with a focus on tax accounting and expertise in the preparation of tax returns in New York, New Jersey and California. Received Tax Preparer Certification through California Tax Education Council in 2007. Volunteered for Volunteer Income Tax Assistance program in California (2012) and New Jersey (2013 - 2014). Recently, completed 75 Credit Hours of Federal Tax Qualifying Education for 2013 Tax Year (Course Number: 00056827). Strong accounting, organizational and analytical skills with a strong focus on obtaining permanent opportunity to advance career.
Accounting Software: Great Plains, QuickBooks, IDEA Data Analysis, TaxWise, H&R Block Tax Preparation Software 2013
Microsoft Office: Excel, Access, Word, PowerPoint, Visio
Sales: Sales Genie
Jersey City, NJ
H&R Block
Tax Season '14
Tax Professional II
Responsible for income tax preparation for individuals
Identify potential tax credits and liabilities and ensures accurate and complete returns
Complete tax forms in accordance with policies and in compliance with legislation and regulations
Make client calls to set appointments, confirm appointments, remind clients of their appointments, and other courtesy calls
Fill in for Client Service Professional (front-desk)
Handle cash register and end of the day reconciliation
Ensure an environment suitable for clients' needs
VITA (Volunteer Income Tax Assistance)
2012 - 2014
Income Tax Preparer
Prepare taxpayers' returns by using their federal, states (California, New York & New Jersey) and local codes to ensure that clients receive the maximum benefit permitted under the law of government
Ensure that clients do not pay unnecessary taxes
Review financial records such as income statements and documentation of expenditures
Interview clients to get a thorough picture of financial situation
Prepare tax returns using electronic filing software
Certified preparer by IRS (2012-2014); passed California Tax Education Council exam in 2007
San Jose, CA
TriForce Solutions, Inc./Hasler, Inc.
09/2005 - 12/2005
Account Manager
Ranked 7th out of the 21 initial candidates throughout Hasler dealerships within the US
Successfully completed a Three-month national competitive sales development program to become an Account Manager
Researched and located new opportunities within existing and new customers for Hasler products through visitation, cold calling, and written correspondence within Santa Clara and Sunnyvale sales territories
Analyzed customer business opportunities by identified vertical markets
New York City, NY
Becker Professional Education
01/2011 - 06/2011
Student Assistant
Milpitas, CA
Banana Republic
11/2008 - 05/2009
Sales Associate
San Jose, CA
Starbucks Corporation
02/2006 - 05/2007
Barista
Cupertino, CA
De Anza College Advance Financial Accounting & Payroll Business Tax Accounting Studies
San Jose, CA
San Jose State University BSBA, concentration in Accounting Information Systems Relevant Coursework:
Financial Accounting, Cost Accounting, Intermediate Accounting I & II, Corporate Taxation, Individual Taxation, Financial Audit, Accounting Information Systems, Advanced AIS and IS Risk Assessment, Program Systems Development in AIS, Information Technology Audit, Systems Analysis and Design, Networking and Data Communications, Web Based Computing, Business Systems
New Brunswick, NJ
Rutgers University BA, English Literature, minor in Psychology
with a focus on tax accounting and expertise in the preparation of tax returns in New York, New Jersey and California. Received Tax Preparer Certification through California Tax Education Council in 2007. Volunteered for Volunteer Income Tax Assistance program in California (2012) and New Jersey (2013 - 2014). Recently, completed 75 Credit Hours of Federal Tax Qualifying Education for 2013 Tax Year (Course Number: 00056827). Strong accounting, organizational and analytical skills with a strong focus on obtaining permanent opportunity to advance career.
