Roshima Bates - Intuit TurboTax Verified Pro

Professional Summary
Roshima Bates is a finance professional with a Master's in Business Administration and a specialization in Finance. She brings over 11 years of dedicated experience in tax preparation, primarily with A well-known tax advising company, where she developed a deep understanding of tax laws and regulations. Her expertise extends beyond tax preparation into the realms of financial consulting and credit management in banking, entertainment and retail. Roshima successfully ran her own credit consultation and tax service for Seven years, demonstrating exceptional skills in business operations, client relations, and financial strategy. Her blend of practical experience and academic knowledge makes her a valuable asset in the financial sector.

Professional Experience
H&R Block Inc.
Tax Professional (2013 – 2015)
Jazz-Z Tax Service
Tax Expert & Manager (2016-2023)

Provided comprehensive tax preparation services.
Applied in-depth knowledge of tax laws to optimize client outcomes.
Maintained high levels of client satisfaction through expert advice and support.
Operated a successful tax and credit consultation service for 7 years.
Delivered expert Tax planning advice, tax preparation services, and credit improvement consultations to a diverse client base.
Managed all aspects of business operations, including client relations and financial management not only in the tax industry but in various entertainment and sales sectors for over 20 years.

Education
Master's in Business Administration, Specialization in Finance
Ashford University, Clinton, IA (2013)
Bachelor's in Business Administration
Ashford University, Clinton, IA (2012)
Associate in Business Management
Southern University, Shreveport, LA (2004)
Skills
Tax Preparation & Consulting
Financial Analysis & Reporting
Client Relationship Management
Strategic Planning & Implementation
Business Operations Management

Jazz-Z Services LLC