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Tax Preparer Sales Specialist

Waterbury, CT, 06704
80,000 - $150,000
July 30, 2021

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*** ******** ****** *** **, Bridgeport, CT 06610 203-***-****


Professional, dedicated, detail-oriented self-starter with exceptional multi-tasking, time-management and problem-solving skills. Energetic, outgoing, and self-motivated employee who responds quickly to the needs of customers in a diverse population.



Southern Connecticut State University, New Haven, CT Bachelor of Science in Business Administration 2021

Housatonic Community College, Bridgeport, CT Associate of Science in Accounting 2009

RCC Institute of Technology, Toronto, Canada Associate of Science in Electronics Engineering 1991


Pete’s Taxes & Accounting, Bridgeport, CT Owner 2012 – 2020

Seasonal management of tax preparation service providing bookkeeping and consultation activities for 235 individual and 17 corporate clients.

Spearheaded and developed a client Accounts Collections product for the business.

Successfully collected over $18 million of bad or doubtful debts on behalf of our clients since July 2016

The Home Depot, North Haven, CT: - Appliances Sales Specialist June 2019-January 2020

Met and exceeded matrix by over 300 %

R & G Brenner Income Tax Consultants Inc; Long Beach NY Senior Tax Preparer Jan – May 2019

Successfully increased Revenues by 25% By Attracting new Corporate returns Clientele

Managed office in the absence of Manager

GL Enterprises & Credit Knowledge Inc., Stamford, CT Accounting Department Manager 2010 – 2014

Managed the accounting department of 6 employees for $3 million operation.

Rescued the revenue recognition cycle of the company by instituting end to end procedures that improved revenue recognition and management control of internal accounting operations.

Directly responsible for the expense report management, monthly and quarterly tax reporting, and financial account preparations, including income statements, balance sheets, and cash flow statements using QuickBooks and Excel.

Performed daily general accounting for both GLE and CKI, providing monthly detail on general journal entries and financial statements to CFO/COO and assisted with payroll system and payroll related items.

Set up the full accounting systems for organization.

Provided financial analysis of credit portfolios for corporate clients which secured $2.5 million line of credit to support the setup of Credit Knowledge, Inc.

Assisted in tax preparation services offered by White Wings Business Services (an affiliate) and served as principal reviewer and level three preparer.

Fairfield Hyundai, Fairfield, CT Sales Associate/Finance Manager 2007 – 2010

Met and verified prospective car buyers. Guiding their purchasing process to achieve the sale.

Submitted the proposed deal for approval by the Sales or General Sales Manager, following up where necessary.

Created great relationship with bankers and other lenders.

Prepared the deal and inking for signing by the customer, signing on behalf of the dealership and the bank or lender.

Ensured that the clients could afford the payments and that they had established credit worthiness through a detailed examination of their credit portfolio and employment history.

Consistently increased back end revenue through sale of after sales product such as warranties and special applications, parts and services. Being an integral part of reaching the dealerships budget goals.

Webster Bank, Stratford, CT Teller promoted to Platform Associate 2006 – 2006

Met and exceeded all Sales Matrix

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