ATESHIA
CRAIG
ad5epf@r.postjobfree.com
Porter, TX 77365
linkedin.com/in/ateshiacraig
Bold Profile
Efficient Tax Associate focused on customer satisfaction for company betterment who is familiar with local, state and federal tax law. I am a skilled researcher, with a keen eye for detail and an ability to find solutions to complex problem seamlessly all while keeping the customer confident in my ability find solutions for their complex tax issues. My expertise includes personal as well as Business tax, Payroll processing and bookkeeping practices and procedures. Proficient in Microsoft Office Products such as Word, Excel & Powerpoint. I am am proficient in Turbo Tax, Quickbooks and NetSuite. Knowledgeable in Tax law and the practices of a Tax Professional as described in Circular 230. My ultimate goal is to secure a full time year around remote position with a with a reputable company that has room for career growth. I am scheduled to take my EA exam in October and will be an asset to any company that chooses to employ me.
PROFESSIONAL SUMMARY
Intuit - Tax Associate
Remote, TX • 01/2024 - Current
Williams Business & Tax - Tax Preparer/Assistant Bookkeeper Porter, TX • 11/2019 - 06/2021
WORK HISTORY
Researched tax solutions in a timely and efficient manner focusing on accuracy in my information, and clarity when relaying the information back to the customer.
•
Maintained detailed records of client interactions, ensuring the highest level of accuracy and confidentiality by taking extensive notes and securely protecting clients P.I.I..
•
Used Smart Look feature to guide customers through their tax returns correcting errors, adding information in the appropriate areas, and explaining clearly the tax rules and regulations necessary to ensure they felt confident when filing their returns on their own.
•
Accurately prepared full service returns with a same day return rate of 90% and 100% passing Quality Review.
•
Fostered customer confidence by making personal connections with customers by showing empathy, while at the same time confidently guiding them to the appropriate tax solution.
•
Perfected the art of using the H.E.A.T. method to cool tempers to restore customer relationships while working to improve their overall experience by delivering "awesome" in every client interaction.
•
Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
•
Supported clients in gathering relevant financial information, enabling accurate tax return filings.
•
Utilized tax software to efficiently complete individual and business returns, ensuring accuracy and compliance with all applicable laws and regulations.
•
Tax Advisement
Electronic Filing Software
Individual Tax Return Preparation
Data Confidentiality
Multiple State Tax Filing
Tax Research
Client Communication
Document Preparation
Tax Return Preparation
Data Confidentiality
Business Tax
SKILLS
Southern New Hampshire University
Hooksett, NH • Expected in 05/2026
Bachelor of Science: Business
Administration And Management
EDUCATION
• Honor Roll Spring 2024
Awarded "Excellency in
Communication"
•
Employee of the year (Williams
Business and Tax,2022)
•
RELEVENT
ACCOMPLISHMENTS
• INTUIT ACADAMY Training - 2024
• FS 3 TURBO TAX EXPERT
SCHEDULED FOR EA EXAM IN THE
FALL
•
PROFICIENT IN ALL MICROSOFT
OFFICE SOFTWARE
•
EXPIERENCED USING SMARTLOOK,
GLANCE, IEP
•
• REMOTE WORKING EXPERIENCE
• PTIN
Craig's Total Care - Payroll Clerk
Conroe, TX • 03/2010 - 09/2019
Streamlined bookkeeping procedures to increase efficiency and productivity.
•
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
•
Provided support during audits by supplying requested documentation promptly and accurately.
•
Maintained payroll information by calculating, collecting, and entering data.
•
Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
•
Verified timekeeping records and handled any discrepancies with employees.
•
Filed payroll taxes with appropriate government agencies by deadlines to minimize risk of penalties or fines.
•
Ensured accurate payment distribution for employees by diligently reviewing timecards and attendance records.
•
Assisted in the preparation of year-end tax forms, including W-2s and 1099s, for timely distribution to employees.
•
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
•