Work Experience

I am currently working a part-time job where I am getting experience to file a tax return. In my role as a tax preparer assistant, I proficiently processed federal, local, and state tax returns for both families and individuals, ensuring adherence to all relevant regulations and guidelines.

Maintaining the utmost confidentiality, I cultivated strong professional relationships with clients, fostering trust and loyalty to the firm.

Remaining abreast of ever-evolving tax laws and regulations, I consistently stayed current on local, federal, and state rules, guaranteeing error-free work and compliance.

With a keen eye for detail, I meticulously analyzed client tax information and efficiently inputted data into software, expediting the processing timeline.

I conducted thorough examinations of financial records, statements, and various income sources, including those of employees, unemployed individuals, self-employed individuals, rental income, retirement income, savings, investments, dividends, and other income and liabilities.

Ensuring accuracy in tax declarations was paramount. I diligently accounted for various deductions such as home and vehicle owner’s insurance, charitable contributions, medical expenses, childcare expenses, education expenses, K–12 educator expenses, state and local taxes, retirement savings, and other applicable savings.

Additionally, I provided invaluable support to tax professionals by meticulously coordinating and organizing documents for tax submission, thereby contributing to the overall efficiency and success of the team.