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Skills

  • Valuations and estimations
  • Administrative support
  • Deductions understanding
  • Tax advising
  • Client financial analysis
  • Adaptability to change in tax regulations
  • CCTV
  • Customer service
  • Security systems
  • Process optimization

Work Experiences

  • Used federal and state government regulations to prepare accurate and compliant tax returns for clients in the Accounting and Finance.
  • Assisted with foreign reporting requirements.
  • Acted as a liaison between clients and tax authorities, such as IRS agents.
  • Achieved 57% on-time payment from clients.
  • Discovered that the client was eligible for framework credit and was able to save $13.
  • Assisted with preparing and filing over 16 tax returns annually, achieving a client satisfaction rate of 39%.
  • Assisted clients in estimating tax liabilities.
  • Prepared individual income, gift, and estate tax returns for the United States and states.
  • Gathered detailed information and required paperwork from clients to complete tax returns.
  • Analyzed client tax profiles.

Summaries

  • Skilled at implementing new tax regulations without compromising the quality of tax returns.
  • Through stringent record-keeping and documentation standards, we were able to reduce tax-related penalties.
  • Standard and system have a proven track record.
  • Strong technical skills and experience in data analysis.
  • Looking forward to taking on a new challenge with a successful team.
  • Proficient Tax Professional Assistant knowledgeable about workflow optimization and stakeholder engagement. Dedicated to developing acquired skills and becoming valued team member for Lakeside Partners. Hardworking and reliable with interpersonal, administrative and critical thinking skills.
  • Quick learner with strong communication skills and a mature demeanor.
  • ITIL certified
  • Continuous team development and bottom-line profitability are priorities.
  • Driven Tax Professional Assistant who excels at analyzing financial histories and preparing accurate tax returns for customers from all walks of life.

Accomplishments

  • Contributed to refining internal payroll tax filing processes, which shortened preparation timelines by 19% and improved client satisfaction.
  • Improved the billing process for tax preparation services, achieving 83% on-time payments from clients within 6 months.
  • Facilitated payroll tax dispute resolution with tax authorities, achieving favorable outcomes for 70% of cases handled in 2019.
  • Worked closely with accounts receivable teams to ensure that client payments for tax services were processed efficiently, resulting in 16% fewer late payments.
  • Successfully prepared and filed multi-state tax returns for 8 clients, ensuring full compliance with disparate tax regulations.
  • Managed client bookkeeping tasks related to tax preparation, ensuring 6 ledgers were accurately balanced by filing deadlines.
  • Developed customized tax advice for clients, helping to reduce their taxable income through legal tax minimization strategies and achieving 18% in savings.
  • Trained junior tax assistants on payroll tax filing software, enhancing team-wide productivity by 82%.
  • Completed quarterly payroll tax filings for 10 clients, ensuring accurate and compliant submissions aligned with state and federal regulations.
  • Assisted in the preparation of year-end tax returns for small businesses, achieving 58% accuracy rate and preventing potential audit risks.

Affiliations

  • Engaged with the Multi-State Tax Commission (MTC) for knowledge-sharing regarding multi-state tax laws and corporate filing requirements.
  • Member of the Society of Trust and Estate Practitioners (STEP), focusing on tax implications in the management of high-asset estates.
  • Volunteer tax preparer for the Taxpayer Advocate Service's Low Income Taxpayer Clinics (LITC), helping to resolve audit disputes for underserved clients.
  • Active participant of local Chamber of Commerce tax-focused committees, contributing to legislative reviews impacting small business taxes.
  • Conferred with the National Association of Enrolled Agents (NAEA), specializing in representation during IRS examinations and appeals.
  • Affiliated with the Accounting and Tax Professionals Association (ATPA) since 2023, attending continuing education courses focused on tax audit strategies and resolution.
  • Completed the IRS Annual Filing Season Program (AFSP), receiving recognition for tax return preparation proficiency.
  • Trained in tax research skills through the Tax Foundation, specializing in analyzing and adopting federal and local tax changes.
  • Published an article in the Journal of Multistate Taxation and Incentives on methods for optimizing tax compliance across jurisdictions.
  • Attending workshops organized by the Hispanic Association of Tax Preparers (HATP), focusing on bilingual tax representation and audit support.

Certifications

  • Microsoft Office Specialist (MOS): Excel Expert - procedure
  • Cost Accounting and Taxation Specialist (CATS) Certification - standard
  • Advanced Payroll Certificate - metric
  • Cisco Certified Internetwork Expert (CCIE)
  • Business and Corporate Taxation Certificate - framework
  • Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB)
  • Certified Financial Services Auditor (CFSA) - Institute of Internal Auditors (IIA)
  • ServSafe
  • CompTIA Network+
  • Salesforce

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