Open to opportunities

Wisam Eshetu

@wisameshetu

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Detail-oriented tax preparer with expertise in maximizing client returns.

United States

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What I'm looking for

I am seeking a role that allows me to leverage my tax expertise while fostering client relationships and contributing to a supportive team environment.

As a dedicated tax preparer, I have honed my skills in accurately entering W-2s, 1099s, and 1095s, ensuring compliance with IRS regulations. My educational background in Management Information Systems, coupled with my certifications from Intuit Academy, has equipped me with a strong foundation in tax laws and financial management.

During my tenure at Ghion Financial and El Mouqaiss Insurances & Tax Works, I developed a keen understanding of tax credits and deductions, helping clients navigate their filing options to minimize liabilities and maximize returns. My commitment to client education and support has been a cornerstone of my approach, allowing me to build strong relationships and trust with those I serve.

Experience

Work history, roles, and key accomplishments

Tax Preparer

El Mouqaiss Insurances & Tax Works

Jan 2025 - Apr 2025 (3 months)

Gained hands-on experience preparing and filing federal tax returns using professional tax software. Developed strong client skills, including addressing common tax questions and providing clear explanations. Determined whether the standard deduction or itemized deduction applies to each taxpayer based on the amount of the deductions.

Tax Return Software Client Communication Standard Deduction Itemized Deduction IRS Guidelines

Tax Preparer

Ghion Financial

Jan 2023 - Apr 2024 (1 year 3 months)

Assisted the team in filing income tax returns and applied refundable and non-refundable credits for taxpayers to minimize their tax liability or maximize their returns. Helped clients understand what filing status best suits them and accurately entered client data from various tax forms into the 1040.

Tax Regulations Income Tax Return Filing Data Entry

Education

Degrees, certifications, and relevant coursework

Intuit Academy

Certification, Tax Preparation

Obtained Tax Exam Level 1 Certification and Tax Preparation Training Certification from Intuit Academy. Currently in progress for the Bookkeeping Certification.

George Mason University

Bachelor of Science, Management Information Systems

Grade: 3.57

Activities and societies: Honors: Dean’s List (2022 - 2023), Academic Excellence Award

Completed a Bachelor of Science in Management Information Systems with a concentration in Business & Management Information Systems. Coursework included Corporate Finance, Accounting, Data Mining, and Database Management. Achieved a GPA of 3.57 and was recognized on the Dean’s List (2022-2023) and with an Academic Excellence Award.