Lily Aldridge
Adamsville
Summary
Dynamic tax professional with proven expertise at Tax And Earn, excelling in client communication and document preparation. Successfully prepared accurate tax returns while fostering strong client relationships. Recognized for exceptional organization skills and providing strategic counsel on estimated payments, ensuring clients avoid penalties and maximize their tax benefits. Skilled in printing payroll checks and making payroll payments through EFTPS software.
Overview
8
8
years of professional experience
Work History
Tax Preparer
Tax And Earn
Ramer, TN
01.2019 - Current
- Prepare and filed accurate federal, state, and local tax returns for individuals
- Collaborated with clients to gather necessary documentation and answer any questions or concerns regarding their taxes
- Provided exceptional customer service by promptly responding to clients inquiries via phone calls or emails throughout the year
- Counseled clients on estimated quarter payments to avoid underpayment penalties
Receptionist
Tax And Earn
Ramer, TN
01.2018 - Current
- Prepare and filed accurate federal, state, and local tax returns for individuals
- Collaborated with clients to gather necessary documentation and answer any questions or concerns regarding their taxes
- Provided exceptional customer service by promptly responding to clients inquiries via phone calls or emails throughout the year
- Counseled clients on estimated quarter payments to avoid underpayment penalties
Education
High School Diploma -
Mcnairy Central High School
Selmer, TNSkills
- Organization skills
- Document preparation
- Relationship building
- Client communication
- Data gathering
- Data inputting
- Payroll processing
- Payroll taxes
Timeline
Tax Preparer
Tax And Earn
01.2019 - Current
Receptionist
Tax And Earn
01.2018 - Current
High School Diploma -
Mcnairy Central High School