- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
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- Date of Birth:
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Motivated Tax Preparer offering over 4 plus years of experience in growing tax services company. Expert in preparing state and federal tax returns for individuals, non-profit organizations, corporations, and partnerships. Successful in uncovering unclaimed deductions and maximizing tax refunds. Enthusiastic Tax Professional experienced in tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 4 plus years of industry expertise. Specializing in individual and small business tax planning and tax return preparation. Expert in maximizing returns by uncovering unclaimed deductions. Detail-oriented and quick to implement changes in tax regulations into daily procedures. Skilled in generating new business through personalized relationship building. Focused on conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. High-performing 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.
Ambitious Quality Analyst with track record of dependability and leadership. Knowledgeable in QA methodology with proven history of reducing errors to increase quality. Proficient in preparing test cases, plans and scripts. Dedicated to analyzing and resolving defects. Motivated Quality Analyst with superior analytical and troubleshooting talents. Background of 24 years of QA experience in all phases of life cycle. Adept at using both manual and automated testing tools to troubleshoot systems. Accurate Quality Analyst with 24 years of experience in quality assurance field. Excellent skills in functional and integration software testing techniques. Mastery of analyzing and modifying software applications for better functions and user-friendly experiences. Experienced Quality Control Analyst with demonstrated track record of improving products and procedures by leveraging hands-on inspections, testing methods and data analysis. Disciplined professional with systematic approach. Applies excellent attention to detail and critical reasoning to successfully conduct experiments.
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Liberty Tax Service – Zephyrhills, FL,
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Completed and filed returns with tax departments at local, state and federal levels.
- 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.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Oversaw team of 2 tax professionals handling up to clients per year.
- Facilitated integration of modern tax software with client accounting software.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Delivered comprehensive tax documentation required for accurate individual returns
Concentra – Darien, IL,
- Developed 23 years of test scripts utilizing comprehensive business requirements, functional documentation and processes.
- Performed root cause analysis
- Performs moderately complex quality assurance assignments and projects; participates in new models development process; performs Quality Management System documentation activities
- · Coordinates moderately complex product/process capability studies
- Leads problem solving teams; identifies root causes, implements corrective actions and verifies effectiveness
- Performs statistical analysis used in problem solving, quality improvement projects & Six Sigma teams
- Performs layouts, reads and understands geometric dimensioning and tolerancing (GD&T)
- Investigates customer complaints, develops corrective action plans and verifies effectiveness
- Assist with the development of Control Plans
- Performs other duties as assigned
Howley Bread Group – Lincoln, RI,
- Cross-trained existing employees to maximize team agility and performance.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
- Supervised 6 of employees and shop by monitoring activities, coaching and offering hands-on support.
- Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants.
- Trained and guided team members to maintain high productivity and performance.
- Hired, trained and mentored staff to maximize effectiveness.
- Reduced workflow inconsistencies by recruiting and hiring capable staff members.
- Trained new employees in specific job requirements.
- Delivered feedback to decision-makers regarding employee performance and training needs.
Kaplan University - Davenport, IA
University of Phoenix - Tempe, AZ
University of Phoenix - Tempe, AZ
Opelika Technical College - Auburn, AL,
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School Attended
- Kaplan University
- University of Phoenix
- University of Phoenix
- Opelika Technical College
Job Titles Held:
- Tax Preparer
- Quality Analyst II
- Manager
Degrees
- Master of Science
- Bachelor of Science
- Associate of Arts
- Certificate
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