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tax preparer assistant resume example with 2+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Seasoned Hospitality professional competent in keeping guest needs balanced with business targets. Highly organized in handling administrative functions, leading teams and coordinating facility services. Smooth and efficient multitasker and planner.

Orderly crew member committed to maintaining clean and organized work areas for food prep and storage. Provides active support to cooks by sanitizing equipment and tools, monitoring food portions and filling containers for take-out requests. Eager to help new staff members develop quick, clean workflows without sacrificing service quality.

Skills

    Bookeeping , Micrsoft, Excel, Quickbooks, Cash handlings, Collections proficiency.

    Customer service, Time management, sales promotion, food processing

Work History
02/2020 to 06/2022
Tax Preparer Assistant H&R Block, Inc. Richmond, VA,
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Facilitated communication between clients and tax authorities.
  • Offered clients recommendations to reduce tax liabilities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns. Examples: Income tax customer service. preparation and adminstration Registration of customers via tax information sheet
  • Verification of customer documents against their IDs
  • Data entry of custom documents (eg; W2s, 1099, 1098, and other forms)
  • Follow up with customer Refunds ,debts, with the Internal Revnue Services
  • Follow up with different Banks to resolve customer Issues relating to received but uncredited funds.
  • Filling and storage of customer files in our secure Room.
  • Reconciliation and Debt Collection: Credit drive
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
08/2022 to 09/2022
Front Desk Receptionist Marriott International Palm Beach Shores, FL,
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
  • Resolved customer issues quickly and notified supervisor immediately when problems escalated.
  • Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
  • Transcribed phone messages and relayed to appropriate personnel.
  • Used internal software to process reservations, check-ins and check-outs.
  • Collected room deposits, fees and payments.
  • Monitored office supplies by checking inventory and placing orders.
  • Used quick response and dynamic service skills to build relationships with patrons, improving customer retention rate.
  • Confirmed relevant guest information and payment methods to prevent fraud.
  • Retrieved mail, packages and documents on behalf of guests, promptly verifying receipt and arranging for pickup or transmittal.
  • Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
  • Prepared weekly employee work schedules for team members.
  • Promoted local entertainment and sporting events and offered details to assist patrons.
07/2022 to 10/2022
Crew Member Mcdonald's Mobile, AL,
  • Provided excellent customer service by greeting customers and meeting quality expectations.
  • Took orders, prepared meals and collected payments.
  • Kept food preparation area, equipment and utensils clean and sanitary.
  • Worked front counter, drive-thru and other areas.
  • Worked well with teammates and accepted coaching from management team.
  • Collaborated with team members to complete orders.
  • Assisted other team members to achieve goals.
  • Prepared products following restaurant, health, and safety standards and procedures.
  • Became familiar with products to answer questions and make suggestions.
  • Prepared and cooked food orders for customers by noting customizations and portion sizes.
  • Supported great dining and meal experiences for guests.
  • Accurately operated cash register to process customer payments.
  • Kept kitchen, counter and dining areas cleaned and sanitized.
  • Kept drawer balanced by accurately processing cash, credit and debit payments.
  • Checked on dining areas frequently to clean up spills, wipe down tables and restock stations.
  • Performed serving, cleaning and stocking to high standards and provided excellent customer satisfaction.
  • Properly labeled and stored food and fresh ingredients in cooler or freezer to optimize freshness.
  • Readied customers' take-out orders in secure bags with appropriate amounts of condiments, silverware and napkins.
  • Scanned shelves and product cases for expired stock and discarded outdated or spoiled items.
  • Reconciled receipt totals, cash and credit payments to address shortages.
Education
Expected in 09/2022 to to
Freshman : Accounting And Computer Science. Finance Marketing
Salem State University - Salem, MA
GPA:
Expected in 06/2022 to to
Diploma : Accounting
Classical High School School - 235 O’callaghan Way,,
GPA:
  • Received scholarship: CLASSICAL alumina
  • Elected Captain of lady RAMS
  • Dean's List 9-12th grade 2019-2022
  • Continuing education in Accounting’s
  • Completed professional development in Data Entry
Additional Information

NAS tax training class 2019-2021

Youth leader and Coordinator: Universal christian Evangelistisc Church 2020Current

Memeber of the African American CLub2022 -2021

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Resume Overview

School Attended

  • Salem State University
  • Classical High School School

Job Titles Held:

  • Tax Preparer Assistant
  • Front Desk Receptionist
  • Crew Member

Degrees

  • Freshman
  • Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

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