Tax Preparer II with 20+ Years Admin Experience

Carrie Scott

Tax Preparer II

Phone: Cell 661-***-****; Home 661-***-****

E-mail: **.*********@*****.***

Summary

I am seeking a challenging position using the skills and education that I have acquired over many years. Friendly Customer Service with 20+ years of experience. Ability to effectively communicate with senior staff, co-workers, and clients. I am looking forward to hearing from you. I have worked professionally preparing taxes for three seasons and payroll taxes for four years. I have also worked in bookkeeping, accounts receivables and payroll for around seven years.

Experience

01/2024-present

Inuit, Inc.

Tax Associate

Answered phones for TurboTax Live customers.

Prepared tax returns for basic, deluxe, premium, and home and business.

Advised customers on tax preparation for the current year.

Helped customers prepare their own taxes and extensions.

11/01/2021-03/17/2023

Tax Preparer II

HR Block, Inc.

Prepared Individual Tax Returns according to Federal and State regulations.

Prepared tax office for clients.

Answered phones as needed.

CTEC Registered Tax Preparation.

Prepared 60-75 returns per year.

01/2021-06/2021

Human Services Technician I

Kern County Department of Human Services

Interview and review socioeconomic disadvantaged clients for Medi-Cal and CalFresh programs based on Federal, State and County rules and regulations.

10/2014-12/2017

Business Owner

Emerald Isle Unique Boutique

Ran the day-to-day small business inventory business which included checking inventory for shrinkage,

Bookkeeping,

Order new inventory for store and back office,

Kept up with the online portion of the store.

06/2011-07/2012

Payroll/HR Clerk

MP Environmental, Inc.

Payroll for employees in five different states,

New Employee Orientation,

Payroll Quarterly and yearly Tax Return,

401K, worker’s compensation, wage garnishments, health insurance payments,

Updated personnel files.

08/2010-06/2011

Accounts Receivable Clerk

Act-1 Personnel Services

Entered invoices for Accounts Receivables,

Entered Payroll information,

Checked accuracy from reports.

09/2007-05/2010

Secretary

Herald and Brown, CPAs

Assisted CPAs with client’s bank reconciliations, coding, and payroll,

Filing, answering phones,

Greeted clients, Prepared tax returns for client signatures.

12/2003-08/2007

Eligibility Worker II

Santa Barbara Department of Social Services

Interview socioeconomic disadvantaged clients for Medi-Cal and CalFresh programs to determine eligibility based on Federal, State, and County rules and regulations,

Acted as back up lead and mentor to other eligibility workers in the unit.

06/2003-12/2003

Call Center Operator

Advantage Answering Plus

Answered multi-line phones while reading and typing messages, orders, depending on the needs of the customer.

09/1997-08/2000

Claims Processor

Aetna US Healthcare

Processed Managed Care Medical and Dental claims for payment based on the client’s insurance policy.

01/1994-02/1998

Item Processor

Internal Revenue Service

Transcribed Individual 1040, K-1, 941 tax returns into the mainframe computer system for review and return payments.

Education

Bookkeeping Certificate with Intuit Courseca

Kaplan University

BS Tax Accounting

Commended for excellence.

Magna Cum Laude

Skills

Typing 40-45 WPM, 10-Key 17,000/SPM, Bookkeeping, payroll, Individual and Small Business Tax Return Preparation, MS Office Suite such as Word, Excel, PowerPoint, order processing, Microsoft Teams, Google Duo, QuickBooks Pro Online, MyBlock, Blockworks, Turbo Tax, IEP, time management, oral and written communication, diligence, work ethics, and self-starter. I pay attention to details.

References provided on request.

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