Sergut Tekle
Silver Spring,MD
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Hardworking and passionate job seeker with strong organizational skills eager to learn new skill.
Overview
9
9
years of professional experience
Work History
Tax Preparer
H&r Block
11.2022 - 04.2023
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Legal Assistant
Shiffman & Shiffman
08.2021 - 02.2023
- Creating drafts of contracts, letters, and other legal documents
- Organized documents to manage paper and electronic filing systems of clients.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
- Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
Accountant Assistant
Maya-Tech
10.2022 - 01.2023
- Answered phone calls regarding financial matters such as payments due.
- Helped prepare month-end, quarterly and year-end closings.
- Produced and distributed invoices and financial documents.
- Documented business expenses and sales.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Used spreadsheets to track data and produce charts.
- Took meeting notes to compose detailed summaries.
Executive Assistant
Quantum Financial Advisors
08.2020 - 06.2021
- Organize filing system and contract management by creating a database for client information
- Answering phone calls in a polite and professional manner.
- Updating payroll records by entering any changes to employee information or benefits such as job title changes, exemptions and saving deductions Assist in hiring staff and interns for the company
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Facilitated training and onboarding for incoming office staff.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
Sales and Management
Five, Star, living
07.2018 - 06.2020
- Providing a great Customer Services Understand the ideal customers and how it relates to our products
- Managing organizational sales by developing a business plan that covers sales, revenue, and expense controls
- Setting individual sales targets with the sales team
- Tracking sales goals and reporting results, as necessary
- Developing the sales team through motivation, counseling, and product knowledge education.
- Participated in sales meetings and presentations to gain knowledge and insight.
- Analyzed customer feedback and identified areas for improvement.
Mortgage Loan Processing Assistant
Other Citibank
07.2017 - 06.2019
- Evaluating and modifying income documentation, property valuations, assets, and credit reports Working as a team to achieve our goals and maintain current service level agreements
- Maintaining updated on current compliance, underwriting, and closing guidelines.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Communicated with customers daily to request information and complete paperwork.
- Set up and completed loan submission packages.
- Monitored key dates to obtain information by deadlines.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Reviewed financial statements and contacted institutions and customers to clarify details.
Receptionist/ Sales representative
DARCARS Toyota
12.2016 - 06.2018
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Customer Services/ Sales representative
CVS/Pharmacy
04.2014 - 11.2016
- Welcoming them with the great smile and a warm greeting Resolve product or any service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Recommend potential products or services to management by collecting customer information and analyzing customer needs
- Meet personal or as a team sales target budget
- Solve problems and be willing to design, learn, and repeat efficient processes
- Work closely with the customer asset and Product to share learnings, feedback, and best practices to continuously learn and develop the customer success function.
Tutoring
Tutoring Math
09.2015 - 08.2016
- Developed student confidence through positive reinforcement strategies.
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Used personalized learning plans to guide students to deeper understanding of course material and learning styles.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Conducted group tutoring sessions to help students engage active learning and critical thinking skills.
Education
Bachelor of Science - Integrated Sciences
Salisbury University
Wicomico, Maryland05.2021
Associate of Arts - Business
Montgomery College, Chevy Chase
Rockville, Bethesda, Maryland05.2018
High School Diploma -
Bethesda-Chevy Chase High School
Bethesda, MD05.2015
Skills
- Proficient in Microsoft Office Suite or related software as well as other
- Accounting software programs
- Computer skills
- Database Management
- Legal Research
- Case Management
- Document Control Support
- Estate Tax Returns
- Legal Compliance
- Project Organization
- Tax code knowledge
- Tax reporting
- Financial statements expertise
- Payroll familiarity
- QuickBooks proficiency
- Local, state and federal tax returns
Timeline
Tax Preparer
H&r Block
11.2022 - 04.2023
Accountant Assistant
Maya-Tech
10.2022 - 01.2023
Legal Assistant
Shiffman & Shiffman
08.2021 - 02.2023
Executive Assistant
Quantum Financial Advisors
08.2020 - 06.2021
Sales and Management
Five, Star, living
07.2018 - 06.2020
Mortgage Loan Processing Assistant
Other Citibank
07.2017 - 06.2019
Receptionist/ Sales representative
DARCARS Toyota
12.2016 - 06.2018
Tutoring
Tutoring Math
09.2015 - 08.2016
Customer Services/ Sales representative
CVS/Pharmacy
04.2014 - 11.2016
Bachelor of Science - Integrated Sciences
Salisbury University
Associate of Arts - Business
Montgomery College, Chevy Chase
High School Diploma -
Bethesda-Chevy Chase High School
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