• Prepared and filed tax returns for a diverse client base, ensuring accuracy and timely submission.• Pursuing Enrolled Agent certification to expand tax expertise and enhance firm reputation.• Resolved complex tax issues through in-depth research and interpretation of tax codes.• Built and nurtured strong client relationships, exceeding satisfaction with a 100% positive feedback rating.• Generated new business opportunities through targeted networking and referrals• Set and meet business goals to maintain the financial health of the business. • Stay up to date on tax software and technology.

• Prepare Personal Tax Returns by gathering and organizing client-provided data. • Create organized files and cross-reference data with client organizers for efficient data entry.• Assist in the preparation of Corporate, Partnership, Estate, Trusts, Gift, and Payroll Tax Returns. • Collaborate with supervisors to finalize returns and ensure compliance with IRS regulations.• Conduct research using software tools and internet resources to interpret and apply regulatory information and guidelines effectively to projects.

• Conducted tax planning with clients to estimate future tax liabilities and maximize potential refunds in the following year.• Offered exceptional customer service on the phone throughout the day.• Ensured accurate and up-to-date client information in CRM.• Collaborated with annuity companies to facilitate client registration and investment

I go into patient rooms in different buildings to take orders and deliver food to patients. I have to scan tickets to update the system on the time of food delivery and use FIFO to stock the refrigerator.