Customer Service Tax Preparer
Resume:
Andrea Robinson
Tax Specialist
Apple Valley, CA
****************@*****.***
Professional Summary
Resourceful tax preparer with 3 years of experience in preparing and filing accurate federal, state, and local tax returns. Proven ability to analyze financial documents and identify tax savings opportunities while ensuring compliance with complex regulations. Demonstrated leadership in team environments and exceptional customer service skills, fostering long-term client relationships. Advanced knowledge of accounting principles and commitment to continuous professional development in the tax industry. Authorized to work in the US for any employer
Work Experience
Tax Preparer
Block Advisors by H&R Block-Apple Valley, CA
December 2023 to Present
• Prepared and filed accurate federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
• Reviewed financial documents such as income statements, balance sheets, and expense reports to ensure compliance with tax laws
• Researched and interpreted complex tax regulations to provide clients with up-to-date information on deductions, credits, and exemptions
• Identified potential tax savings opportunities by analyzing client's financial records and recommending appropriate strategies
• Collaborated with clients to gather necessary documentation and answer any questions or concerns regarding their taxes
• Maintained confidentiality of client information in accordance with professional ethics standards
• Utilized electronic filing systems to submit tax returns efficiently while ensuring accuracy of data entry
• Provided exceptional customer service by promptly responding to client inquiries via phone calls or emails throughout the year
• Served as a trusted advisor by offering personalized advice on financial planning strategies based on individual circumstances
• Increased efficiency by implementing new software tools that automated repetitive tasks in the tax preparation process
• Counseled clients on estimated quarterly payments to avoid underpayment penalties
• Demonstrated strong attention to detail when reviewing complex financial documents for accuracy
• Navigated complex IRS guidelines related to deductions such as home office expenses, self- employment taxes, and investment losses
• Educated clients about changes in tax laws that could impact their personal finances or business operations
• Cultivated long-term relationships with clients through regular communication and proactive outreach initiatives
• Maintained knowledge of current industry trends through continuous professional development activities
• Collaborated effectively within a team environment to meet tight deadlines during peak tax season
• Possessed advanced knowledge of accounting principles including accruals, depreciation, and amortization
• Prepared accurate tax projections to help clients plan for future financial obligations Assistant Financial Secretary
New Horizon Church-Hesperia, CA
2012 to Present
• I was the administrative assistant to the church accountant, My day-to-day included performing administrative & business operations which included: count deposits, input financials into computer program, prepare and print reports and record keeping files, take deposits to bank, make copies, minor computer upkeep and run maintenance.
• Able to assemble a lead team and lead groups of people to successful church wide events; including running meetings, listening to others concerns and ideas, incorporating others' input, making final decisions, helping others' successfully complete their tasks.
• Answered phones, filed paperwork, kept files on all church staff, make sure office desks were fully stocked, work on office related projects, proofread the weekly bulletin when I was not he one designing it, Customer Service Representative
Albertson's
2006 to 2009
helped customers with problems, made money orders, sent MoneyGram, counted down tills, answered phones, kept track of schedule details, wrote schedules, counted down the safe.
• Worked closely with management, completed special tasks, helped in problem solving, picked up and dropped monies, helped lead others in daily tasks. Today, I also volunteer in my committee. I keep score for basketball teams at the James A. Woody Community Center on a weekly basis. I am on the worship team at church. Up until recently, I also helped my husband run the worship team at our church. This is a very large commitment. I am responsible for making schedules that accommodate the needs of the rest of the team. We are responsible for showing up early and leaving late. We organize the song service and prepare throughout the week for the Sunday service. This includes communicating with our team and getting the proper information to all of those involved.
Education
Apple Valley High School-Apple Valley, CA
1989 to 1989
Career History and Accomplishments
Education
Associates in Accounting
Barstow Community College - Barstow, CA
2014
Bachelor's in Accounting
Grand Canyon University
Skills
• Financial Report Writing
• Office Management
• Typing
• Accounting
• Accounts Receivable
• Bank Reconciliation
• Microsoft Word
• Accounts Payable
• Journal Entries
• Microsoft Excel
• General Ledger Accounting
• Financial Analysis
• Windows
• Financial Statement Preparation
• Auditing
• Data Entry
• Presentation skills
• Sales
• Proofreading
• Computer skills
• Databases
• Microsoft Office (10+ years)
• Communication skills
• Customer service
• Google Suite
• Clerical experience
• Account Reconciliation
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