Open to opportunities

Jeremy Smith

@jeremysmith1

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Tax Specialist with expertise in compliance and client support.

United States

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What I'm looking for

I am seeking a role that values teamwork and offers opportunities for professional growth in tax and finance.

I am a dedicated Tax Specialist with a proven track record of preparing and filing over 200 federal and state tax returns for the 2024 tax season alone. My strong emotional intelligence and adaptability have allowed me to excel in teamwork and maintain accurate records while ensuring compliance with tax regulations. I pride myself on delivering exceptional service, contributing to performance improvement, and helping clients navigate complex tax situations.

My educational background includes a B.S. in Business Administration in Finance from Sacramento State University and an A.S. in Accounting from Sacramento City College. I have gained valuable experience at H&R Block, where I prepare and file taxes for individuals and small businesses, assist clients with their financial inquiries, and ensure compliance with federal, state, and local tax laws. Additionally, I have worked as an Asset Protection Specialist at The Home Depot, where I managed financial documents and conducted audits to ensure accuracy and compliance.

Experience

Work history, roles, and key accomplishments

Tax Specialist

H&R Block

Nov 2024 - Present (8 months)

Prepared and filed over 200 federal and state tax returns for tax season 2024. Maintained accurate records, ensured compliance, prepared reports, and reconciled tax records.

Tax Preparation Financial Reporting Customer Service Compliance

Asset Protection Specialist

The Home Depot

Jan 2020 - Present (5 years 6 months)

Managed financial documents, verified transactions for accuracy in financial and security audits. Prepared financial reports and accounting entries, and reconciled records to ensure compliance.

Financial Audit Compliance Financial Reporting Data Entry Accounting

Asset Protection Associate

Walgreens Distribution

Jan 2019 - Present (6 years 6 months)

Assisted in asset protection duties, focusing on inventory control and loss prevention. Contributed to maintaining security protocols and accurate stock records.

Loss Prevention Security Auditing

Education

Degrees, certifications, and relevant coursework

Sacramento State University College of Business

B.S. in Business Administration, Finance

Completed a Bachelor of Science in Business Administration with a focus on Finance. This program provided a strong foundation in financial principles and business management.

Sacramento City College

A.S. in Accounting, Accounting

Pursued an Associate of Science in Accounting, gaining expertise in accounting principles and practices. This degree prepared me for various roles in financial record-keeping and analysis.