Rachel Tran
AARP Tax-Aide
Raleigh
2
Languages
1
Certification
Adaptable, service-oriented professional with a background in tax preparation, social service support, and community service. Recognized for attention to detail, confidentiality, and collaboration. Ready to contribute strong computer skills and dependable support to mission-driven teams.
Work History
Volunteer
1 Month- Supported taxpayers with intake, and document organization.
- Reviewed completed returns for accuracy, completeness, and required supporting documentation.
- Interviewed clients to gather accurate income, deduction, and credit details.
- Supported taxpayers with intake, document organization, and appointment flow.
Volunteer
2 Months- Helped clients navigate the social services system and access needed resources.
- Coordinated with different service providers to meet clients' individual needs.
- Reviewed completed returns for accuracy, completeness, and required supporting documentation.
Volunteer
2 Months- Maintained strict confidentiality while handling sensitive personal and financial information.
- Supported taxpayers with intake, document organization, and appointment flow.
- Adapted quickly to training updates, tax-law changes, and volunteer procedures.
Education
MBA - Business Administration
Doctor of Business Administration - Business Administration
Skills
Tax preparation
Attention to detail
Organizational skills
Problem-solving
Time management
Computer skills
Teamwork and collaboration
Community outreach
Positive mindset
Certification
- Licensed North CarolinaMortgage Loan Officer
- LicensedNorth Carolina Real Estate Agent
- Licensed Maryland Tax Preparation
- Licensed North Carolina Property And Casualty Insurance Producer
- Licensed Enrolled Agent
Languages
English
Full Professional
Vietnamese
Full Professional
Timeline
Volunteer
AARP Tax-Aide
03.2026 - 04.2026Read More
Volunteer
Tygart Valley United Ways
02.2026 - 04.2026Read More
Volunteer
Pisgah Legal Services
02.2026 - 04.2026Read More
Liberty University
Doctor of Business Administration from Business Administration
Read More
University of North Carolina At Pembroke
MBA from Business Administration
Read More