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Tax Preparer Resume Example

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TAX PREPARER
Summary

Talented tax preparation professional with expertise in completing returns accurately and efficiently.

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.

Skills
  • Tax accounting
  • Benefits documentation
  • Deductions understanding
  • Multi-state tax filing
  • Tax liability management
  • Insurance sales strategy
  • Asset protection expertise
  • Client account management
  • Cross-selling and upselling
  • Customer follow-up
  • Customer service
  • Bookkeeping operations
  • Data collection and sampling
  • Internal controls and audits
  • Payroll processing
  • Financial reporting
  • Account reconciliation
  • Financial statement preparation
Experience
Tax PreparerJMN Multiservices | Fort Worth, TX | November 2018 - December 2019
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
  • Managed deliverables such as tax returns, extensions and tax planning calculations.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Exceeded company sales goals for new policies.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Analyzed customer needs and provided best options, upselling products and services.
Accounting AssistantLegisla | Guayaquil-Ecuador , G | March 2013 - November 2015
  • Reconciled all expenses and accounts, including company credit cards and expense accounts.
  • Evaluated financial statements and computed ratios to determine performance of different operational divisions.
  • Prepared payroll reports and examined payroll register to detect errors and improve accounting accuracy.
  • Calculated and determined accurate monthly revenues by reconciling and reviewing operations databases and accounting system records.
  • Coordinated budget information by assessing estimated income and expenses as well as historical budgets.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Resolved vendor and employee inquiries about invoices and purchases quickly through research.
  • Verified items billed against items received and followed-up with vendors and employees to reconcile variances.
  • Gathered data and uncovered fraud, embezzlement or liabilities during auditing procedures.
  • Maintained account books and accounting systems with accuracy by entering data precisely and proofreading.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.
  • Prepared weekly payroll for team of salaried and hourly employees.
  • Evaluated expense reports for accuracy and adherence to company policies.
  • Gathered all banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Investigated and resolved discrepancies in monthly bank accounts.
  • Tracked employee time and attendance for payroll.
Teller AssociatePrevisora Bank | Esmeraldas-Ecuador, E | October 2010 - March 2013
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Gathered, reviewed and sent loan documents to customers by working closely with loan staff.
  • Promoted and sold banking products and financial services.
  • Opened new accounts and served existing customers based on individual financial needs.
  • Processed all sales transactions accurately and promptly to prevent long customer wait times.
  • Researched account information regarding loans and deposits.
  • Created and maintained reports and journals for loans and transactions.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Completed monthly audits and managed overdraft reports.
  • Kept teller window areas clean, organized and fully stocked.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Verified amounts and integrity of every check or funds transfer.
Education and Training
High School DiplomaFrances Hight School | | Esmeraldas-Ecuador , E | January 1999
BBA: Business AdministrationHillsborough Community College | | Tampa, FL | Expected in May 2023
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Resume Overview

Companies Worked For:

  • JMN Multiservices
  • Legisla
  • Previsora Bank

School Attended

  • Frances Hight School
  • Hillsborough Community College

Job Titles Held:

  • Tax Preparer
  • Accounting Assistant
  • Teller Associate

Degrees

  • High School Diploma
    BBA : Business Administration

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