Patricia Sepulveda

**+ Years Experience as a Tax Professional, familiar with Tax Law, Clerical Office Assistant, IRS Audits, Tax Resolution, Research, Customer Service, Multi-Line Cold Calls, Retail Sales, POS, Loss Prevention, Inventory Management and extensive in office experience Fresno, CA 93726

ad3bxq@r.postjobfree.com

+1-559-***-****

I would like the opportunity to use my unique skill set and be an asset to your company. I am detail- oriented, I strictly follow company guidelines, work exceptionally well with others or independently. I am bilingual, and computer literate, and have over 20+ years of customer service experience with a background in security, asset protection inventory control, and auditing. I am an innovative thinker and problem solver. I have an extensive clerical background, computer skills, multi-phone line, and tax law. I have to my remote home office prepared to start work immediately. Authorized to work in the US for any employer

Work Experience

Case Manager

Federal Tax Law Group - Fresno, CA

February 2023 to October 2023

• Call clients to help them resolve their tax situation quickly and efficiently using experience and expertise along with a talented team of people.

• obtain financial documentation from client's for attorneys and enrolled agent's to negotiate the best possible payment arrangement

• organize and document all client financial statements for installment agreements, offer in compromise, partial payment installment agreements, power of attorney

• essentially I am the liaison between the client and the attorney's

• Received 9 Google amd BBB 5 star reviewS from Clients Attesting that I went above and beyond to help them dike their returns prior to the deadline through some big hurdles that would stop most people from filing on time... This maintaining client retention and customer loyalty . Freelance Tax Preparer / office clerk

Fresno, CA

January 2013 to February 2023

Bilingual Document Interpreter

Income Tax Preparer

Power of

Attorney for IRS audits

Administrative Clerical Assistant at Sunset Place Property Management Seasonal Work/Gig work

Filled out and explain document to clients who do not speak English. I prepared personal income tax returns for clients using their W-2's, 1099's and other income documents. I e-filed or printed those returns for the client to sign and mail in.

Help clients get the proper documents that verify their claims to appeal an IRS audit proving that they meet the criteria to claim their dependents and release the tax refund with interest or remove liens on their account.

After tax season I would use my clerical skills at Sunset Place property management. I would file the invoices chronologically. Fax documents, count the cash received from rent and get it ready for bank deposit. Scheduled repairs, pest control, electricians and plumbers as needed. I audited the receipts on a monthly basis. I prepared the employees tax returns at this office. I was employed by contract as needed to assist the property manager.

Library Aide

Library Assistants - Fresno, CA

August 2008 to February 2009

Compiled records, sorts and shelves books, and issues and receives library materials, such as books, films, slides, and phonograph records: Records identifying data and due date on cards by hand or using photographic equipment to issue books to patrons. Inspects returned books for damage, verifies due- date, and computes and receives overdue fines. Reviews records to compile list of overdue books and issues overdue notices to borrowers. Sorts books, publications, and other items according to classification code and returns them to shelves, files, or other designated storage area. Locates books and publications for patrons. Issues borrower's identification card according to established procedures. Files cards in catalog drawers according to Dewey Decimal System. Repairs books, using mending tape and paste and brush, and places plastic covers on new books.

Bilingual Tax Examiner

Tax Examiners and Collectors - Fresno, CA

January 2000 to April 2005

Collect taxes from individuals or businesses according to prescribed laws and regulations. Maintain knowledge of tax code changes, and of accounting procedures and theory in order to properly evaluate financial information. Maintain records for each case, including contacts, telephone numbers, and actions taken. Confer with taxpayers or their representatives in order to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns. Contact taxpayers by mail or telephone in order to address discrepancies and to request supporting documentation. Send notices to taxpayers when accounts are delinquent.

Education

Vocational in Emergency Medical Technician

Fresno City College - Fresno, CA

August 1998 to February 1999

High School Diploma in General

Firebaugh High School - Firebaugh, CA

September 1991 to June 1995

Vocational in Medical Assistant

San Joaquin Valley College - Fresno, CA

Vocational in Business Marketing

Fresno City College - Fresno, CA

Skills

• Cataloging (2 years)

• Library Services (2 years)

• Warehouse Distribution Experience (6 years)

• Pallet Jack (6 years)

• Surveillance

• Auditing

• Computer Literacy (10+ years)

• Administrative experience (10+ years)

• Inventory Control (10+ years)

• Loss Prevention (10+ years)

• Merchandising (10+ years)

• Management (4 years)

• Financial Report Writing (10+ years)

• Security

• Writing Skills

• Shipping & Receiving

• Tax Experience (10+ years)

• Pricing (10+ years)

• Microsoft Office (10+ years)

• Freight Experience (2 years)

• Order Picking (10+ years)

• Sales (10+ years)

• Accounting

• Microsoft Powerpoint

• Budgeting (10+ years)

• Leadership (10+ years)

• Bilingual (10+ years)

• Data collection (10+ years)

• Spanish (10+ years)

• English (10+ years)

• Communication skills (10+ years)

• Basic math (10+ years)

• Typing (10+ years)

• Accounts receivable (10+ years)

• Hospitality (5 years)

• Research (10+ years)

• Cash handling (10+ years)

• Office Management

• Computer skills (10+ years)

• Manufacturing

• Organizational skills (10+ years)

• Interpretation (10+ years)

• Translation (10+ years)

• Microsoft Outlook

• Quality assurance

• Floral design, novice (3 years)

• Recruiting

• Case Management

• Property Management

• Bookkeeping

• Accounts Payable

• Negotiation

• Communication skills

• Customer service

• Organizational skills

• Sales

• POS

• Financial analysis

• Cash handling

• Fraud prevention and detection

• Analysis skills

• Retail sales

• Leadership

• Accounts receivable

• Accounting

• Typing

• Financial report writing

• Financial auditing

• Windows

• Tax experience

• Technical support

• Cash register

• Freight

• IT

• Research

• Quality assurance

• Adobe Acrobat

• Clerical experience

• Adobe Creative Suite

• Merchandising

• HIPAA

• Medical terminology

• Office management

• Library services

• Data collection

• Microsoft Excel

• Time management

• Computer skills

• Management

• Software troubleshooting

• Microsoft Office

• Supervising experience

• Microsoft Windows Server

• Help desk

• Bilingual

• Spanish

• English

Languages

• Spanish - Expert

Awards

Prestigious Editor's Choice Award

September 2005

I wrote the poem Lifeless that was published by Poems.com. Certifications and Licenses

AED Certification

Assessments

Administrative assistant/receptionist — Proficient September 2022

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Call center customer service — Proficient

December 2022

Demonstrating customer service skills in a call center setting Full results: Proficient

Customer focus & orientation — Proficient

December 2022

Responding to customer situations with sensitivity Full results: Proficient

Retail customer service — Proficient

August 2022

Responding to customer situations in a retail setting Full results: Proficient

Mechanical knowledge — Proficient

July 2022

Understanding and applying mechanical concepts and processes Full results: Proficient

Construction safety — Proficient

July 2022

Using safe practices while on a construction site

Full results: Proficient

Attention to detail — Proficient

July 2022

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Publications

Poems.com 2005 Hardbound edition

http://poems.com

September 2005

"Lifeless", I won the prestigious, Editor's Choice Award; because it displayed a unique perspective and original creativity

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