Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize tax liability for clients. Experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records. Well-developed knowledge of multiple tax management software such as HandiTax. Expert in researching and correcting process errors.
• Worked with multiple companies and individuals' clients and provided professional advice on any tax-related issues.
• Prepared and reviewed the client's tax returns to ensure the accuracy of all data and completed financial statements and reports.
• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
• Stayed up to date with current laws and regulations, identified potential clients and promoted company's services.
• Calculated form preparation fee according to return complexity and processing time required.
• Provide excellent customer services to all customers.
• Answer and direct all calls in a professional and friendly manner.
• Perform data entry of new client profiles and update existing ones in membership database.
• Sort and distribute incoming mail, packages and other correspondence.
• Receive and schedule appointments for all departments using scheduling software and following studio protocols.
H&R BLOCK Income Tax Course
Perth, Australia
Tax Accountant Trainee Universal Taxation Services
Nov 2022 – Jan 2023 | Perth, Australia
Auditor - Trainee Aditya Birla Group, India
Sep 2015 – Oct 2015
H&R BLOCK Income Tax Course
Perth, Australia