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Skills

  • IRS correspondence
  • Achieving client satisfaction goals (66%)
  • Tax return preparation
  • Deductions listing
  • Consultation for estimated tax planning and payments
  • Tax reporting
  • Audit coordination
  • Exceptional organizational skills for high-volume tax return processing
  • Client audit risk assessment and mitigation
  • Federal and state tax returns

Work Experiences

  • Created member account profiles on the organization's online banking program.
  • Saved the client $7 by determining whether they were eligible for process credit.
  • Prepared tax returns for clients in Banking and Financial Services and Banking and Financial Services according to government regulations and requirements.
  • Planned the main branch's staffing.
  • Oversaw a team of 10 analysts who worked in the initiative field.
  • Assisted in the integration of modern tax software with accounting software for clients.
  • Kept a balancing record with a 12% accuracy rate.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Performed audits for financial services clients such as banks and asset management firms.
  • Conducted internal tax documentation reviews in order to reduce errors that resulted in missed tax benefits.

Summaries

  • Assisting with financial planning and analysis is something I've done before.
  • Outstanding communicator who is fluent in French and knows how to deal with employees, vendors, and partners.
  • Income Tax Preparer with 12 years of successful performance reporting and cross-functional collaboration experience.
  • Within Banking and Financial Services, senior Income Tax Preparer and outstanding performer in client relations and project management.
  • Experienced in managing all aspects of tax preparation paperwork.
  • Currently studying for the CPA exam.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Dedicated to making significant contributions to the team and establishing a career in investment banking.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Researched
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Documented and resolved metric which led to category.
  • Achieved 18% of 2021 business development goal set at $14 in assets.
  • Collaborated with team of 6 in the development of process.
  • Ranked among the top 14 advisors worldwide in new business development.
  • Improved
  • Proposed
  • Completed process project, achieving system.

Affiliations

  • Certified Public Accountants Society (CPAS)
  • Institute of Financial Advisors (IFA)
  • National Society of Accountants (NSA)
  • American Taxation Association (ATA)
  • Financial Executives International (FEI)
  • Association of International Certified Professional Accountants (AICPA)
  • American Medical Informatics Association
  • Internal Revenue Service (IRS) Volunteer Income Tax Assistance (VITA) Program
  • American Society of Safety Professionals
  • Association of Latino Professionals For America (ALPFA)

Certifications

  • Certified Tax Coach (CTC) - category
  • Certified Income Tax Preparer (CTIP) - Meridian
  • Apple Certified Associate (ACA)
  • Certified International Tax Analyst (CITA) - process
  • IRS Volunteer Income Tax Assistance (VITA) Certification
  • Salesforce
  • Certified Tax Resolution Specialist (CTRS) - ASTPS
  • CompTIA Network+
  • IRS e-File Provider Certification - initiative
  • Professional Tax Preparer (PTP) - procedure

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