Tax Specialist resume examples

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Skillful Tax Specialist resume

Joannie Maldonado Rivera
Summary

Friendly Customer Service experience with can-do attitude and willingness to help at all times. Seasoned customer service specialist with background in providing advice on diverse customer situations.

Data Entry, Accounting experience, I love to work as a team with everyone.

Highlights
  • Bilingual Fluent English & Spanish
  • Knowledge in Microsoft Office, Outlook, Word, Excel,
  • Knowledge in Quick books - Payroll, Book keeping, & Accounts
  • Adobe, Sales Force TOPS & CINC, Tax software proficiency
  • Public Notary
  • Strong client relations point,
  • Quick learner
  • Scheduling
  • Compliance testing knowledge
  • Strong organizational skills
Experience
Receptionist/Customer Services/Admin Assistant 07/2018 to Current SWFL CAM Services Fort Myers, FL
  • Multi Task answering phone and computer work
  • TOPS & CINC Software Program
  • Work ARC or ACC modification applications to condo & Homeowner Board for approvals
  • Certificate Of Approvals for home or units purchase/Lease
  • Organize and filing
  • Lee county Property Appraiser
  • Lee Clerk.Org (For Condo or HOA Docs & By Laws)
  • Estoppel Request & Condo questionnaires
  • Collecting payments for HOA's , Over due payment, App fees, Questionnaires
  • Mail Outs
  • Excel spread sheets (Accounting)
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions
  • Managed and anticipated clerical needs of company employees, including copying, faxing and file management
Bilingual Certified Tax Specialist 11/2015 to 04/2019 HR Block Fort Myers, FL
  • Filing 1040 EZ,1040A Schedule A B C D & Self Employment Taxes, Amendments & Audits
  • Microsoft Outlook, HR Block software, E file , Tax Act
  • Politely assisted customers in person and via telephone
  • Provided an elevated customer experience to generate a loyal clientèle
  • Answered product questions with up-to-date knowledge of sales and store promotions
  • Developed reputation as an efficient service provider with high levels of accuracy
  • Provided onsite training
  • Created communication strategies to meet client objectives
  • Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival
Administrative Assistant / Accountant (Temp) 05/2019 to 07/2019 Crown Linen LLC Fort Myers, FL
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company policies and procedures
  • Processed financial documents including contracts, expense reports and invoices
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management
  • Tracked and submitted employee time sheets to accounting department for payroll processing
  • Created and maintained spreadsheets and developed administrative and logistical reports
Bilingual Customer Service Representative/ Shipping Department Assistant Manager 05/2017 to 12/2017 Direct Cellars Fort Myers, FL
  • Inbound out bound calls nation wide / and UK for wine club members
  • UPS Exceptions for address updates, orders returned to sender Emailed or Left Voice mails
  • Wine Direct Software & Company Website
  • Exigo Administration site software
  • Company Outlook Software
  • Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies.
  • Consulted club members and distributors out in the field to progress more along with company
Bilingual Enrollment Specialist 12/2014 to 08/2015 Alta Resources Gateway, FL
  • Website of BCBS & Market Place(Healthcare.gov) Enrollment
  • Described product to customers and accurately explained details and care of merchandise
  • Answered product questions with up-to-date knowledge of sales and store promotions
  • Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems
  • Accurately documented, researched and resolved customer service issues
  • Mastery of customer service management systems and databases
Accomplishments
Competitive Analysis
  • Performed competitive analysis to make recommendations for future company growth.

Accounting Reviews
    • Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
    Operated computers programmed with accounting software to record, store, and analyze information.
Skills


  • Client Relations
  • Computer Proficient
  • Creative Problem Solving
  • Customer Satisfaction
  • Lead Development
Education
High School Diploma 2006 New Direction Academy High School Fort Myers, FL  2 programs attended J.R.O.T.C (3yrs) J.R.O.T.C Drill team, Choirs, Business computer tech
Rasmussen College Fort Myers, FL studied in the fields of correctional officer, paralegal, attorney
References

Mattie Richardson:HR BLOCK Supervisor Fort Myers FL

Cell: 973-981-4224

Dirk Sauer:Sanibel Limo Company Owner Sanibel FL

Cell: 239-258-9420

Jaqueline Franco-Accountant

Cell-321-301-7545

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Job-winning Tax Specialist resume

Veronica Flores
Professional Summary
Dedicated and focused Administrative Assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.
Skills
  • Bilingual English and Spanish
  • Certified Administrative Assistant
  • Knowledge of Microsoft Office (Word,Outlook,Power Point,Excel)
  • Cross-Trained in Filing
  • Data entry ability and keyboarding 35 WPM
  • Excellent Interpersonal Skills
  • Social media knowledge
  • Works well both Independently and as a team member,takes initiative to solve problems
  • Able to Follow Protocols and Procedures
  • Energetic and Friendly with a warm,professional demeanor and proactive work Ethic 
Work History
St Bonaventure Church Front Desk Receptionist | Huntington Beach | May 2017 - Current
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Maintained a clean reception area, including lounge and associated areas.
  • Coordinated, scheduled and arranged meeting and travel calendars, including business and social events.
  • Sort and Distribute mail
Sarape Videos Cashier/Customer Service | Westminster | March 2014 - April 2016
  • Designed electronic file systems and maintained electronic and paper files.
  • Multi service Transfer Money IRA Financial Service
  • Sales
  • Earned management trust by serving as key holder, responsibly opening and closing store.
Sunport Agent Tax Specialist | Santa Ana CA | January 2013 - July 2013
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
  • Proactively researched technical tax issues related to consulting projects.
  • Filed tax returns and prepared governmental reports in compliance with strict standards.
Brother's Optical Laboratory Technician | Anaheim CA | April 2010 - November 2012
  • Maintained an up-to-date department organizational chart.
  • Responsible for receiving,cleaning and release lenses
  • Performed both routine and emergency maintenance on laboratory instruments.
Assurance Group Packaging Operator | West Caldwell NJ | February 2005 - October 2008
  • Made copies, sent faxes and handled all incoming and outgoing correspondence.
  • Dispersed incoming mail to correct recipients throughout the office.
  • Fulfillment Department Responsible for Checking,Scanning and Sending Correspondence
  • Scanning and Sending Government documents
  • Procured materials and supplies to complete daily tasks.
Caribe Viajes Tour Coordinator | Quito Ecuador | May 1999 - November 2003
  • Planned travel arrangements for executives and staff.
  • Maintained the front desk and reception area in a neat and organized fashion.
  • Tour Operator Responsible for making reservations (Hotels,Restaurants,Cruises)Coordinator of Guides and Transporters
Sandaes Turismo Tour Operator | Quito Ecuador | February 1998 - January 1999
  • Served as central point of contact for all outside vendors needing to gain access to the building.
  • Tour OperatorPlanned meetings and prepared conference rooms.
  • Responsible for Cruise sales to Galapagos Island.
  • Sales of International and Domestic Air tickets.
Education
Certificate Administrative Assistant School of Continuing Education, North Orange College Distric Anaheim CA, | 2017
Certificate ESL School of Continuing Education Cypress College Cypress, CA | 2012

Equivalent to A.A. Certificate Mayor Technology in Tourism Administration UCT University Quito Ecuador, | 2003

GED Cardenal High School Quito Ecuador, | 1998
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Top Tax Specialist skills

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Experienced Tax Specialist resume

SHARON STOVALL
Professional Summary
Efficient and reliable administrative professional (or enter alternate title)  committed to quality performance, cognitive thinking and management of organizational goals. Comprehensive background includes 5+ years of experience in data entry, compiling documents, coordinating schedules, and maintaining office supplies. Solid computer skills utilized in the preparation of correspondence, documents and spreadsheets. Seeking to leverage knowledge and experience into a (insert full title) role.
Skills
  • Excellent oral and written communication skills
  • Solid operational knowledge of Quickbooks, iRIMS, and Microsoft Office Suites including Word and Excel
  • Possess strong multi-tasking skills, with ability to simultaneously manage various projects and schedules
  • Adept in photocopying, filing, sorting, and distributing department paperwork
  • High degree of accuracy and attention to detail 
  • Strong knowledge of office management systems and procedures
Work History
Administrative Assistant 01/2015 to 01/2016
Lyondell Basell Industries Houston, TX
  • Maintained company's records and performed various administrative and archival tasks including scanning records, managing databases, document retrieval and check requests for payment
  • Submitted detailed expense reports and business requests through Concur system
  • Coordinated monthly department meetings, including schedules and information preparation and distribution
  • Gathered and sorted incoming mail, faxes, and courier parcels for distribution
  • Managed office supplies, vendors, organization and upkeep while adhering to a fixed office budget
Accounts Receivable Specialist 01/2012 to 01/2012
First Choice Tax Service Houston, TX
  • Assisted in reducing aged receivables from (enter $ amount) to (enter $ amount) by revamping A/R procedures and utilizing spreadsheets to enhance tracking of receivables
  • Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account
  • Reviewed all expense reports for accuracy and proper expense disclosure
  • Performed all invoice processing, purchase orders, expense reports, credit memos and payment transactions (applicable?)
  •  Posted receipts to appropriate general ledger accounts in Quickbooks
  • Coded and entered at least [enter number] invoices each day into the in-house accounting software
Administrative Assistant 01/2011 to 01/2012
Durmoye Realty, H-TEC Houston, TX
  • Researched (HOA) Home Owner Association information on foreclosed residential homes for payment on delinquent fees
  • Answered and managed incoming and outgoing calls while recording accurate messages
  • Completed data entry and setup accounts for the operation of utilities
  • Performed general accounting functions including account analysis and bank reconciliations
  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances
Tax Specialist 01/2007 to 01/2010
Litton Loan Servicing LP Houston, TX
  • Converted to a permanent employee after 1 year of contract work in the Payoff and Portfolio Retention department following superior performance and demonstrated ability to quickly learn and master complex concepts
  • Processed an average of 20 checks on a daily basis and conducted research on payment history and information to collate checks
  • Performed quality control on tax processes
  • Compiled and maintained related files and databases and disbursed additional tax amounts owed to correct parties
  • Verified CAR form for accuracy and daily maintenance to ensure funds were properly allocated within 24 hours
Site Service Specialist Office Clerk 01/2001 to 01/2007
Ikon Office Solutions Houston, TX
  • Generated and maintained inventory, photo copy, and collate documents for distribution, mailing and filing
  • Recorded and verified accuracy of work flow data to be entered for month-end account
  • Sorted, logged, and dispatched all office mail and faxes, to intended locations
  • Prepared, scanned, and distributed copies of various documents in high volumes
  • Ordered and maintained the inventory level of all needed office supplies
Selling Supervisor 02/1988 to 02/2000
Palais Royal Houston, TX
  • Supervised staff of (enter number) sales associates and (enter number) team leaders and assigned employees to specific duties to best meet the needs of the store
  • Increased profits through effective sales training and troubleshooting profit loss areas
  • Compiled, sorted and verified accuracy of data to be entered into computer using keyboard or scanning device
  • Telephone operation: coordinated incoming calls, receive messages, and referred callers to appropriate party.
  • Trained and evaluated new personnel in job duties, safety, and company polices, and performance requirements
  • Coordinated all aspects of sales promotion activities including training and sales techniques
Education
Enter Certificate Name: 2012 Houston Training Education Center - Houston, TX Intro to Business, Intro to Computers and Operations, Business Math, Accounting I and II, and Payroll Accounting
High School Diploma: Barbara Jordan High School - Houston, TX
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