Blanca Gallegos
Northglenn,CO
Summary
Accomplished Tax Consultant with a proven track record at H&R Block and Latino Unidos Tax Services, enhancing tax preparation efficiency and client satisfaction. Expert in corporate taxation and excelling in strategic planning, I significantly reduced audit risks and improved tax savings through meticulous research and effective team leadership.
Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize tax liability for clients. Experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records. Well-developed knowledge of multiple tax management software such as [Software]. Expert in researching and correcting process errors.
Professional with robust background in tax advisory and compliance. Adept at analyzing financial data, preparing tax filings, and implementing tax-saving strategies. Strong collaborator with results-driven approach, adapting seamlessly to evolving requirements. Known for reliability, problem-solving skills, and deep knowledge of tax regulations.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Tax Consultant
H&r Block
01.2024 - 03.2024
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Educated clients about the impact of life events on their taxes, helping them make informed decisions.
- Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
- Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
- Prepared accurate federal, state, and local tax returns for individuals and businesses within required deadlines.
Team Leader Manager
Latino Unidos Tax Services
01.2011 - 01.2024
- Resolved customer service issues by finding immediate solutions, increasing customer confidence, and decreasing escalations to executive office.
- Enhanced team productivity by implementing efficient workflow processes and setting clear performance expectations.
- Led employee relations through effective communication, coaching, training, and development.
- Collaborated with senior management on strategic planning efforts, aligning departmental objectives with overall company vision.
- Ensured compliance with industry-specific regulations by implementing appropriate policies and procedures for the team''s operations.
- Consistently met or exceeded departmental goals by effectively managing resources and establishing clear objectives for the team.
- Facilitated cross-training opportunities among team members, creating a more versatile and resilient workforce capable of handling unforeseen challenges.
Tax Associate
H&r Block
01.2023 - 03.2023
- 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.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Analyzed financial records to verify accuracy of tax returns.
- Offered clients recommendations to reduce tax liabilities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Calculated estimated tax payments for clients.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Education
Associate of Arts - Child Development
El Paso Community College
El Paso, TX05-2003
High School Diploma -
Hanks High School
El Paso, TX05-1999
Skills
- Corporate taxation proficiency
- Excise tax management
- Tax software proficiency
- Property tax administration
- Tax research
- Nonprofit taxation
Accomplishments
- Supervised team of 5 staff members.
- Resolved product issue through consumer testing.
Certification
- CO Driver's License
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Tax Consultant
H&r Block
01.2024 - 03.2024
Tax Associate
H&r Block
01.2023 - 03.2023
Team Leader Manager
Latino Unidos Tax Services
01.2011 - 01.2024
Associate of Arts - Child Development
El Paso Community College
High School Diploma -
Hanks High School
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