Barbara Whitney
FORT MOHAVE,Arizona
Summary
Senior tax specialist with expertise in complex return preparation, IRS notice resolution, and client communication. Known for accurate filings, deduction analysis, and personalized advice that improves tax outcomes and strengthens client relationships.
Overview
32
32
years of professional experience
Work History
Senior Tax Specialist
H and R Block
FORT MOHAVE, Arizona
01.2021 - 10.2026
- Prepared complex federal and state tax returns with H&R Block tax software.
- Guided clients on deductions and credits to optimize their tax filings.
- Advised clients on tax-saving options to enhance financial decision-making.
- Developed presentations on tax implications to increase client understanding and engagement.
- Built strong client relationships through clear communication and personalized tax advice.
- Coordinated resolution of IRS and state tax notices with clients and support teams.
Controller
AVI Resort and Casino
Laughlin, NV
11.1994 - 07.2020
- Directed month-end close for resort and casino financial records.
- Established internal controls to ensure compliance with financial regulations and standards.
- Coordinated audits with external auditors and regulatory reviewers to ensure compliance and accuracy of financial records.
- Analyzed financial data to ensure accuracy and compliance with reporting standards.
- Monitored budget performance, identified variances, and implemented corrective actions to maintain financial integrity.
- Prepared financial statements for management review and planning.
- Developed comprehensive financial reports to support strategic decision-making processes.
Education
Associate of Arts - Accounting
Mohave Community College
Bullhead City05-1997
Skills
- Tax return preparation
- Tax software utilization
- Tax law compliance
- State tax compliance
- Deduction analysis
- IRS notice resolution
- Tax financial analysis
Accomplishments
- Supervisor of the Year
Timeline
Senior Tax Specialist
H and R Block
01.2021 - 10.2026
Controller
AVI Resort and Casino
11.1994 - 07.2020
Associate of Arts - Accounting
Mohave Community College