Experience

Walter, Berlingo & Co.

• Accounting
• 1 - 100 Employee

• Tax Preparer

  • Sep 2017 - Present

  • Prepare and assist in preparing simple to complex tax returns for individuals, small business, partnership, and Trust using Pro Fx Tax Software. • Manage daily client workflow and multiple client projects at any given time • Complete tax planning and research. • File tax forms electronically for quick processing • Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns. • Maintain database and contact information to verify all K-1’s are received for the tax returns. • Prepare routine correspondence to client for approval and signature of a partner • Ability to perform the tasks accurately and work in a fast paced, dynamic environment. Show less



Walter, Berlingo & Co.

• Accounting
• 1 - 100 Employee

• Seasonal Tax Preparer

  • Jan 2016 - Apr 2017



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Associate

  • Dec 2015 - Mar 2016

  • Prepared individual income tax returns operating industry specific taxation software. • Interviewed clients and reviewed financial records to determine deductions and prepare both federal and state taxes • Advised clients on how to improve tax situation for future years by strategizing and recommending best course of action with clients regarding tax and IRS inquiries. • Successfully established, developed, and maintained strong client relationships by providing a consistent quality level of service • Hosted tax talks to better address potential client's questions and concerns • Provided telephone support to clients regarding any tax questions or concerns. • Promoted financial services and affiliated special offers to clients. • Completed tax forms in accordance with policies and in compliance with legislation and regulations. Show less



PwC

• Professional Services
• 700 & Above Employee

• Tax Client Service

  • Jun 2015 - Oct 2015

  • Prepared state and local income tax returns for partnership using GoSystem. • Prepared the state work paper and e-filed the state income tax returns. • Processed the completion of state income tax returns for client delivery. • Organized and input client information into a Tax DMS software. • Checked the data input to detect any errors in arithmetic, data entry, or procedures. • Contributed to a positive working environment by building solid relationships with team members. • Prepared state and local income tax returns for partnership using GoSystem. • Prepared the state work paper and e-filed the state income tax returns. • Processed the completion of state income tax returns for client delivery. • Organized and input client information into a Tax DMS software. • Checked the data input to detect any errors in arithmetic, data entry, or procedures. • Contributed to a positive working environment by building solid relationships with team members.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Associate

  • Dec 2014 - Feb 2015

  • Prepared individual income tax returns operating industry specific taxation software. • Interviewed clients to obtain additional information about tax return. • Provided telephone support to clients regarding any tax questions or concerns. • Promoted financial services and affiliated special offers to clients. • Completed tax forms in accordance with policies and in compliance with legislation and regulations. • Attended training Individual income tax and Connecticut individual income tax seminar. Show less