Beth Reeves
Hampton,GA
Summary
Dynamic Tax Associate with extensive experience at Intuit, excelling in tax compliance and client relations. Proven track record in maximizing deductions and credits while ensuring accuracy in federal and state returns. Strong organizational skills and a commitment to continuous learning enhance my ability to deliver exceptional service and foster long-term client relationships.
Professional with comprehensive knowledge of tax regulations and compliance. Expertise in preparing and reviewing tax returns, conducting tax research, and advising on tax strategies. Strong focus on collaboration and delivering results, adaptable to evolving requirements. Known for analytical thinking, problem-solving skills, and maintaining high ethical standards.
Overview
25
25
years of professional experience
Work History
Tax Associate
Intuit
01.2024 - Current
- 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.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Assessed client tax situations to determine best filing options.
- Offered clients recommendations to reduce tax liabilities.
Assistant Manager
H&R Block
01.2015 - 04.2020
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Generated repeat business through exceptional customer service.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Tax Specialist
H&r Block
10.2010 - 04.2020
- Reviewed financial statements for accuracy and integrity.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
- Managed tax submissions and made sure all information complied with regulations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
- Enhanced client satisfaction by providing thorough tax analysis and recommendations.
- Assisted clients in reducing tax liabilities through strategic financial planning.
- Supported company growth by participating in business development efforts targeting new clientele in need of specialized tax services.
- Utilized tax software to prepare returns and meet deadlines.
Sales Assistant
Clarion Hotel & Suites
03.2000 - 08.2004
- Processed transactions accurately while maintaining a high level of customer service.
- Kept up-to-date records of daily sales activities, monitoring progress towards individual goals.
- Increased customer satisfaction by providing timely and professional responses to inquiries via phone, email, or in-person visits.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Reduced administrative workload for supervisors, managing calendar appointments and coordinating meeting logistics.
- Recorded expenses and maintained accounting records.
- Maintained inventory of office supplies and placed orders.
- Managed filing system, entered data and completed other clerical tasks.
Education
High School Diploma -
North Platte High School
Dearborn, MO05-1997
Skills
- Tax compliance
- Tax credits and incentives
- State and local taxation
- Tax research
- Tax software proficiency
- Individual taxation
- Organization skills
- Local, state, and federal tax returns
- Client communication
- Verbal/written communication
- Data inputting
- Tax return preparation
- Records management
- Client relations
- Teamwork
- Customer service
- Problem-solving
- Time management
Timeline
Tax Associate
Intuit
01.2024 - Current
Assistant Manager
H&R Block
01.2015 - 04.2020
Tax Specialist
H&r Block
10.2010 - 04.2020
Sales Assistant
Clarion Hotel & Suites
03.2000 - 08.2004
High School Diploma -
North Platte High School
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