Tax Preparer Customer Service
Resume:
DEEPASHRI B MANOHAR
ALBANY, NEW YORK ***** PH: 501-***-**** *************@*****.***
SUMMARY:
Dedicated Tax Preparer versed in statement review, tax returns preparation, and filing procedures. Having 2+ years of experience to help clients in minimizing tax liabilities.
SKILLS:
●Tax Form Completion, Tax Computation, and Tax-Related Research.
●Adjustments and Deductions.
●Client Tax Services and Corporate Tax Preparation. Calculate and prepare individual and business tax returns using a proprietary software package.
●Local, State, and Federal Tax Returns. Reviewed financial records and documentation to determine forms necessary to prepare tax returns.
●Filing System Management and Customer Service.
●Financial Accounting and Financial Statement Expertise.
●Accounts Payable and Account Reconciliation.
●Requirements Analysis and Business Process Improvement.
●Proficiency and responsible for answering questions, helping customers with problems, and keeping clients happy.
●Extensive experience providing personal and small business tax advice; maintained long-term customer relationships.
●Ability to remain professional at all times, even in stressful situations.
●Use good interpersonal skills to interact with a variety of customers.
●Ability to Listen, communicate effectively, Managing the customer’s happiness, be naturally enthusiastic, and deal with a tough or urgent situation with a customer.
EDUCATION AND CERTIFICATIONS:
●Master of Business Administration (MBA) in Accounting and Finance, from Visveswaraiah Technological University, Bangalore India.
●Bachelor in Commerce (B.Com) in Accounting and Finance, from Vijaya College, Bangalore University India.
●Accredited Tax Preparer Certification from H&R Block - October 2022.
PROFESSIONAL EXPERIENCE:
Department of Taxation and Finance, Albany NY November 2022 - present
Project: Property tax
Role: Tax Information Aide.
Responsibilities:
●Open mail and prepare tax returns for processing.
●Process payments for daily bank deposits.
●Resolve routine problems and issues.
●Receive, screen, review, and verify documents
●Sort and distribute documents, keep appropriate records, and redirect documents as necessary.
●Establish new files by numbering forms, coding, preparing file folders, and compiling relevant material. Update and correct records and files.
IBM Global Process Services, India March 2005 – October 2007
Project: UNILEVER
Role: Finance and Accounts Executive.
Responsibilities:
●Verified details of transactions, including funds available and total account balances.
●Revise the accounting quality system to prepare for essential audits.
●Renegotiated payment terms with dozens of suppliers.
●Process vendor invoice payment. Preparing accurate and complete invoices, and ensuring outstanding client service.
●Rectified escalated accounts payable issues from employees and vendors.
●Achieved outstanding client service ratings on engagement performance, and process improvements.
LinkedIn Profile: www.linkedin.com/in/deepashri-bangalore-manohar-16176b250
References:
Name
Phone
Email-ID / LinkedIn
#1
Shubha Sumanth
(813) 503 - 7552
linkedin.com/in/shubha-sumanth-b2860597
#2
Lakshmi Prasanna
Contact this candidate