Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans, and completing returns to maximize deductions and minimize liabilities. Pursuing a role with a tax preparation services organization.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Tax Associate
Wiatr & Associates
Nashville, TN
02.2026 - Current
Prepared and reviewed individual and business tax returns, ensuring compliance with federal and state regulations.
Assisted clients in understanding tax obligations, providing clear guidance on deductions and credits available.
Conducted thorough research on tax laws to support accurate reporting and optimize client outcomes.
Collaborated with team members to streamline processes, enhancing overall efficiency in tax preparation workflows.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Junior Account Manager
BriBiz Entertainment and Financial Management
Nashville, TN
03.2025 - 01.2026
Reconciled monthly expenses using Excel and made proper adjustments where necessary.
Entered and reconciled invoices into an accounting software and paid upcoming invoices based on client needs.
Coded credit cards to appropriate categories and reported cash flows.
Reconciled clients’ bank accounts on a weekly and monthly basis.
Tracked performance and merchandise income settlements.
Client Bookkeeper
Kings Business and Financial Management
Nashville, TN
01.2024 - 03.2025
Reconciled client accounts according to bank statements.
Used problem-solving skills to adjust Excel worksheets to reflect clients’ needs.
Communicated with Business Manager on a daily basis to discuss cash flow projections and plans.
Sat in on monthly and quarterly budget plans to brainstorm and adjust budgets to meet client-specific needs.
Education
Bachelor of Business Administration - Finance, Psychology