Tax Associate
Current
Cpa Firm
Plano, Texas, United States
- Prepared and filed individual, corporate, and partnership tax returns for 100+ clients in busy season, ensuring compliance with all tax laws and regulations
- Provided technical support to colleagues and clients, resulting in a 20% increase in team productivity and a 10% increase in client retention.
- Stayed up-to-date on changes in tax laws and regulations, providing timely and accurate advice to clients and ensuring compliance with all new requirements.
- Managed clients’ files and reports using the relevant software, including QuickBooks and Drake
- Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.