Marcy Robinson
Summary
Dynamic Tax Specialist with proven expertise at Liberty Tax Service, excelling in tax return preparation and research. Recognized for enhancing filing processes and ensuring compliance, while delivering exceptional client support. Proficient in tax software and adept at documentation, fostering efficiency and accuracy in all operations.
Overview
6
6
years of professional experience
Work History
Tax Specialist
Liberty Tax Service
01.2020 - Current
- Assisted in preparing tax returns for individual and business clients, ensuring compliance with current regulations.
- Supported senior tax specialists in conducting tax research and analysis to identify opportunities for client savings.
- Maintained accurate records of client information and documentation, enhancing data retrieval efficiency.
- Collaborated with team members to streamline filing processes, improving turnaround times for client services.
- Reviewed financial documents for accuracy, contributing to the quality assurance of tax preparations.
- Responded to client inquiries regarding documentation requirements, fostering clear communication and understanding.
- Maintained thorough and current understanding of applicable tax laws.
Intake Specialist
West End Covid Clinic
12.2019 - 02.2020
- Conducted patient intake assessments to gather critical health information and ensure compliance with clinic protocols.
- Implemented electronic health record (EHR) updates to maintain accurate patient information and streamline documentation processes.
- Assisted in training new staff on intake procedures, enhancing team efficiency and service quality within the clinic.
- Developed and maintained a comprehensive knowledge of COVID-19 guidelines to provide accurate information to patients.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
- Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
Education
Administrative Assistant
Sault College of Applied Arts And Technology
Sault Ste. Marie, NoneSkills
- Tax advisory services
- Indirect taxation
- Tax process improvement
- Documentation skills
- Tax research
- Tax return preparation
- Tax software proficiency
- File management
- Dispute resolution
- Audit support
Languages
English
Full Professional
Timeline
Tax Specialist
Liberty Tax Service
01.2020 - Current
Intake Specialist
West End Covid Clinic
12.2019 - 02.2020
Administrative Assistant
Sault College of Applied Arts And Technology
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