Professional Summary
Detail-oriented Junior Tax Preparer with experience preparing individual federal and state returns, reconciling source documents, and navigating complex schedules. Thorough knowledge of current IRS guidelines, New York tax compliance, and automated preparation platforms, dedicated to delivering error-free filings and transparent client communication.
Professional Experience
Harborline Tax Advisory LLC
New York, NY
Junior Tax Preparer
Jan 2024 – Present
- Prepare federal Form 1040 returns along with Schedules A, B, C, D, and E for over 180 individual and sole proprietor clients per season.
- Verify client documentation including W-2s, 1099s, and K-1s to identify eligible credits and deductions in full compliance with current tax code regulations.
- Calculate New York State IT-201 and New Jersey NJ-1040 resident and non-resident returns using professional tax software.
- Conduct client intake interviews to gather source documents, clarify discrepancies, and summarize filing positions for senior preparer sign-off.
Oatman Financial Associates
New York, NY
Tax Preparation Intern
Jan 2023 – Apr 2023
- Supported senior accountants during the busy season by organizing, scanning, and cross-checking prior-year returns and workpapers for 220 tax files.
- Input validated taxpayer income and deduction data into Drake Tax software, flagging missing forms for client follow-up.
- Prepared basic Schedule C workpapers detailing business expenses and home office deductions under the guidance of licensed preparers.
Education
Baruch College, City University of New York
Bachelor of Business Administration · Accounting · New York, NY · 3.7 GPA · Sep 2019 – May 2023
Coursework concentrated on individual federal taxation, business entity taxation, financial accounting, and computerized accounting systems.
Projects
Small Entity Tax Strategy Study
Feb 2023 – May 2023
- Analyzed five years of financial statements and operational expenses for a sample retail enterprise to evaluate tax exposure under diverse entity structures.
- Drafted comparative tax liability models evaluating deductions, depreciation schedules, and estimated quarterly obligations.
Technical & Tax Skills
Form 1040 Tax Preparation
Schedule C Reporting
New York State & Local Taxes (IT-201)
Drake Tax Software
Intuit ProConnect
W-2 & 1099 Verification
Tax Document Intake & Review
IRS e-File Compliance
Quarterly Estimated Tax Filings
Microsoft Excel
Languages
English
C2
Spanish
B2
Certifications
Annual Filing Season Program Record of Completion
Internal Revenue Service · Jan 2025
Volunteer Service
Metro Community Tax Assistance Program
New York, NY · Jan 2022 – Apr 2022
- Volunteer Tax Preparer (VITA)
- Prepared no-cost federal and New York state income tax returns for over 65 low-to-moderate-income residents under the IRS VITA guidelines.
- Screened taxpayers for Earned Income Tax Credit (EITC) and Child Tax Credit eligibility while ensuring strict data privacy protocols.