Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
29
29
years of professional experience
Work History
SENIOR TAX ADVISOR
H & R BLOCK ENTERPRISES LLC
Gladstone, OR
01.2019 - 04.2026
Completed over 800 returns per tax season with complexity from 1040 to 1120's. I specialized in Trust/Estate 1065 returns as well as LLC's and S-Corps. Also have experience with 990, non-profit returns and foreign incomes.
CERTIFIED TAX PREPARER/OFFICE MANAGER
H & R BLOCK
GLADSTONE, OR
12.2009 - 06.2019
Responsible for income tax preparation for individuals. Identified potential tax credits and liabilities and ensured accurate and complete returns. Follow all laws and regulations. Managed a team of 10 individuals while preparing a high level of tax returns. Created work schedules, reviewed tax returns for accuracy, and marketed for new clients.
EDI ADMINISTRATOR
SOFTWARE SOLUTIONS UNLIMITED INC
BEAVERTON, OR
11.2011 - 09.2015
Responsible for the daily operations and monitoring of EDI software that transmitted in and out of the company. Created and maintained EDI partnerships with over 70 freight carriers. Created, maintained, and tested Gentran mapping such as 110, 210, 310, 810, and EDIFACT using industry X12 standards.
AUDIT SUPERVISOR
SOFTWARE SOLUTIONS UNLIMITED INC
Beaverton, OR
09.1997 - 11.2011
Supervised up to 20 employees to ensure that daily, weekly, and monthly goals were met. Systematically audited 3rd party freight invoices for accuracy and ensure that clients were getting charged correctly. Created employee manuals and operational procedures to ensure compliance with SAS70 requirements.