Regina Ann Bolen
Memphis,TN
Summary
Knowledgeable with solid foundation in tax preparation and compliance. Assisted in preparation of tax returns, ensuring accuracy and adherence to regulations. Demonstrated proficiency in financial data analysis and client communication.
Professional and adaptable tax assistant with focus on accurate financial documentation and compliance. Skilled in tax preparation, data analysis, and client communication, consistently delivering reliable support. Strong team player who adapts to changing needs, ensuring efficient and effective outcomes.
Overview
9
9
years of professional experience
Work History
Tax Professional Assistant
CHERRY TREE TAX SERVICES
Gainesville, FL
12.2024 - Current
- Assisted in preparing tax returns for individuals and small businesses, ensuring compliance with regulations.
- Conducted research on tax laws and updates to provide accurate information to clients.
- Supported senior tax professionals in managing client accounts and maintaining documentation accuracy.
- Reviewed financial statements and supporting documents to verify data integrity for tax filings.
- Facilitated communication between clients and tax authorities, addressing inquiries efficiently.
- Trained new staff on software systems and best practices in tax preparation processes.
- Streamlined document collection procedures, enhancing efficiency in the overall tax preparation workflow.
- Reduced errors in tax filings by meticulously reviewing and double-checking all documents.
- Prepared individual, partnership, corporate, trust, and non-profit tax returns accurately and efficiently.
- Increased client retention rate by consistently delivering high-quality services that exceeded expectations.
- Contributed to a positive work environment by actively participating in team meetings and offering support to colleagues.
- Utilized tax software to prepare returns and meet deadlines.
Education Paraprofessional
State of Florida, Department of Juvenile Justice Contract Provider
St. Augustine, FL
01.2019 - 12.2023
- Supports teachers in meeting the instructional, educational, behavioral, and social emotional needs of students with disabilities in the classroom.
- Provides small group and/or individualized instruction to students with disabilities in accordance with the students’ IEP and the supervising teacher’s lesson plans.
- Collects instructional and behavioral data for all objectives being taught for each student.
- Communicates proactively with teachers to inform them of student issues and conversations with parents.
- Responds to emails and phone calls from school leaders and teachers in a timely manner.
- Assists during standardized testing to support state and local testing processes and policies.
- Assists with preparation of daily lesson plan materials and makes copies of materials for students (print or electronic).
- Assists with distribution of food, supplies, materials and equipment, including technology.
- Performs other duties as assigned.
- St. Johns Youth Academy, 4500 Avenue D, St. Augustine, FL 32095
- Supervisor - Mr. James Franklin, Director of Operations, 352-494-2425
- Academy closed by DJJ.
Administrative Assistant
Lil Ones World Academy, Inc. and subsidiaries
Gainesville, FL
07.2017 - 12.2018
- Perform general clerical duties to include, but not limited to, bookkeeping, copying, faxing, mailing and filing.
- File and retrieve organizational documents, records and reports.
- Coordinate and maintain records for staff, office space, telephones, parking, company debit card and office keys.
- Coordinate and direct office services, such as records, budget preparation, personnel and housekeeping.
- Create and modify documents such as invoices, reports, memos, letters and financial statements using word processing, spreadsheet, database and/or other presentation software such as Microsoft Office, QuickBooks or other programs.
- 1735 Southeast Hawthorne Road, Gainesville, FL 32641
- Supervisor - Ms. Mirrian Douglas, Asst. Director, 352-219-7029
- Laid off, Center closed.
- Developed and maintained filing systems to ensure easy access to records.
- Coordinated scheduling for educational programs, enhancing operational efficiency.
Education
Diploma -
Santa Fe High School
HIGH SCHOOL06.2017
Skills
- Knowledge of childhood growth and development; Select/use training/instructional methods and procedures appropriate for the situation when learning or teaching; Effectively supervise children; knowledgeable of academic subjects relevant to position assignment; Computer proficient; Work well with students, staff, and parents in a professional manner; Knowledgeable of safety & security procedures; Work well under pressure and meet deadlines; Exceptional interpersonal skills; Dependable; Ability to exercise good judgment; Professional with a persistent nature and a progressing passion for education/social service; Skilled in working with diverse populations
- Excellent verbal and written skills; Excellent organizational skills; Ability to manage numerous projects simultaneously; Troubleshooting and problem-solving skills; Proven ability to work under pressure; Success oriented, resourceful and innovative
Timeline
Tax Professional Assistant
CHERRY TREE TAX SERVICES
12.2024 - Current
Education Paraprofessional
State of Florida, Department of Juvenile Justice Contract Provider
01.2019 - 12.2023
Administrative Assistant
Lil Ones World Academy, Inc. and subsidiaries
07.2017 - 12.2018
Diploma -
Santa Fe High School
COMMUNITY & COMMITTEE INVOLVEMENTS:
Alachua County Youth Leadership Project, Girl Scouts of Alachua County, Church Community Outreach