Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Timeline
Generic

Veba Harris

Bossier City

Summary

Dynamic Tax Preparer with extensive experience at Veba Harris Income Tax Service, recognized for enhancing client satisfaction through meticulous tax return preparation and exceptional communication skills. Proven ability to navigate complex tax situations while ensuring compliance with regulations, resulting in optimized tax liabilities and strengthened client relationships.

Experienced with tax preparation and compliance, offering valuable insights to optimize client returns. Utilizes in-depth knowledge of tax regulations to ensure accurate filings. Track record of maintaining high client satisfaction through effective consultation and personalized tax strategies.

Professional tax advisor with deep expertise in tax code, compliance, and regulations. Proven ability to collaborate with teams and adapt to changing needs while delivering accurate and timely results. Strong analytical skills, attention to detail, and effective communication ensure reliability and success in high-pressure environments. Highly skilled in preparing and reviewing tax returns, financial statements, and providing strategic tax planning advice.

Knowledgeable [Desired Position] with solid foundation in tax preparation. Successfully assisted clients with tax filings and compliance, ensuring accurate and timely submissions. Demonstrated proficiency in tax code interpretation and client consultation, enhancing overall client satisfaction.

Tax professional with comprehensive understanding of tax regulations and compliance. Ensured accurate tax filings and provided valuable insights to optimize client returns. Collaborative team player with results-driven mindset, adaptable to evolving tax laws and client needs. Proven skills in detailed tax analysis and client advisory services.

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Detail-oriented Tax Preparer with [Number] years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

High-performing [Job Title] proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.

Focused [Job Title] conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.

Efficient [Job Title] familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in [Software].

Successful tax professional focused on performance, customer service and compliance. Offering over [Number] years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.

Enthusiastic Tax Professional experienced in [Type] tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with [Number] years of industry expertise.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Recent graduate with foundational knowledge in [Area of study] and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Tax Preparer

Veba Harris Income Tax Service
10.2021 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Assessed client tax situations to determine best filing options.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Reduced errors through meticulous review of financial documents and double-checking calculations.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
  • Offered clients recommendations to reduce tax liabilities.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Collaborated with colleagues to share best practices and improve overall team performance.
  • Offered guidance on state and federal tax regulations to clients, ensuring they understood their obligations and opportunities.
  • Educated clients on future tax planning, helping them to make informed financial decisions.

Secretary

Caddo Parish Schools Board
08.1995 - 01.2024
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Maintained electronic filing systems and categorized documents.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Managed executive calendars, scheduling appointments and meetings to optimize time management.
  • Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
  • Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
  • Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
  • Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
  • Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Utilized advanced software programs for data entry tasks that increased accuracy while minimizing errors.
  • Coordinated travel arrangements for senior staff, ensuring smooth business trips with minimal disruptions.
  • Coordinated meetings and events, arranging logistics for over 50 corporate gatherings.
  • Enhanced visibility of office policies by creating and distributing employee handbook.
  • Contributed to team morale by organizing staff welfare activities, leading to improvement in workplace satisfaction.
  • Managed sensitive and confidential information with discretion, upholding integrity of executive communications.
  • Developed and maintained comprehensive database for tracking project deadlines, improving team productivity.
  • Facilitated inter-departmental communication to ensure all parties were informed of key updates.
  • Conducted research for special projects, contributing valuable insights that informed strategic decisions.
  • Managed incoming and outgoing correspondence, maintaining confidentiality and timeliness.
  • Oversaw inventory of office supplies, ensuring availability and cost-efficiency.
  • Organized travel arrangements for executive team, ensuring smooth logistics for multiple international trips.
  • Enhanced meeting efficiency by preparing agendas and minutes, ensuring all participants were well-informed.
  • Maintained executive appointment schedules by planning and scheduling meetings, conferences, and teleconferences.
  • Assisted in preparing detailed reports for management, enabling informed decision-making.
  • Improved document management with introduction of new digital archiving system.
  • Provided comprehensive support to new staff, facilitating faster integration into team.
  • Streamlined communication processes, resulting in faster response times to internal queries.
  • Improved office workflow by redesigning document submission process.
  • Supported project management activities, contributing to timely completion of key initiatives.
  • Streamlined invoice processing, improving accuracy and efficiency of financial operations.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed filing system, entered data and completed other clerical tasks.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Established administrative work procedures to track staff's daily tasks.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.

Education

College In Word Processing Specialist -

Commercial Business College
Shreveport, LA
08-1995

High School Diploma -

Booker T Washington
Shreveport, LA
05-1986

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Bookkeeping
  • Relationship building
  • Client communication
  • Tax return preparation
  • Data gathering
  • Data inputting
  • Verbal/written communication
  • Bookkeeping expertise
  • Tax law compliance
  • Tax law knowledge
  • Sales tax filing
  • Financial statements
  • Finance
  • Financial management
  • Account reconciliation
  • Tax compliance
  • State tax regulations
  • QuickBooks proficiency
  • Information processing
  • Financial statement review
  • Individual taxation
  • Tax audit procedures
  • Regulatory compliance
  • Records management
  • Tax-related research
  • Corporate tax preparation
  • Tax dispute resolution
  • New business development
  • Financial statements expertise
  • Risk management
  • Payroll processing
  • Tax reporting
  • Tax credits expertise
  • Interpersonal strengths
  • Mathematical calculations
  • Filing system management
  • IRS representation
  • Nonprofit taxation
  • Quality improvement
  • Storage procedures
  • Internal control development
  • Strategic consulting
  • Estate tax returns
  • Staff development
  • Tax deductions optimization
  • Business taxation
  • Legal research
  • International taxation
  • Tax law
  • Year-end tax provision proficiency
  • Estate tax planning
  • Accounting software mastery
  • Organizational growth
  • Efficient nature
  • Tax advising
  • Payroll
  • Auditing
  • Tax consulting
  • Estate closings assistance
  • Virtual tax interviews
  • Liability control
  • Benefits documentation
  • Trust returns processing
  • Tax liability management
  • Valuations and estimations
  • Research/due diligence
  • Documentation filing
  • Multi-state tax filing
  • Tax accounting
  • Direct IRS filing
  • Sarbanes-oxley compliance
  • Tax planning
  • Individual returns preparation
  • IRS communication
  • Payroll taxes
  • GAAP expertise
  • Income documentation
  • High accuracy
  • International taxation laws
  • Client interviews
  • Individual tax returns
  • Decision-making
  • Registered tax return preparer

Accomplishments

  • Exceeded quarterly productivity objectives [Number] times.
  • Saved clients average of $[Number] by uncovering additional deductions.
  • Grew business through word of mouth referrals and focusing on quality tax preparation.
  • Earned "[Name]" Award in [Year].
  • Saved company $[Amount] by eliminating waste in [Area].
  • Achieved numerous recommendations from highly satisfied clients.
  • Managed [Number] team members focused on [Area], with strong track record of exceeding objectives.
  • Worked with clients to prepare individual tax, gift tax and estate tax returns.
  • Reduced errors [Number]% by establishing quality assurance standards.
  • Improved team efficiency by implementing key process adjustments.
  • Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
  • Maintained [Number]% client retention rate year-over-year.
  • Completed more than [Number] individual tax returns during [Year]s tax season.
  • Directed strategic update to [Area], bringing about much-need process, productivity and efficiency changes.
  • Resolved product issue through consumer testing.
  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved [Result] through effectively helping with [Task].
  • Achieved [Result] by introducing [Software] for [Type] tasks.
  • Collaborated with team of [Number] in the development of [Project name].

Affiliations

  • Freemason
  • American Society of Safety Professionals
  • Project Management Institute
  • National Association of Social Workers
  • International Association of Administrative Professionals
  • APICS – Association for Supply Chain Management
  • American Medical Informatics Association
  • American Marketing Association
  • Lions Club
  • Jaycees
  • Society of Human Resource Management
  • Society of Women Engineers
  • Association for Computing Machinery
  • Institute of Electrical and Electronics Engineers
  • American Institute of Certified Public Accountants
  • Rotary International
  • Toastmasters
  • Association of Information Technology Professionals
  • International Council of Nurses

Certification

  • Licensed [Job Title] - [Timeframe]
  • [Area of expertise] License - [Timeframe]
  • [Area of certification] Training - [Timeframe]
  • [Area of certification], [Company Name] - [Timeframe]
  • Certified [Job Title], [Company Name] - [Timeframe]

Languages

English
Full Professional

Timeline

Tax Preparer

Veba Harris Income Tax Service
10.2021 - Current

Secretary

Caddo Parish Schools Board
08.1995 - 01.2024

College In Word Processing Specialist -

Commercial Business College

High School Diploma -

Booker T Washington
Veba Harris