ARCHIE DAWSON
EAST ORANGE,New Jersey
Summary
Dynamic Tax Preparer with a proven track record at H & R Block, excelling in client communication and tax law compliance. Recognized for enhancing client satisfaction through effective tax planning strategies, while maintaining high accuracy in document preparation. Adept at navigating complex tax regulations to maximize client savings.
Experienced with tax preparation and compliance, offering valuable insights to optimize client returns. Utilizes in-depth knowledge of tax regulations to ensure accurate filings. Track record of maintaining high client satisfaction through effective consultation and personalized tax strategies.
Overview
21
21
years of professional experience
Work History
Tax Preparer
H & R Block
01.2015 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
Fiscal Specialist
Irvington Public Schools
09.2004 - 06.2024
- Supported management decision-making processes by providing timely and accurate budget variance reports.
- Provided support during financial planning sessions, contributing valuable insights based on historical trends and analysis of current data.
- Maintained a high level of accuracy in financial record-keeping by reconciling accounts regularly and resolving discrepancies promptly.
- Improved fiscal efficiency for the organization through diligent monitoring of budgets and expenses.
- Collaborated with department managers to develop realistic budgets that aligned with organizational objectives.
- Worked with 8 executives to create annual budget and track actual expenses against projected expenses.
Education
Business
Livingstone College
Salisbury, NC06-1971
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Tax law compliance
- QuickBooks proficiency
- High accuracy
Timeline
Tax Preparer
H & R Block
01.2015 - Current
Fiscal Specialist
Irvington Public Schools
09.2004 - 06.2024
Business
Livingstone College
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