Dana Cao


Location

Santa Cruz, CA
San Jose, CA
Education
    University of California-Santa Cruz
    September 2022 - March 2025
    degree
    Bachelor's
    major
    Taxation
Work Experience
    VITA
    Volunteer Income Tax Assistance
    January 2024 - present
    company
    VITA
    title
    Volunteer Income Tax Assistance
    overview
    - Assisted individuals and families in accurately filing tax returns - Achieved high levels of customer satisfaction by minimizing tax liabilities and maximizing refunds - Utilized advanced tax software and tools to accurately prepare and electronically submit tax returns, reducing errors and processing time - Collaborated with team members to ensure adherence to VITA site policies and IRS regulations - Successfully expanded customer base by 15% through effective outreach and community engagement efforts
    Target
    Style Consultant and Customer Service
    September 2022 - December 2023
    NEXT
    January 2018 - May 2019
Skills
AccountingAccounting ControlAccounts PayableBank ReconciliationBusiness AdministrationBusiness EfficiencyBusiness PlanningCommunity ManagementC++ (Programming Language)Cultural ActivitiesCustomer Demand PlanningCustomer SatisfactionCustomer ServiceData AnalysisData ResearchData VisualizationDecision Making SkillsEconomyEntrepreneurshipFiling SkillsFinancial AccountingFinancial AnalysisFinancial StocksGeneral Ledger DocumentsGoogle SuiteIncome TaxInformation ManagementKnowledge of StatisticsMarket DataMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft SoftwareMicrosoft WordPresentationsProject ManagementPython (Programming Language)Quantitative AnalysisQuantitative ResearchRisk AnalysisSQL DatabasesStakeholder ManagementStataStrategic ManagementTableau (Software)Tax ComplianceTax Compliance SoftwareTax ManagementTax ReturnTrustworthiness