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Click here or scroll down to respond to this candidateSHELIAGOBERCONTACTPHONE:PHONE NUMBER AVAILABLECandidate's Name
EMAIL:EMAIL AVAILABLEEDUCATIONNorth Ga Technical College-Information SystemsVirginia College Online- Business AccountingWORK EXPERIENCEBaker TillyTax Associate01/2021- Seasonal Ongoing Conduct research and compile backup documentation. Perform detailed reviews of client accounts before filing taxes to identify any discrepancies or errors. Attend continuing education courses related to taxation topics. Serve as the first contact with customers who need technical assistance via phone or chat. Perform troubleshooting using different diagnostic techniques. Troubleshoot, diagnose and resolve technical hardware and software issues. Provide quick resolution and excellent customer service. Redirect unresolved issues to the next level of support personnel. Resolve customer complaints efficiently related to their tax filings. Advise clients on strategies for minimizing their tax liability within legal parameters. Identify potential areas of risk associated with the clients taxation activities. Evaluate existing procedures for accuracy and identify opportunities for improvement. Inform clients of potentially beneficial products and services, increasing business opportunities. Probe tax situations from different angles to apply for maximum tax benefits or resolve tax debts. Analyze unaudited financial statements to determine adjustments for accurate tax treatment. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Furnished taxpayers with sufficient information and advised to verify correct tax form completion. Use tax form instructions and tables to complete tax forms. Computed taxes owed or overpaid for clients. Used appropriate adjustments deductions and credits to keep clients' taxes to a minimum. Review of internal tax preparation documents. Prepared and/or reviewed state income andfranchise tax returns. Professional usage in OneSource and Go Systems. State Tax Analysis, state tax planning and state tax research as well as advanced tax technology incontext menu paragraph. Produce work papers and lead sheets, tax projects and payment estimations.Jackson HewittTax Preparer Manager01/2016- 06/2020 Prepared and reviewed individual, partnershipcorporations, and trusts tax returns. Trained and taught tax classes to new employees on the policies, procedure process of tax preparation, Input data from financial records into tax return software or databases. Performed technical review of corporate orpartnership state tax returns and work papers with attention to multistate tax issues such asapportionment, state modifications, nexus, andunitary filings and flow through taxation. Performed reviews of estimated payment andwithholding calculations and related filings. Researched state tax legislation and assisting with impact on compliance. Collaborated with in-house Tax team. Prepared and/or reviewed state income andfranchise tax returns. with investment management taxation. Conducted a thorough in-person interview with potential clients, using the companys proprietary tax software application. Researched the Clients back taxes with the IRS and found a resolution. Reviewed prior years returns for accuracy Advised clients to comply with IRS regulations and meet state and federal tax obligations. Informed clients of potentially beneficial products and services, resulting in additional business opportunities. Assisted clients in responding to IRS notices of deficiency or audit findings. Coached, mentored, and trained team members toimprove their job performance. Trained employees on additional job positions to maintain coverage of roles.Franklin County Partnership 2005- 2015Executive Director Assistance Monitored company expenditures (including payroll) Negotiated with vendors and service providers to secure discounts. Tracked and paid sales and use tax. Reconciled statements and payment records. Accounts Payable Accounts Receivables Ensured payment credits are applied correctly. Performed administrative and clerical tasks, such as data entry, preparing invoices, sending bill reminders, filing paperwork, and contacting clients to discuss their accounts. Generated reports and statements for internal use. Engaged in ongoing educational opportunities to update job knowledge. Maintained payroll information by collating, calculating, and entering data. Calculated payroll liabilities by determining employee taxes, including federal and state income and social security tax, and calculating employers payments for social security, unemployment, and workerscompensation.Happys TaxesTax Director2014-2000 Generated reports and statements for internal use. Customer Service Data Entry Organized and analyzed clients financial information Took advantage of opportunities to minimize taxliability through deductions Prepared necessary forms for filing taxes Advised clients about tax liabilities and other tax- related matters Customer Service filed tax returns on paper orelectronically on behalf of clients Data Entry and Customer Service, Accounts Payables as well as Accounts Receivables to establish and update client records Kept abreast of current IRS and state and local tax rules and regulations and ensured full compliance Assisted with audits by gathering financial information and meeting with auditors as neededSKILLS: Microsoft Office Accounting Software Attention To Detail Great Communication Corporate Financing Reporting Expense Reports Financial Instruments General Ledgers Journal Entries (Accounting) Organizational Skills Accounts Payables Accounts Receivables Data Entry Quick Books Office Management Issue Resolution-Help Desk User Training Troubleshooting and diagnosis Help Desk Software Remote Support Technical Support Customer Service Systems Analysis Appointment Scheduling |
