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San Diego, CaliforniA

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SUMMARY:

To serve individuals & small businesses owners seeking tax compliance by providing competent assistance for federal & state income tax matters including tax planning opportunities.

PROFESSIONAL EXPERIENCE:

Confidential, San Diego, California

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Responsibilities:

  • Served as senior tax adviser assisting team of attorneys, CPAs, and experienced Confidential & Confidential Block tax preparers by providing competent, relevant tax assistance (via Oracle’s on demand chat room portal) to Confidential & Confidential Block individual tax program users.
  • Management recognition for quality tax assistance resulting in assignment to Escalation team providing Email tax guidance for individual Confidential (including multi - state) income tax guidance.
  • Utilized tax law reference materials (both Confidential & Confidential Block knowledge based as well as external Internet tax research websites) and personal professional income tax reference materials.

Confidential, La Mesa, California

Senior Tax Preparer / Tax Research Specialist

Responsibilities:

  • Full-time Senior Tax Preparer assigned to prepare more complex individual income tax returns including multi-state tax filing compliance along with international tax filings.
  • Also prepared numerous small business income tax returns.
  • Took initiative to provide relevant and ethical tax planning opportunities to mitigate tax burden for clients including written tax guidance for clients requesting documentation of dedicated tax research.
  • Also mentored less experienced professional tax staff working closely with firm partners for improving quality assurance of firm tax preparation services.

Confidential, Springfield, Illinois

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Responsibilities:

  • Provided customer support (remotely by phone or in computer chat sessions) regarding both Confidential income tax advice to assist Confidential software customers with tax compliance issues as well as data entry issues related to preparing their own tax returns filed either electronically or printed paper forms.

Confidential, Springfield, Illinois

Loan Doc Specialist

Responsibilities:

  • Contractual loan analyst performing initial review on purchased home mortgage loans with an emphasis on fraud risk management duties in order to screen mortgages for residences as well as investment properties.

Confidential, Springfield, Illinois

Lead Accountant

Responsibilities:

  • Contractual accounting position reviewing and approving expenditures for various state government funds plus special project auditing travel voucher for compliance with IL Confidential & Family Services ( Confidential ) & Governor’s Travel Board policies.

Confidential, Springfield, Illinois

Lead Accountant

Responsibilities:

  • Temporary contractual accounting position involving reviewing and approving expenditures for various state government funds as well as special project assignments including travel voucher analysis.
  • Also, prepared small business income tax returns and individual income tax returns as a sole practitioner during evening and weekend hours.
  • Special business consulting projects included assisting a minority owned business obtain financing under Confidential .
  • Small Business Administration 7(a) loan program.

Confidential, Springfield, Illinois

Director of Tax Services

Responsibilities:

  • Cultivated new source of clients for insurance agency with focus on small businesses needing accounting, payroll, and income tax services.
  • Designed seminar presentations using Power Point software to persuade prospective clients that Confidential offered not only tremendous value and selection of financial services but also provided educational tools.

Confidential, Springfield, Illinois

Senior Tax Preparer

Responsibilities:

  • Assisted Executive Accountants by preparing Confidential individual income tax returns for funeral directors and their employees.
  • My attention to important details and passion to generate quality results revealed a software deficiency involving multiple state income tax filers resulting in the necessary correction by the tax software provider Confidential .

Confidential, Springfield, Illinois

Full-Time Seasonal Employee

Responsibilities:

  • Lead Tax Preparer at Sears office providing retail income tax preparation services to local individuals.
  • Utilized interview techniques and computer data entry skills to provide high quality tax preparation for both returning and new customers.
  • Recognized at annual awards banquet for “Client Focus” orientation skills.

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