Kathleen Senecal
Barre
Summary
Dynamic Tax Preparer and Enrolled Agent with John W. Magill & Associates, adept at streamlining tax filing processes and enhancing client satisfaction. Expert in income tax preparation and IRS communication, I leverage strong organizational skills to identify deductions, ensuring compliance and maximizing returns for clients. Committed to delivering exceptional service under pressure.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Tax Preparer/Enrolled Agent
John W. Magill & Associates
12.2008 - Current
- Gathered necessary documentation from clients to ensure accurate filing.
- Maintained up-to-date knowledge of current tax regulations and compliance requirements.
- Reviewed completed tax documents for accuracy and completeness before submission.
- Communicated effectively with clients to clarify financial information as needed.
- Attended training sessions to enhance understanding of tax preparation processes and tools.
- Developed skills in identifying potential deductions and credits for clients during consultations.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Researched complex tax issues utilizing online resources and professional tax software.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Education
High School Diploma -
Algonquin Regional High School
Northborough, MA06-1985
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- Tax return preparation
- Client communication
- Verbal/written communication
- QuickBooks proficiency
- IRS communication
- Payroll taxes
Certification
- Enrolled Agent - Current
- Notary Public - Current
Timeline
Tax Preparer/Enrolled Agent
John W. Magill & Associates
12.2008 - Current
High School Diploma -
Algonquin Regional High School
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