Detail-oriented Tax Preparer with 6 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
27
27
years of professional experience
Work History
Professional Tax Preparer
H&RBlock
01.2018 - 05.2023
Completed and filed returns with tax department.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained compliance by adhering to current tax laws and regulations.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Assessed client tax situations to determine best filing options.
Offered clients recommendations to reduce tax liabilities.
Analyzed financial records to verify accuracy of tax returns.
Developed tax plans and projections to help clients meet objectives.
Utilized tax software to prepare returns and meet deadlines.
Collaborated with clients to answer questions and provide advice on tax matters.
Medical Front Office Supervisor
Belhoul Speciality Hospital
12.2004 - 08.2013
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
Delegated tasks to administrative support staff to organize and improve office efficiency.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Implemented project management techniques to overcome obstacles and increase team productivity.
Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
Monitored front areas so that questions could be promptly addressed.
Kept high average of performance evaluations.
Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Improved office operations by automating client correspondence, record tracking and data communications.
Fitness Instructor
Laure DeLys
08.2000 - 04.2024
Explained and demonstrated safe and appropriate exercises for clients of various fitness and physical abilities.
Explained use of exercise equipment to all participants, prioritizing safety at all times.
Designed innovative fitness plans to keep clients engaged.
Maintained clean and organized workout environment to enhance overall fitness experience.
Physical Therapist
Iriga City Physical Therapy & Rehabilitation Cente
09.1998 - 04.2000
Conducted clinical assessment and evaluation to determine patient needs.
Managed acute and chronic conditions with full understanding regarding complex therapy needs.
Supported patients' progress and physical health by prescribing and demonstrating at-home exercises.
Delivered home care therapy to long-term care patients and assisted with ROM and stretching exercises.
Observed and recorded patients' responses to therapies and exercises to report to practitioners and recommend adjustments to treatment plans.
Applied manual techniques and therapeutic exercises to improve range of motion, strength, balance and coordination.
Assessed patient needs through physical exams and evaluations to develop personalized treatment plans.
Educated families and patients on proper body mechanics and self-care practices to improve long-term outcomes.
Educated patients on proper body mechanics and injury prevention to avoid risk of re-injury.
Administered therapeutic treatments to ease pain and facilitate healing of injuries.
Physical Therapist
Bicol Rehab Network
08.1997 - 08.1998
Education
Certificate - Taxation Level 3 Rentals And Investments
H&RBlock, Canada
Abbotsford, BC
11.2021
Certificate - Taxation Level 2
H&R Block, Canada
Abbotsford, BC
12.2018
Certificate - Fundamental of Income Tax
H&RBlock, Canada
Abbotsford
09.2017
Bachelor of Science - Physical Therapy
Bachelor Of Science in Physical Therapy
Legazpi City,Philippines
03.1997
Skills
Data Inputting
Customer Interaction
Tax Documentation
Customer Satisfaction
Prepare Returns
Information Processing
Client Tax Services
Trained in Tax Software
Office Support
Time Management
Organizational Abilities
Understanding of Applicable Laws
Document Preparation
Detailed Documentation
Timeline
Professional Tax Preparer
H&RBlock
01.2018 - 05.2023
Medical Front Office Supervisor
Belhoul Speciality Hospital
12.2004 - 08.2013
Fitness Instructor
Laure DeLys
08.2000 - 04.2024
Physical Therapist
Iriga City Physical Therapy & Rehabilitation Cente
09.1998 - 04.2000
Physical Therapist
Bicol Rehab Network
08.1997 - 08.1998
Certificate - Taxation Level 3 Rentals And Investments