Teresa Palmer
Norfolk
Summary
At Jackson Hewitt, I excelled as a Tax Preparer, leveraging my expertise in tax law compliance and organizational skills to enhance client satisfaction. My proactive approach in educating clients on tax strategies and meticulous review for deductions significantly contributed to trust and loyalty, while staying abreast of regulations ensured accuracy and minimized audit risks.
Detail-oriented Tax Preparer with 20 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
7
7
years of professional experience
Work History
Tax Preparer
Jackson Hewitt
09.2017 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Identified potential audit red flags to minimize risk of IRS audits.
- Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
Education
Associate of Applied Science - Accounting
ECPI University
Virginia Beach, VA06-2000
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Data inputting
- Tax law compliance
- Tax law knowledge
- Tax compliance
- Mathematical calculations
- Tax deductions optimization
- Tax law
Timeline
Tax Preparer
Jackson Hewitt
09.2017 - Current
Associate of Applied Science - Accounting
ECPI University
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