Experienced tax consultant and site coordinator skilled in military tax efficiency and problem-solving. Recognized for quality assurance in tax preparation and a commitment to optimizing operational processes for enhanced client satisfaction.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
VITA Site Coordinator
LIFE Financial Assistance Organization, Inc.
Virginia Beach
01.2024 - Current
Collaborated with staff to develop and implement training sessions for volunteers.
Managed operations to ensure efficient service delivery to clients.
Organized and managed logistics for the site.
Managed volunteer staff scheduling and coordination to ensure continuous coverage.
Supervised a team of volunteers assigned various tasks at the event.
Ensured compliance with all applicable IRS regulations related to the tax filing.
Provided customer service support to clients during tax preparation.
Provided support and guidance to site staff, fostering a collaborative and productive work environment.
Implemented site policies and procedures to optimize operational efficiency.
Quality reviewed returns for accuracy prior to e-filing.
Senior Tax Consultant
Workplace Options/MOS Contractor
Chesapeake
08.2014 - 10.2025
Researched tax regulations to ensure compliance and accuracy in filings.
Provided information and guidance to clients in understanding complex tax issues and strategies.
Clarified tax laws and updates, informing clients of relevant changes and impacts.
Mentored junior staff and seasonal staff on best practices in tax consulting and compliance.
Identified potential tax issues relevant to military concessions, and provided swift, effective solutions to clients and team members.
Communicated effectively with colleagues at all levels within the organization.
Provided guidance to clients on the most beneficial methods of filing taxes and strategies for minimizing tax liabilities.
Furnished taxpayers with sufficient information and advice to verify correct tax form completion in regard to residency.
Used tax form instructions and tables to complete tax forms.
Researched residency concessions for clients from the state levels, clarifying use of SCRA/MSRRA/VBTA etc.
Education
Bachelor of Arts - Christian School Education/Theology
TOPC Bible College
Norfolk
05-2000
Associate of Applied Science - Teacher Training For The Disabled
TCC
Virginia Beach, VA
Skills
Volunteer management
Tax compliance
Training development
Quality assurance
Military tax efficiency
Problem solving
Certification
VITA Certified in Advance, Military and International
Timeline
VITA Site Coordinator
LIFE Financial Assistance Organization, Inc.
01.2024 - Current
Senior Tax Consultant
Workplace Options/MOS Contractor
08.2014 - 10.2025
Bachelor of Arts - Christian School Education/Theology
TOPC Bible College
Associate of Applied Science - Teacher Training For The Disabled