Customer Service Tax Associate
Resume:
SHELIA
GOBER
CONTACT
PHONE:
Shelia Gober
EMAIL:
***********@*****.***
EDUCATION
North Ga Technical College-Information Systems
Virginia College Online- Business Accounting
WORK EXPERIENCE
Baker Tilly
Tax Associate
01/2021- Seasonal Ongoing
• Conduct research and compile backup documentation.
• Perform detailed reviews of client accounts before filing taxes to identify any discrepancies or errors.
• Attend continuing education courses related to taxation topics.
• Serve as the first contact with customers who need technical assistance via phone or chat.
• Perform troubleshooting using different diagnostic techniques.
• Troubleshoot, diagnose and resolve technical hardware and software issues.
• Provide quick resolution and excellent customer service.
• Redirect unresolved issues to the next level of support personnel.
• Resolve customer complaints efficiently related to their tax filings.
• Advise clients on strategies for minimizing their tax liability within legal parameters.
• Identify potential areas of risk associated with the client’s taxation activities.
• Evaluate existing procedures for accuracy and identify opportunities for improvement.
• Inform clients of potentially beneficial products and services, increasing business opportunities.
• Probe tax situations from different angles to apply for maximum tax benefits or resolve tax debts.
• Analyze unaudited financial statements to determine adjustments for accurate tax treatment.
• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
• Furnished taxpayers with sufficient information and advised to verify correct tax form completion.
• Use tax form instructions and tables to complete tax forms.
• Computed taxes owed or overpaid for clients.
• Used appropriate adjustments deductions and credits to keep clients' taxes to a minimum.
• Review of internal tax preparation documents.
• Prepared and/or reviewed state income and
franchise tax returns.
• Professional usage in OneSource and Go Systems.
• State Tax Analysis, state tax planning and state tax research as well as advanced tax technology in
context menu paragraph.
• Produce work papers and lead sheets, tax projects and payment estimations.
Jackson Hewitt
Tax Preparer Manager
01/2016- 06/2020
• Prepared and reviewed individual, partnership
corporations, and trusts tax returns.
• Trained and taught tax classes to new employees on the policies, procedure process of tax preparation,
• Input data from financial records into tax return software or databases.
• Performed technical review of corporate or
partnership state tax returns and work papers with attention to multistate tax issues such as
apportionment, state modifications, nexus, and
unitary filings and flow through taxation.
• Performed reviews of estimated payment and
withholding calculations and related filings.
• Researched state tax legislation and assisting with impact on compliance.
• Collaborated with in-house Tax team.
• Prepared and/or reviewed state income and
franchise tax returns.
• with investment management taxation.
• Conducted a thorough in-person interview with potential clients, using the company’s proprietary tax software application.
• Researched the Client’s back taxes with the IRS and found a resolution.
• Reviewed prior year’s returns for accuracy
• Advised clients to comply with IRS regulations and meet state and federal tax obligations.
• Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
• Assisted clients in responding to IRS notices of deficiency or audit findings.
• Coached, mentored, and trained team members to
improve their job performance.
• Trained employees on additional job positions to maintain coverage of roles.
Franklin County Partnership 2005- 2015
Executive Director Assistance
• Monitored company expenditures (including payroll)
• Negotiated with vendors and service providers to secure discounts.
• Tracked and paid sales and use tax.
• Reconciled statements and payment records.
• Accounts Payable
• Accounts Receivables
• Ensured payment credits are applied correctly.
• Performed administrative and clerical tasks, such as data entry, preparing invoices, sending bill reminders, filing paperwork, and contacting clients to discuss their accounts.
• Generated reports and statements for internal use.
• Engaged in ongoing educational opportunities to update job knowledge.
• Maintained payroll information by collating, calculating, and entering data.
• Calculated payroll liabilities by determining employee taxes, including federal and state income and social security tax, and calculating employer’s payments for social security, unemployment, and worker’s
compensation.
Happy’s Taxes
Tax Director
2014-2000
• Generated reports and statements for internal use.
• Customer Service
• Data Entry
• Organized and analyzed clients’ financial information
• Took advantage of opportunities to minimize tax
liability through deductions
• Prepared necessary forms for filing taxes
• Advised clients about tax liabilities and other tax- related matters
• Customer Service filed tax returns on paper or
electronically on behalf of clients
• Data Entry and Customer Service, Accounts Payables as well as Accounts Receivables to establish and update client records
• Kept abreast of current IRS and state and local tax rules and regulations and ensured full compliance
• Assisted with audits by gathering financial information and meeting with auditors as needed
SKILLS:
• Microsoft Office
• Accounting Software
• Attention To Detail
• Great Communication
• Corporate Financing Reporting
• Expense Reports
• Financial Instruments
• General Ledgers
• Journal Entries (Accounting)
• Organizational Skills
• Accounts Payables
• Accounts Receivables
• Data Entry
• Quick Books
• Office Management
• Issue Resolution-Help Desk
• User Training
• Troubleshooting and diagnosis
• Help Desk Software
• Remote Support
• Technical Support
• Customer Service
• Systems Analysis
• Appointment Scheduling
Contact this candidate