Arokimary Pamela Dass
Forest Park
Summary
Dynamic Income Tax Preparer at H & R Block with a proven track record in tax return preparation and client relationship building. Expert in tax calculation and maintaining client confidentiality, successfully identifying opportunities for tax savings and minimizing audit risks. Committed to ongoing professional development and delivering exceptional client service.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Income Tax Preparer
H & R Block
01.2013 - Current
- Completed and filed returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- Identified potential audit red flags to minimize risk of IRS audits.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Researched complex tax issues utilizing online resources and professional tax software.
- Researched tax implications for various deductions and credits.
- Calculated estimated tax payments for clients.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Utilized tax software to prepare returns and meet deadlines.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Provided information about available products and services to clients, resulting in increased business opportunities.
Retail Banking Officer
Forest Park Bank
05.2002 - Current
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Probed to understand customer banking needs to integrate marketing promotions and programs into conversations and offer strategic advice.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Reached out, generated appointments and built new relationships to grow business.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Assisted customers with banking needs and inquiries.
- Established rapport with new clients to increase satisfaction and loyalty.
- Trained new hires on customer service policies and procedures.
- Generated monthly reports on general ledger balancing.
- Referred customers to other banking departments for specialized services.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Educated customers on online banking and mobile banking applications.
- Wrote and distributed customer correspondence.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Calculated fees due, interest and change for customer transactions.
- Handled various accounting transactions.
Education
Bachelor of Science - Business Administration 3.8 GPA
University of Phoenix
Chicago Illinois05-2015
Skills
- Tax calculation
- Maintaining client confidentiality
- Information gathering
- Ongoing professional development
- Efficient time management
- Filing of federal and state tax returns
- Tax return preparation
- Effective organization skills
- Strong relationship-building abilities
Languages
Hindi
Telugu
Native or Bilingual
Certification
- Certified Notary, Forest Park Bank- Since 2002
Timeline
Income Tax Preparer
H & R Block
01.2013 - Current
Retail Banking Officer
Forest Park Bank
05.2002 - Current
Bachelor of Science - Business Administration 3.8 GPA
University of Phoenix
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