Shiwan Tate
Worcester
Summary
Detail-oriented Tax Aide with 5+ years experience preparing federal and state tax returns for military members, veterans and senior citizens. Successfully prepared over 150 tax documents maximizing client's return with zero errors. Dedicated to building foundational knowledge in complex tax preparation and compliance. Committed to developing proficiency in tax software, Quickbooks and other information systems.
Overview
25
25
years of professional experience
Work History
Volunteer
AARP Tax-Aide
Massachusetts
10.2016 - 04.2023
- Prepared and filed tax returns for low-income individuals and veterans ensuring compliance with federal and state regulations.
- Collaborated with team members to streamline workflow processes, improving overall service delivery efficiency.
- Represented organization positively and professionally while providing community with much-needed services.
- Assisted clients in understanding tax documents, enhancing their knowledge of tax processes and benefits available.
- Trained on tax preparation software, promoting efficient use of tools and best practices.
Master Sergeant
United States Air Force
Worldwide
06.1998 - 06.2018
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Learned and adapted quickly to new technology and software applications.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
Bachelor of Science - Accounting
University of Massachusetts, Boston
Boston, MA12-2027
MBA - Business Administration
University of Massachusetts, Boston
Boston, MA12-2020
Bachelor of Science - Finance And Supply Chain
Brandman University
Irvine, CA05-2016
Skills
- Data entry proficiency
- Tax preparation
- Customer service
- Journal entries
- Bank reconciliation
- Invoicing and billing
- Accounts payable and receivable
- General ledger entries
Timeline
Volunteer
AARP Tax-Aide
10.2016 - 04.2023
Master Sergeant
United States Air Force
06.1998 - 06.2018
Bachelor of Science - Accounting
University of Massachusetts, Boston
MBA - Business Administration
University of Massachusetts, Boston
Bachelor of Science - Finance And Supply Chain
Brandman University