Customer Service Tax Preparer

PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

CHARLOTTE MERCADO

RIVERA

C

R

*** * ****** ***, ***********, MO 65806, 417-***-****, ***********@*****.*** Diligent and meticulous Tax Preparer with proven knowledge of local, state, and federal tax requirements. Protects clients from unnecessary liabilities and penalties with highly accurate services. Versed in manual and electronic filing.

Dedicated professional with demonstrated strengths in customer service, time management, and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals. Willing to take on any task to support team and help business succeed.

• Regulatory compliance • Tax return preparation • Data inputting

• Client relations • Microsoft Word • Critical thinking

• Recordkeeping • Scheduling • Virtual tax interviews

• Sound judgment • Multitasking • Self motivation

• IRS communication

Tax Prep Assistant January 2022 - August 2022

Intuit -TurboTax Live Remote

• Maintained consistent and updated knowledge of current federal and state regulations.

• Used company software to record client data and maintain organized files.

• Consulted with clients regarding pretax planning, financial statements and corporate tax returns.

• Educated taxpayers on liability, processing requirements and liabilities.

• Handled atypical returns correctly based on information available in tax law handbooks and bulletins.

• Completed accurate returns based on client documentation and additional information.

• Verified accuracy and integrity of forms and supplied details.

• Assisted taxpayers with completing forms by furnishing sufficient and accurate information.

• Served client needs by staying on top of changing laws and processes.

• Prepared simple and complex tax filings for individuals and businesses. EDUCATION

Tax Preparer January 2012 - April 2021

Turbo Tax Orlando, Fl

• Maintained consistent and updated knowledge of current federal and state regulations.

• Supported individual tax clients and prepared simple to complex tax returns.

• Helped clients with issue resolution through proactive communication with IRS personnel.

• Consulted with clients regarding pretax planning, financial statements, and corporate tax returns.

• Organized client financial data with thorough reconciliations of bank and credit card accounts.

• Used company software to record client data and maintain organized files. High School Diploma May 2008

Oak Ridge HIgh Scholl, Orlando, Florida

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