Mahmoud Boweden
Brookfield
Summary
Highly driven, bilingual professional with a proven track record in tax preparation, financial operations, and customer service. Adept at leading teams, streamlining processes, and cultivating positive client relationships to achieve exceptional results. Recognized for outstanding communication, leadership, and decision-making skills in fast-paced, high-pressure environments. Possesses a keen eye for detail, a passion for continuous improvement, and a commitment to delivering excellence. Eager to leverage comprehensive expertise and adaptability to drive organizational success and growth.
Overview
3
3
years of professional experience
Work History
Tax Preparer
Boweden & Co
Worcester
01.2025 - Current
- Prepare and file federal and state tax returns for individuals and small businesses using Drake Tax software.
- Analyze financial data to maximize deductions, credits, and ensure compliance with tax laws.
- Advise clients on tax strategies, filing requirements, and financial planning.
- Ensure accurate and timely electronic filing while staying updated on tax regulations.
Bank Teller
MetroWest Community Federal Credit Union
Framingham
09.2024 - 12.2024
- Processed deposits, withdrawals, loan payments, and other transactions with accuracy and efficiency.
- Verified and handled mortgage and loan payments while ensuring compliance with due dates.
- Assisted customers with digital banking issues and general inquiries.
- Promoted bank products and services through cross-selling and client engagement.
Customer Relations Specialist
Cornerstone Bank
Southbridge
10.2023 - 04.2024
- Provide efficient, effective, and courteous customer service, handling transactions like deposits, withdrawals, payments, and check cashing.
- Open all types of accounts and assist with complex inquiries, referring clients to the appropriate team members as needed.
- Ensure accuracy in transactions, balance cash, and participate in branch settlement.
- Perform operational and administrative tasks, including opening/closing, ATM balancing, and general customer inquiries.
Universal Banker/Operations
Dean Bank
Franklin
06.2022 - 10.2023
- Proficient in banking operations, I excel in sales, relationship management, and business development
- My role includes customer assistance, complex transactions, identifying sales opportunities, and ensuring compliance
- I maintain deep product knowledge, adhere to regulations, and actively contribute to branch success
Education
Associate of Science - Accounting And Finance
Quinsigamond Community College
Worcester, MA12-2025
High School Diploma -
Hopedale Jr. Sr. High School
Hopedale, MA06-2018
Skills
- Bilingual (Fluent in Arabic & English)
- Great Negotiation Skills
- Leadership & Decision-Making Skills
- Strong Communication & Public Speaking
- Organized & Self-Motivated
- Ability to Operate Under Pressure
- Adaptability & Resilience
- Financial Operations & Cash Handling
- Tax Preparation & Compliance
- Customer Service & Relationship Building
- Problem-Solving & Critical Thinking
- Team Leadership & Collaboration
- Organizational & Time Management
- Technical Proficiency (Tax Software, Banking Systems, Microsoft Office)
Certification
- Certified Notary Public in The State of Massachusetts
- H&R Block Income Tax Preparation Course
References
- Abanoub Botros, Accounts Payable Specialist, (978) 427-0440
- Fatima Gendra, Labor Market Analyst, (281) 624-8198
Timeline
Tax Preparer
Boweden & Co
01.2025 - Current
Bank Teller
MetroWest Community Federal Credit Union
09.2024 - 12.2024
Customer Relations Specialist
Cornerstone Bank
10.2023 - 04.2024
Universal Banker/Operations
Dean Bank
06.2022 - 10.2023
Associate of Science - Accounting And Finance
Quinsigamond Community College
High School Diploma -
Hopedale Jr. Sr. High School