Semaj LeBlanc
Beaumont
Summary
Dynamic Tax Preparer with extensive experience at Max Tax, adept at optimizing tax deductions and ensuring compliance with local, state, and federal regulations. Proven ability to build strong client relationships while maintaining confidentiality. Skilled in document preparation and financial management, delivering exceptional service during peak seasons and enhancing team efficiency. And has comprehensive understanding of tax regulations and compliance. Ensured accurate tax filings and provided valuable insights to optimize client returns. Collaborative team player with results-driven mindset, adaptable to evolving tax laws and client needs. Proven skills in detailed tax analysis and client advisory services.
Overview
1
1
year of professional experience
Work History
Tax Preparer
Max Tax
10.2024 - Current
- Assisted in preparing individual and business tax returns using tax preparation software.
- Gathered and organized client financial documents for accurate tax filing.
- Learned tax regulations and compliance requirements to support clients effectively.
- Collaborated with senior preparers on complex tax issues for enhanced understanding.
- Adapted quickly to new software updates and changes in tax legislation.
- Maintained confidentiality of sensitive financial information throughout the preparation process.
- Provided excellent customer service by addressing client inquiries regarding tax processes.
- Supported team efforts in ensuring timely completion of all client filings before deadlines.
- 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.
Education
High School Diploma -
Central High School
88 Jaguar Drive06-2012
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- Relationship building
- Data inputting
- Tax law compliance
- Financial management
- New business development
- Payroll processing
- Mathematical calculations
- Liabilities mitigation
- Tax deductions optimization
Timeline
Tax Preparer
Max Tax
10.2024 - Current
High School Diploma -
Central High School