Megan Robinson

• Phone: +1 646 555 0123
• Email: megan.robinson@email.com
• Location: New York, USA
• LinkedIn: meganrobinsontax

Summary

Over 7 years of dedicated experience in tax preparation, consistently achieving high accuracy rates for individual (1040) and small business (1120, 1120S, 1065) federal and state tax returns.

Proven ability to interpret complex tax codes, identify deductions, and advise clients on tax planning strategies, resulting in an average of 15% tax savings for clients and maintaining a 98% client retention rate.

Adept at utilizing advanced tax software and staying current with evolving IRS regulations to ensure full compliance and optimize financial outcomes for a diverse client portfolio.

Experience

Senior Tax Preparer, Liberty Tax Service -- New York, USA

Mar 2020 – present

• Managed a portfolio of over 250 individual and 70 small business tax returns annually, ensuring accurate and timely filing.

• Provided comprehensive tax consulting services, advising clients on tax implications of financial decisions and future planning, increasing client satisfaction scores by 20%.

• Trained and mentored junior tax preparers on tax software usage, compliance procedures, and client communication best practices.

• Successfully resolved over 50 IRS notices and state audits for clients, mitigating potential penalties and interest.

Tax Preparer, Jackson Hewitt Tax Service -- Queens, USA

Jan 2017 – Feb 2020

• Prepared federal and state income tax returns for individuals and small businesses, handling an average of 180 returns per tax season.

• Conducted thorough interviews with clients to gather necessary financial information and identify all eligible deductions and credits.

• Maintained up-to-date knowledge of tax laws and regulations, consistently attending professional development seminars.

• Assisted clients with e-filing processes and provided clear explanations of tax outcomes and next steps.

Education

Baruch College, CUNY, BBA in Accountancy -- New York, USA

Sept 2013 – Dec 2016

Skills

Tax Preparation Software: UltraTax CS, ProSeries, H&R Block Tax Software, TurboTax Business, Drake Tax Software

Tax Law & Regulations: Individual Income Tax (Form 1040), Small Business Tax (Forms 1120, 1120S, 1065), State & Local Tax (SALT), IRS Audit Representation, Tax Planning & Strategy, Deductions & Credits, Payroll Taxes

Financial Tools: QuickBooks, Microsoft Excel, Microsoft Word, Google Sheets

Client Services: Client Advisory, Financial Consultation, Confidentiality, Problem Solving, Communication, Relationship Management