Dynamic taxation professional with extensive expertise in tax planning, compliance, and audit management. Proven ability to drive strategic initiatives that deliver impactful results through effective team collaboration and problem-solving. Proficient in optimizing tax processes, implementing regulatory changes, and leveraging analytical skills to align with business objectives. Committed to adapting to evolving tax laws and organizational needs while ensuring accurate and timely tax filings.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Seasonal Tax Manager 1
Intuit
Mountain View, CA
11.2023 - Current
Directed a remote team of tax professionals, focusing on seasonal leadership and management. Cultivated a collaborative environment to enhance team performance in preparing individual tax returns. Fostered professional development through tailored guidance for diverse skill levels and personalities.
Streamlined reporting processes, improving accuracy and reducing turnaround times for filings.
Mentored junior staff, enhancing their understanding of tax laws and compliance processes.
Implemented technology solutions to automate workflow, increasing efficiency in tax preparation processes.
Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
Created training materials and led educational sessions for colleagues on emerging tax topics or regulatory changes that may affect the organization''s operations.
Dispatch Supervisor
Action Worldwide/Precious Cargo
Atlanta, GA
05.2017 - 11.2023
Achieved seamless operations for a fleet of 30 chauffeurs through effective management. Streamlined payroll processes and ensured accuracy in employee information. Enhanced chauffeur productivity by designing optimized daily routes and schedules. Maintained high standards of vehicle performance through diligent maintenance scheduling. Delivered proactive communication of route and schedule changes to chauffeurs and clients during unforeseen circumstances.
Monitored performance metrics to identify areas for operational enhancement.
Remote Senior Tax Expert - Seasonal
Intuit
Georgia
01.2021 - 04.2023
Achieved high client satisfaction by delivering accurate business and individual tax returns through effective communication. Enhanced understanding of tax regulations by proactively researching and addressing inquiries. Improved client experience by troubleshooting software issues and providing clear instructions for account access.
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Maintained compliance by adhering to current tax laws and regulations.
Realtor
Sanders Team of Realty One Group Edge
Atlanta, GA
09.2019 - 03.2020
Achieved successful home transactions by promoting client interests during buying and selling processes. Delivered expert home inspections to ensure property quality. Negotiated contracts to secure optimal outcomes for clients. Analyzed market trends to provide strategic insights. Built and maintained positive relationships with clients and community members.
Established and maintained relationships with clients, fostering trust and loyalty over time.
Collaborated with mortgage lenders, inspectors, and appraisers to facilitate smooth transactions.
Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
Tax Preparer
Varies Companies
Douglasville, GA
01.1995 - 01.2020
In person and remotely assisted clients with accurately preparing Business, Individual, Federal and State income tax returns through Zoom, chat and email. Answered and researched complex tax law and application inquiries by staying abreast of new and evolving tax rules and regulations. Troubleshot software applications issues and instructed clients on account access and account retrieval procedures.
TRANSPORTATION SPECIALIST
MARTA
Atlanta, GA
01.2013 - 09.2017
Routinely and efficiently transport patrons to and from their destinations in a safe and timely manner. Greet and collect transportation fare from passengers. Issue receipts (upon request), announce upcoming routes, and ensure passengers safety at all time, to maintain quality assurance and safety standards.
CUSTOMER SERVICE REP (REMOTE)
Newcorp
Sterling, VA
01.2012 - 01.2013
Provided comprehensive technical support and programming for equipment. Successfully resolved customers billing issues and discrepancies. Effectively navigated multiple software programs, to maintain the highest level of efficiency. Maintained accurate records of transactions completed, to resolve customers' service or billing issues.
CUSTOMER SERVICE REP (REMOTE)
TeleTech Corp
Englewood, CO
01.2011 - 01.2012
Conferred with customers in a high-volume, call center setting, utilizing automatic call distribution. Up-sold products and services that would be of benefit to the company and customer, while resolving issues regarding their warranty and billing. Used software applications to maintain and track records of all customer transactions.
CUSTOMER SERVICE REP I
AT&T
Cedartown, GA
01.2007 - 01.2010
Successfully handled a wide range of calls, in a high-volume call center, on a daily basis. Performed required research to troubleshoot and resolve customers' porting issues, while ensuring service excellence. Properly and efficiently used software applications to maintain records of transactions, as well as actions taken to resolve customers' service or billing issues.
Education
Real Estate - Realtor
Barney Fletcher Real Estate School
Smyrna, GA
10-2019
ACCOUNTING/BUSINESS - Associate
West Georgia Technical College
Douglasville, GA
01-2015
Restraurant/Business Management - Course
Cuyahoga Community College
Warrensville Heights, OH
01-1992
Skills
Analytical thinking
Conflict resolution
Goal setting
Team building
Team management
Relationship building and management
Team building leadership
Decision-making
Effective communication
Team collaboration
Time management
Multitasking Abilities
Certification
Annual Filing Season Program (AFSP)
Enrolled Agent
CDL
Real Estate License
CPR Certification
Non-CDL Class C
CDL A
Air Brake Endorsement
Driver's License
CDL License (Class A+B with passenger endorsement.