Motivated tax preparer with a proven track record in managing client appointments and ensuring accurate filings. Skilled in accounting software and maintaining strong client relationships, dedicated to providing personalized service and tax planning strategies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Preparer
Tax Cares LLC
1800 Sutter St Concord CA 94520
01.2026 - Current
Prepared and filed individual tax returns accurately and efficiently.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
Assisted clients in understanding tax obligations and available deductions.
Reviewed financial documents for compliance with federal and state regulations.
Managed client appointments, ensuring timely completion of tax preparation services.
Conducted thorough data entry using accounting software to maintain accurate records.
Researched tax laws to provide clients with up-to-date information on changes affecting filings.
Developed strong client relationships through effective communication and personalized service.
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Completed and filed returns with tax departments at local, state, and federal levels.
Educated clients on tax planning strategies, helping them save money in future years.
Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Business Administrator
JC American Parking & Control
1800 Sutter St Concord CA 94520
12.2025 - Current
Coordinated scheduling and logistics for parking enforcement staff to ensure operational efficiency.
Coordinated scheduling and logistics for Security enforcement staff to ensure operational efficiency.
Collaborated with management on process improvements to increase overall service delivery effectiveness.
Coordinated company-wide events, including conferences, meetings, and workshops, ensuring seamless execution and positive attendee experience.
Developed training materials for new hires, enhancing onboarding processes and team integration.
Assisted in daily operations by managing customer inquiries and providing exceptional service.
Developed strong relationships with clients and vendors, ensuring timely communication and issue resolution.
Led design and review sessions with technical and business staff.
IN N OUT
IN N OUT BURGER
570 Contra Costa Blvd Pleasant Hill CA 94523
08.2021 - 12.2025
Demonstrated self-motivation by effectively managing tasks and responsibilities in various settings.
Adapted quickly to fast-paced work environments by prioritizing tasks and maintaining productivity.
Displayed ability to work independently while collaborating with team members to achieve common goals.
Demonstrated quick learning and adaptability in various roles and responsibilities.
Demonstrated respect, friendliness, and willingness to help wherever needed.
Worked well in a team setting, providing support and guidance.
Assisted with day-to-day operations, working efficiently and productively with all team members.