(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 40 years of experience helping clients maximize return values while minimizing liabilities. Detail-oriented Tax Preparer with 40 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. . Detail-oriented with expertise in preparing local, state and federal tax returns for individuals and businesses. Knowledgeable about preparing sales, payroll and excise documents. Enthusiastic Tax Professional experienced in [Type] tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with [Number] years of industry expertise. High-performing [Job Title] proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Focused [Job Title] conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.

  • Corporate tax preparation
  • Tax reporting
  • QuickBooks proficiency
  • IFRS and GAAP experience
  • Local, state and federal tax returns
  • Tax-Related Research
  • Tax Return Preparation
  • Tax Law Compliance
  • Tax Code Knowledge
  • Tax Audit Procedures
  • Payroll Familiarity
  • IRS Correspondence
  • Filing System Management
  • General Ledger Accounting Expertise
  • Bookkeeping
  • Account Reconciliation
  • Verbal/written communication
  • Budgeting
  • Document preparation
  • Mathematical calculations
  • Internal control development
  • Information processing
  • Efficient nature
  • Interpersonal strengths
  • Relationship building
  • Notary Public
  • Real estate law
  • Buyer contracts
  • Lending
  • Home inspections
  • Financing requirements
  • MLS expert
  • Works well independently
  • Active Arizona Real Estate License
  • Sales closing
  • Excellent teamwork
  • Client-oriented
  • Health insurance
  • Quote information
  • Microsoft Office
  • Good telephone etiquette
  • Excellent work ethic
  • Detail-oriented
Northern Arizona University Flagstaff, AZ Expected in 06/2001 Bachelor of Arts : Business Admintration - GPA :
Work History
One Nevada Credit Union - Tax Preparer and Bookkeeper
Henderson, NV, 0101999 - Current
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Interviewed over 12,000 clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Provided information about available products and services, including bookkeeping and sales tax services, to clients, resulting in increased business opportunities.
  • Facilitated communication between clients and tax authorities.
  • Prepared US, multistate and international tax returns for business clients.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Prepared tax returns for clients in restaurant and service industies according to government regulations and requirements.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
Desert North Realty - Realty Agent
City, STATE, 0101201 - Current
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Reviewed market research data and changed sales plans accordingly.
  • Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
  • Negotiated contracts on behalf of clients.
  • Communicated with clients to understand property needs and preferences.
  • Accompanied buyers and sellers to home inspections and appraisals.
  • Negotiated, facilitated and managed real estate transactions.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Presented purchase offers to sellers for consideration.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Sold [Number] properties worth over $[Amount] in [Timeframe].
Allstate Insurance Co And Independent - Insurance Agent
City, STATE, 06/2021 - Current
  • Accurately inputted all patient and insurance information into company's computer system using [Software].
  • Maintained strong knowledge of basic medical terminology to better understand services and procedures.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Conducted research, gathered information from multiple sources and presented results.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Used coordination and planning skills to achieve results according to schedule.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.

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School Attended

  • Northern Arizona University

Job Titles Held:

  • Tax Preparer and Bookkeeper
  • Realty Agent
  • Insurance Agent


  • Bachelor of Arts

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