Open To Work
Judith Pierce
Lynchburg
Summary
Detail-oriented Tax Professional specializing in tax compliance and preparation. Streamlined processes through Intuit TurboTax while delivering comprehensive tax advisory services and managing HR, payroll, accounts payable, and accounts receivable functions. Committed to enhancing client relationships and operational efficiency.
Overview
12
12
years of professional experience
Work History
Sr Tax Expert
Intuit Turbo Tax
San Diego
12.2021 - Current
- Prepared and organized federal and state tax returns for individual clients.
- Reviewed client documents, ensuring accuracy and compliance with tax regulations to minimize audit risk.
- Communicated with clients to gather necessary financial information and clarify details.
- Utilized Intuit TurboTax software to streamline tax preparation processes efficiently.
- Educated clients on applicable tax deductions and credits, enhancing their understanding and maximizing potential savings.
- Maintained up-to-date knowledge of changes in tax laws and regulations each year.
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Collaborated with team members to share best practices and improve preparation methods.
- Compiled data from clients to accurately complete tax forms.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Advised clients on optimal tax filing strategies, promoting legal compliance and efficiency in their tax submissions.
Office Manager
Sam Green Vault Corporation
Lynchburg
09.2014 - Current
- Coordinated daily office operations to ensure smooth workflow and timely task completion.
- Managed scheduling and communication to enhance collaboration between departments and clients.
- Oversaw inventory management and ordered office supplies.
- Implemented filing systems to organize documents and improve accessibility.
- Trained new staff on office procedures and company policies.
- Developed office budgets and monitored expenses to align spending with project goals.
- Ensured compliance with safety regulations and company standards.
- Facilitated meetings, prepared agendas, and documented meeting minutes.
Education
High School Diploma -
Shafter High School
Shafter, CA05-1980
Taft College
Taft CASkills
- Tax preparation
- Tax compliance
- Tax return preparation
- Tax advisory
- Intuit TurboTax
- Financial analysis
- Electronic filing
- Record keeping
- Client communication
- Budget management
- Time management
- Problem solving
- Office coordination
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeLocation Preference
RemoteOn-SiteSalary Range
$86000/yr - $200000/yrTimeline
Sr Tax Expert
Intuit Turbo Tax
12.2021 - Current
Office Manager
Sam Green Vault Corporation
09.2014 - Current
High School Diploma -
Shafter High School
Taft College