenses for business using [Software].
Director of Services | 03/2020 to 09/2020
Washington Federal Bank - Everett, WA

· Delivered prompt, accurate and excellent customer service.

· Reviewed files, records and other obtained documents to respond to customer requests.

· Evaluated customer account information to assess current issues and determine potential solutions.

· Helped customers open and close accounts, apply for loans and make sound financial decisions.

· Maintained optimal financial controls by securing funds and making accurate transactions.

· Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.

· Responded and assisted customers with account inquiries and updates.

· Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.

· Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.

· Explained bank services, financial products and applicable fees to customers.

· Handled ordering checks, checking balanced inquiry, assisting with Online Banking enrollment/password, directing clients to a loan officer, answering questions regarding PPP and mortgage loans, and assisting with any other clients' questions/concerns as per requested

· Maintained confidentiality of bank records and client information.

· Entered member transaction data into online banking software.

Coffee Barista | 11/2018 to 01/2020
Nordstrom - Lynnwood, WA

· Educated customers on beverage menu items and provided samples of daily brews.

· Greeted guests with pleasant smile and superior customer service.

· Prepared and served hot and cold beverages such as coffee, espresso drinks, blended coffees and teas.

· Memorized official and off-menu preparations to serve all customer beverage desires.

· Protected store assets and facilities by complying with company policies and procedures.

· Received and accurately processed customer payments.

· Maintained highest standards of conduct and service to support company reputation.

product.

· Cleaned and sanitized work areas, utensils and equipment.

· Operated cash register collected payments and provided accurate change.

Education and Training
University Of Washington - Seattle, WA
Bachelor of Arts
Accounting And Finance, Expected in 06/2022

To be enrolled in Spring 2021.

Edmonds Community College - Lynnwood, WA
Associate of Arts
Business, 12/2020
Websites, Portfolios, Profiles
  • https://www.linkedin.com/in/kylacortel
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DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Jackson Hewitt Tax Service
  • Washington Federal Bank
  • Nordstrom

School Attended

  • University Of Washington
  • Edmonds Community College

Job Titles Held:

  • Tax Preparer
  • Director of Services
  • CoffeeBarista

Degrees

  • Bachelor of Arts
    Associate of Arts

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