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Summary of Qualifications
Analytical leader with a work history of consistently exceeding performance objectives.
Experience collaborating effectively with a diverse team of personnel in a dynamic and fast-paced setting.
Stellar listening, verbal communication and interpersonal skills to build relationships with key stakeholders.
Solid time management, attention to detail and organizational skills, including prioritizing tasks.
Proficient with the Windows operating system; Microsoft Office Suite; and Drake software.
Areas of Expertise
> Accounts Payable/Receivable > Client Relations > Tax Returns
> Accounting Tax Software > Problem Solving > Teamwork/Collaboration
Professional Experience
Tax Preparer, DMC Tax Services Miramar, XXXXXX 2010-2015
Built and maintained relationships with clients and colleagues in a fast-paced setting.
Interviewed clientele to collect vital information in order to complete their tax return.
Educated individuals and small business owners about tax laws.
Ensured that clients received the maximum benefit permitted under federal and state tax law.
Analyzed the income statements as well as expenses of individual customers.
Demonstrated expertise of forms W-2, W-4, W-9, 1099-S, Schedule C and other tax forms.
Followed the federal or state tax code to compute taxed owed or refund to the client.
Uncovered potential deductions and credits and advised clients against potential tax liabilities.
Filed extensions and prepared amended returns as needed.
Responded to IRS notices in an accurate, timely and efficient manner.
Education and Training
Associate of Science (AS), Computer Science
Monroe College Bronx, NY
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