Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Haseeb Ahmad

Merewether,NSW

Summary

Self-motivated Tax Consultant dedicated to strategising 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.

Overview

8
8
years of professional experience

Work History

Tax Consultant

H and R Block Newcastle
06.2024 - Current
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favourable outcomes through effective negotiation and documentation.
  • Offered tailored recommendations to clients for reducing tax liabilities, leveraging a thorough understanding of tax regulations and available deductions.
  • Calculated estimated tax payments for clients, ensuring they were informed and prepared for upcoming obligations.
  • Customized features of HandiTax to meet the unique needs of each client's financial situation, enhancing accuracy and efficiency in tax preparation.
  • Conducted comprehensive reviews of internal tax documentation, significantly reducing errors related to missed tax benefits and ensuring compliance with regulations.
  • Utilized tax software to prepare and file returns, consistently meeting deadlines while maintaining a high standard of accuracy and attention to detail.
  • Collaborated with team members to implement best practices in tax preparation and client service, contributing to a streamlined workflow and improved client satisfaction.

Tax Consultant

H and R Block Newcastle
06.2023 - 11.2023
  • Prepared and filed federal and state tax returns for a diverse clientele, ensuring compliance with tax laws and regulations.
  • Utilized HandiTax software for efficient data entry and processing, which improved accuracy and reduced processing time by 20%.
  • Conducted thorough tax assessments to identify potential deductions and credits, maximizing client refunds and minimizing tax liabilities.
  • Managed client relationships by providing personalized consultations and tax planning strategies, resulting in a 95% client satisfaction rate.
  • Collaborated with team members to streamline the workflow process, enhancing overall efficiency in tax preparation and client service.
  • Assisted in training new employees on the use of various accounting software, includingIntuit ProConnect, Drake Tax, fostering a collaborative learning environment.
  • Stayed updated on changes in tax legislation and best practices, ensuring clients received the most current and effective tax advice.

Sales and Marketing

Daikin International
01.2017 - 01.2018
  • Collaborated with sales and marketing teams to provide technical expertise during product presentations, aiding in business development efforts.
  • Collaborated closely with sales and marketing teams to align product availability with promotional activities and seasonal demands.
  • Streamlined communication between sales and marketing teams for more effective collaboration and results.
  • Championed company values and mission, consistently demonstrating a commitment to excellence in all aspects of overseas sales and marketing activities.
  • Worked closely with sales and marketing teams to develop effective strategies for managing credit risk while achieving business growth objectives.

Education

Master of Public Administration - Professional Accounting

Charles Sturt University
Melbourne, VIC
01.2020

Bachelor - Business Administration

Comsats Institute of Information Technology
01.2015

Skills

  • Critical Thinking
  • Tax Software Proficiency
  • Tax Credits and Incentives
  • Payroll Tax Management
  • Document Preparation
  • Tax Research Abilities
  • Financial Analysis Competence
  • Excise Tax Management
  • Corporate Taxation Proficiency

References

  • Ashley Mcleod, Branch Manager, H & R Block Newcastle, 0401 064 602
  • Jehanzeb Khan, Branch Manager, H & R Block Newcastle, 0414 451 232

Languages

English
Full Professional

Timeline

Tax Consultant

H and R Block Newcastle
06.2024 - Current

Tax Consultant

H and R Block Newcastle
06.2023 - 11.2023

Sales and Marketing

Daikin International
01.2017 - 01.2018

Master of Public Administration - Professional Accounting

Charles Sturt University

Bachelor - Business Administration

Comsats Institute of Information Technology
Haseeb Ahmad