LiveCareer-Resume

tax specialist 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
  • :
Skills
  • Tax Preparation
  • Phone calls
  • Quickbooks
  • Accounting software
  • Salesforce
  • User experience
  • Provide feedback
  • Project schedules
  • System performance
  • Information Services
  • Collaboration skills
  • Operating procedures
  • Process optimization
  • Workforce management
  • Subject matter expert
  • Content management tools
Professional Summary

Tax Specialist at Cash App Taxes (formally Credit Karma Tax), Experienced Customer Service/Cliental Based Service

Skilled Technologist with experience configuring computers, servers, and peripheral devices to work within established company and security parameters. Adept at managing permissions, filters, and file sharing. Devoted troubleshooter with a deep understanding of system architecture and diagnostics. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Professional Experience
Tax Specialist, 11/2021 to Current
Cambridge Associates LlcDallas, TX,
  • Manage associates and worked with supervisors to get through cases and taxes returns. Help customers receive their tax returns. Informing customers of updated tax policies. Answering emails from customers and providing information
  • Handling customer complaints in a professional, brief manner to create an efficient and effective workplace
  • Preparing State and federal (1040) prior year returns for clients
  • familiar with tax forms schedule C, 941, and 941X regularly using PPP and ERC,
  • Preparing State and federal (1040) prior years year returns for clients
  • Managed tax submissions and made sure all information complied with regulations.
  • Reconciled and produced federal and state tax documents for corporate, and private businesses and customers.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • 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.
Transaction Coordinator, 03/2021 to 03/2022
OpendoorNashville, TN,
  • Manage my team using leadership skills to be as efficient as possible Using Top tier negotiation skills to work through contracts with clients Updating clients often on residential housing markets Informing clients on how they can rent or buy and working their best interests in mind all times
  • Keeping up to date and staying knowledgeable about the real estate market Working with other professionals such as lenders, other realtors, and clients to produce the best outcome.
  • Performed routine closings, maintained clean, accurate, and accessible records, and kept a close eye on transaction updates throughout each quarter.
  • Complied with established internal controls and policies.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Salesforce Architect, 03/2020 to 03/2021
IqviaOcotillo, AZ,
  • Installed, configured, tested, and maintained operating systems, application software, and system management tools.
  • Worked closely with customers, internal staff, and other stakeholders to determine the planning, implementation, and integration of system oriented projects.
  • Participated in system development life cycle from requirements analysis through system implementation.
  • Provided 2nd and 3rd level technical support and troubleshooting to internal and external clients.
  • Monitored and tested application performance to identify potential bottlenecks, develop solutions, and collaborate with developers on solution implementation.
  • Managed the use of various types of databases and configured, installed, and upgraded new ones.
  • Managed and monitored installed systems for the highest level of availability.
  • Installed, configured, tested, and maintained operating systems, application software, and system management tools.
  • Worked closely with customers, internal staff, and other stakeholders to determine the planning, implementation, and integration of system-oriented projects.
HR, 03/2021 to 03/2022
AY BrokerageCity, STATE,
  • Customer service/ social media marketing, brokerage, and Update social media marketing. Answering phone calls helps customers and provides information
  • Educate new clients on the company and services we provide. Reach out to networking events and schedule Events
  • Found ways to the customer experience by taking accountability and acting as a store Brand Ambassador
  • Educate new clients on the company and services we provide. Reach out to networking events and schedule Events
  • Briefed new hires on essential job information, such as company policies, employment benefits, and job duties.
  • Worked with managers to achieve compliance with organizational policies, providing clarifying information and recommending necessary changes.
  • Briefed new hires on essential job information, such as company policies, employment benefits and job duties.
Education
BBA: Finance And Business, Expected in to University of Houston - Houston, TX
GPA:
  • Business and Finance

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Resume Overview

School Attended

  • University of Houston

Job Titles Held:

  • Tax Specialist
  • Transaction Coordinator
  • Salesforce Architect
  • HR

Degrees

  • BBA

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