Anna Lee
Gilbert,AZ
Summary
Polished professional demonstrating experience in preparing federal and state income tax paperwork. An established Tax Analyst promoting exemplary problem solving, communication and leadership skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sr Tax Analyst
HR Block
10.2023 - 04.2024
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Tax Associate
Townsquare CPA
08.2022 - 09.2023
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Education
Associate of Science - Respiratory Therapy
Foothill College
Los Altos, CASkills
- State and Local Taxation
- Business, Estate, Trust, and Gift Tax
- Tax Law Interpretation
- Tax Compliance Expertise
- Tax Research
- Critical thinking aptitude
Certification
- Enrolled Agent
Languages
Korean
Native or Bilingual
Timeline
Sr Tax Analyst
HR Block
10.2023 - 04.2024
Tax Associate
Townsquare CPA
08.2022 - 09.2023
Associate of Science - Respiratory Therapy
Foothill College