Juan Ojeda Jr

Tax Framework Development**: Design and implement a comprehensive tax compliance process focused primarily on personal back-year mock filings, ensuring smooth integration with the resolution side of the business.

Client Intake & Qualification**: Oversee the client intake process, including the assessment of tax situations and identification of potential red flags.

Document Management**: Establish a systematic approach for collecting and managing client documents, leveraging CRM tools (IRS Logics) for secure data handling.

Tax Preparation Oversight**: Develop a structured workflow for tax return preparation utilizing Drake tax software, ensuring accuracy and strategic readiness for resolution discussions.

Client Communication**: Facilitate client reviews of tax returns, educate clients on their tax positions, and guide them through the filing and resolution processes.

Collaboration with Legal Team**: Coordinate closely with the resolution team to ensure seamless handoff of clients, providing comprehensive documentation and analysis for resolution strategies.

Team Building**: Develop staffing plans and job descriptions to support the growth of the tax department, focusing on hiring individuals with a strong understanding of tax preparation & resolution.

- Collaborated with the tax preparation & resolution team to prepare and file past due and current federal and state tax returns for individuals, corporations (1120, 1120s), partnerships (1165), and other entities, completing high-volume returns year-round (450-500 returns during peak season), primarily focusing on individual 1040 forms with multiple Schedule C and Schedule E rental property income.
- Reviewed IRS transcripts, source documents, and analyzed financial records for accuracy and compliance, leveraging insights from a CPA (Tax Manager) with 45 years of experience.
- Entered client financial data accurately into Intuit ProConnect & Lacerte for review by Tax Manager and CPA.
- Identified and applied appropriate adjustments, deductions, and credits to minimize client tax liabilities.
- Calculated taxes owed or overpaid and completed tax forms following IRS guidelines.
- Interviewed clients to gather information on taxable income, deductions, and allowances.
- Reviewed financial records to determine necessary forms for tax return preparation.
- Conducted client meetings via phone and Zoom to discuss tax-related matters.
- Provided regular status updates to the tax services manager.
- Maintained accurate records and notes in the CRM system (Canopy) according to firm policies.
- Assisted with various tasks and projects based on the firm's needs.

Performs various tasks and projects based on firm needs.

Serviced www.olive.com customers in a remote environment.
Built trusting relationship with customers to better understand needs. Managed customer calls efficiently in a fast-paced call center environment.
Enhanced customer satisfaction with fast, knowledgeable service. Followed up with customers to offer additional support and check resolution satisfaction.
Delivered fast and friendly service to handle questions and service complaints. Collaborated across departments to resolve customer-related issues.