Customer Service Financial Planning
Resume:
NATASHA O EDWARDS
SKILLS
• Tax return preparation
• Tax code knowledge
• QuickBooks proficiency
• Tax audit procedures
• Decision-Making
• MS Office
• Teambuilding
• Self-Motivated
• Flexible and Adaptable
• G-Suite
• Excellent Communication
Analytical and Critical
Thinking
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• Attention to Detail
Organization and Time
Management
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• Good Telephone Etiquette
• IRS correspondence
• Tax reporting
Successful tax professional focused on performance, customer service and compliance. Offering 8 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. WORK HISTORY
January 2016 - Current
Manager Tasha's Tax Service LLC
December 2020 - August 2022
Tax Associate Intuit
Prepared US, multistate, and international tax returns for business clients.
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Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
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Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
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Prepared written responses or tax return amendments to resolve state and federal notices.
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• Prepared over 500 returns with 5 years experience. Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
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Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
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Developed and implemented training classes to educate team members and community residents.
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• Prepared tax return documents for clients.
Assessed various angles of tax situations to maximize tax benefits.
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Met with clients to gather information and discuss line item tax return components.
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CONTACT
Milwaukee, Wisconsin 53216
***********@*****.***
Bold Profile
March 2015 - November 2021
Paraprofessional Milwaukee Public Schools
Analyzed information and assessed liabilities and
deductions according to relevant tax codes.
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Applied federal and state government regulations to prepare accurate and compliant tax returns,
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Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
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Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation
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Assisted teachers with classroom management and
document coordination to maintain a positive learning environment.
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Assessed student assignments to check quality and
completeness before submission for grading.
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Prepared instruction materials, including making copies, constructing bulletin boards, and setting up work areas.
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Relieved classroom teacher during breaks and maintain order and structure in classroom
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Oversaw students in classroom and common areas
monitored, enforce rules, and supported the lead teacher
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Assisted in maintaining an engaging and respectful educational environment by promoting discipline and cooperation.
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EDUCATION
Expected in May 2024
Bachelor of Science Accounting
Lakeland College, Plymouth, WI
*62 credits
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