Carolina Steele
Dalllas
Summary
Results-driven Senior Tax Preparer with expertise in tax preparation, compliance management, and financial analysis. Enhanced tax processes and cultivated strong client relationships, ensuring satisfaction and repeat business. Committed to delivering efficient solutions that improve operational effectiveness.
Overview
1
1
Language
1
1
Certification
15
15
years of professional experience
Work History
Senior Tax Preparer
T&G ACCOUNTING SERVICES
Dalllas
04.2023 - Current
- Reviewed and prepared individual and business tax returns for accuracy.
- Assisted clients in understanding tax regulations and ensuring compliance.
- Collaborated with team members to streamline tax preparation processes, improving overall workflow.
- Researched changing tax laws and communicated implications to clients, ensuring compliance and informed decision-making.
- Provided guidance on tax planning strategies to minimize liabilities.
- Identified potential deductions to minimize clients' tax burden.
- Oversaw documentation processes to ensure accurate record-keeping for tax filings. and organized financial records for efficient tax filing.
- Cultivated relationships with clients, resulting in increased repeat business and client retention.
- Developed comprehensive spreadsheets to organize financial data for analysis. tracking income sources for use by upper management.
- Analyzed past due accounts receivable for accuracy prior to submission for collection proceedings.
- Performed analysis of quarterly balance sheets utilizing Excel software programs.
- Communicated effectively with clients regarding financial records and other relevant information required for filing purposes.
ARISE CUSTOMER SERVICE
Self Employed Web
Atlanta
10.2020 - Current
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Assisted with customer requests and answered questions to improve satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Prioritized and organized tasks to efficiently accomplish service goals.
Premium Auditor
GDD Associates
Atlanta
12.2020 - 04.2023
- Prepared detailed audit reports outlining findings and recommendations.
- Analyzed financial records to assess risk and liability factors.
- Evaluated financial operations and costs for business operations and provided strategic recommendations to leadership team.
- Communicated audit results clearly to clients and stakeholders.
- Conducted investigations on referred files within established timeframes.
- Researched changes in state laws or regulations impacting premiums or coverages.
Insurance Agent
America Insurance Services
Smyrna
06.2011 - 01.2015
- Consulted with clients to identify insurance needs and recommend appropriate coverage.
- Educated clients on insurance products and benefits to enhance understanding.
- Provided customers with information regarding plan features, pricing, and availability.
- Managed client accounts and maintained up-to-date policy information.
- Processed applications, renewals, and claims efficiently within company guidelines.
- Built strong relationships with clients through excellent customer service.
Education
High School Diploma -
Marietta High School
Marietta, GA05-2018
APA Certification - Premium Auditing
The Institutes
Online 07-2026
Skills
- Tax preparation
- Tax compliance knowledge
- Account reconciliation
- Tax credits optimization
- Tax software proficiency
- Financial analysis
- Financial data analysis
- Audit reporting
- Risk assessment
- Compliance management
- Regulatory compliance
- Auditing principles
- Account reconciliation
- Client relations
- Regulatory compliance
- Tax law interpretation
Languages
Spanish
Full Professional
Certification
- APA Certification
Timeline
Senior Tax Preparer
T&G ACCOUNTING SERVICES
04.2023 - Current
Premium Auditor
GDD Associates
12.2020 - 04.2023
ARISE CUSTOMER SERVICE
Self Employed Web
10.2020 - Current
Insurance Agent
America Insurance Services
06.2011 - 01.2015
High School Diploma -
Marietta High School
APA Certification - Premium Auditing
The Institutes