Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lillian Warren

Roxboro

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. Detail-oriented Tax Preparer with two years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level tax preparer position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Focused tax preparer conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.

Overview

9
9
years of professional experience

Work History

Tax Preparer

Liberty Tax Service
01.2023 - Current
  • 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.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

Habilitation Technician

Person County Group Homes
02.2014 - Current
  • Supervised and assisted residents with grooming, personal hygiene, meal planning and housekeeping to promote activities of daily living.
  • Transported residents to and from appointments and other activities to encourage mobility.
  • Offered instructions to help individuals learn, retain or improve competencies for maximal functioning.
  • Instructed and reinforced target outcomes to help individuals achieve goals.
  • Noted client responses and results to facilitate interventions and assessment through proper documentation.
  • Recorded participant behavior and methods to alleviate barriers and progress toward goals.
  • Developed resident activities and programming to encourage new skills and maintain present skills.
  • Delivered training needs, behavior management and communication to support goal plans.

Education

High School Diploma -

Associate of Science - Accounting And Finance

Piedmont Community College
Roxboro, NC
05.2025

Skills

  • Data Inputting
  • Office Equipment Inspection
  • Government Regulations
  • Tax Payment Estimations
  • Local, State and Federal Tax Returns
  • Storage Procedures
  • Due Diligence
  • Microsoft Outlook
  • Clerical Support
  • ScheduleVIEW
  • Verbal Communication
  • Individual Tax Returns
  • Office Cleaning
  • Mathematical Calculations
  • Microsoft Access
  • Electronic Filing Software
  • Microsoft Internet Explorer
  • Prepare Returns
  • Multi-State Tax Filing
  • Individual Returns Preparation
  • Tax Software
  • Interpersonal Strengths
  • Monitoring
  • Trained in Tax Software
  • Microsoft Excel
  • Information Processing

Timeline

Tax Preparer

Liberty Tax Service
01.2023 - Current

Habilitation Technician

Person County Group Homes
02.2014 - Current

High School Diploma -

Associate of Science - Accounting And Finance

Piedmont Community College
Lillian Warren