Experienced Tax specialist with 10 months of experience in preparing federal, state and local

tax returns. Dedicated professional with extensive knowledge of the tax codes and ways to
legally lower tax liability for clients. Committed to providing the best care to clients through
transparent communication and timely preparation of taxes. professional Retail Personal
banker with 1+ year of extensive knowledge of financial products and services.

1. Preparation of federal, state and local tax returns under IRS regulations.
2. Preparation of 1040, 1040HNI, k1,8621, COR, FBAR,1099s etc.
3. Analysed operational processes and made adjustments to ensure tax compliance with
established standard
4. Compiled financial statements and reconciled accounts payable and receivable to
eliminate tax issues.
5. Conducted comprehensive tax research and analysis for tax payments and tax
deductions.

1. Managed a high-volume of client accounts, ensuring accurate and timely execution of trades and
transactions.
2. achieved 20% increase in client retention rate through proactive communication and tailored financial
solutions.
3. successfully resolved client inquiries within 24 hours, exceeding service level agreements.
4. Grew portfolio revenue by identifying upsell opportunities and cross-selling additional banking
services.
5. Successfully negotiated and closed major contracts with high-profile clients, resulting in new business.
6. Developed and executed customized financial strategies for clients, resulting in optimized financial
performance and risk management.

1. Customer service
2. Tax compliance
3. Tax software such as CCH, TIGER, M-FILES etc.
4. Adaptability and flexibility
5. Analytical skills
6. Problem solving
7. Tax return preparation and filing
8. Financial statements expertise
9. Income and expense evaluations
10. US and International Tax Law
11. Retail banking
12. Financial products and services