Amy Huckaby

• Within 4 years owned 3 Liberty Tax Store Locations

Uniontown, PA (started in 2016 currently still own; 5 year contract ends December 2021; will not renew)

3 employees

$120K in store revenue

Johnstown, PA (started in 2018-sold in 2020 for $96,000)

3 employees

$92,000 in store revenue

Parkersburg, WV (started in February 2021) (currently under contract to sell)

1 employee

$20,000 in store revenue

• Reviewed all business returns, instructed staff on changes and updates in tax law and tax compliance
• Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
• Conducted target market research to scope out industry competition and identify advantageous trends.
• Collaborated with development teams, internal customers and product line management to verify delivery of desired quality requirements to distributors.
• Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
• Drove implementation of new market expansion to propel business forward and adapt to market changes.
• Developed key operational initiatives to drive and maintain substantial business growth.
• Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants.
• Supported top-level decision-making and strategy planning, forging productive relationships with top leaders and serving as key advocate for various personnel issues.
• Scheduled employees for various shifts, taking into account customer traffic and employee strengths.
• Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
• Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
• Cultivated and strengthened lasting client relationships using tax knowledge and customer service skills

• Prepared and reviewed 800 federal and state income tax returns in accordance with applicable tax laws from January to mid April each year.
• Assisted in managing audits of federal and state income tax and state and local filings.
• Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
• Researched and analyzed tax developments and applications to specific business situations.
• Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
• Administered financial aspects of contracts, including establishing and checking coding procedures, monitoring reports and updating internal files.
• Developed strategic plans for day-to-day financial operations.
• Trained and taught "Tax School" for potential new hires
• Supervised staff of 5 tax preparers and 2 call center employees

• Assisted in maintaining the Math Lab and Math summer programs
• In charge of travel arrangements by booking airfare, hotel and ground transportation.
• Scheduled office meetings and student appointments for staff teams each week.
• Coordinated bookkeeping activities in QuickBooks and Lawson, including invoicing and accounts payable.
• Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
• Organized weekly staff meetings and logged minutes for corporate records.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.