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Click here or scroll down to respond to this candidateCandidate's Name
Email: EMAIL AVAILABLEPhone:PHONE NUMBER AVAILABLESkills/Experience Summary:Experience with:oFirst point of contact for TurboTax customers with questions about either their tax return/situation or specific questions about how to interact with the TurboTax online or desktop software via phone or chatoPreparing individual/small business tax returns (sole proprietor, LLC) and non-profit tax returns (20+ years)oUsing proprietary and online tax preparation software, including H&R Block, Jackson Hewitt, Liberty, TurboTax, TaxSlayer, FreeTaxUSA and OLToPerform bookkeeping/prepare financial statements for small businesses/non-profits.oServed as Treasurer/board member for Chronic Illness Alliance non-profit organization from 2019 through 2023.oSalesforce CRM softwareExtensive experience:oMicrosoft Office products (Word, Outlook, PowerPoint, Teams).oIntermediate knowledge of MS Excel with Pivot Tables & ChartsoQuickBooks, TurboTax online, TurboTax DeluxeBusiness Experience:RL Plumbing: January 2004 through Present-Bookkeeper/Tax preparer Part timeoPrepare monthly bookkeeping records and corresponding statements.oPerformed monthly closing entries using QuickBooks online.oPrepared year-end financial statements and federal, state & local tax returns/documentationoWorked with customers and vendors on accounts receivable or account payable activitiesIntuit, Inc./TurboTax:-Tax seasons 2024 Tax Associate-Full Service Manager: Eleanore SteinleoWorked with customers virtually to prepare and e-file their individual 2023 Federal and State (where applicable) tax returns.oAnswered phone calls to help customers with either their personal or business tax return questions or questions about navigating the TurboTax (both online and desktop) application.oEscalated questions to next tier of customer support for complex tax questions or TurboTax online application questions.-Tax season 2023 Tax Associate/Customer Service RepresentativeoAnswered phone calls to help customers with either their personal 2022 tax return questions or questions about navigating the TurboTax (both online or desktop) application.oEscalated questions to next tier of customer support for complex tax questions or TurboTax online application questions.Liberty Tax: 2016 and 2017 Tax seasons - Tax Associate/Customer Service RepresentativeoMet with clients face to face to discuss tax situation and gather information to prepare tax return.oWorked with proprietary software application to prepare and transmit tax returns to the IRS.oWorked with clients to address and communicate any issues that came up during preparation of their return.Jackson Hewitt: January 2010 through April 2014 Tax Seasons - Tax Associate/Customer Service RepresentativeoMet with clients face to face to discuss tax situation and gather information to prepare tax return.oWorked with proprietary software to prepare and transmit tax returns to the IRS.oWorked with clients to address and communicate any issues that came up during preparation of their return.H&R Block: January 2004 through April 2006 Tax Seasons - Tax Associate/Customer Service RepresentativeoMet with clients face to face to discuss tax situation and gather information to prepare tax returns.oWorked with proprietary software to prepare and transmit tax returns to the IRS.oWorked with clients to address and communicate any issues that came up during preparation of their return.Education/Designations:oSpalding University, Louisville, KY - Bachelor of Science in Business Administration Dual major in Accounting/Information SystemsoBellarmine University, Louisville, KY - Finished 18 credit hours towards MBA. |
