Tax Analyst with expertise in preparing complex federal and state tax returns, ensuring compliance with tax laws and deadlines. Conducts thorough tax research to resolve challenges and identifies potential savings for clients, providing personalized advisement on deductions and strategies for tax efficiency.
Overview
8
8
years of post-secondary education
11
11
years of professional experience
Work History
Tax Analyst
H&R BLCOK
DeLand, USA
09.2025 - Current
Provided personalized tax assistance to clients with varied financial situations.,Prepared complex federal and state tax returns including self-employment, multi-state, rental property, and small-business filings
Conducted tax research to resolve unusual or challenging tax issues
Advised clients on deductions, credits, and tax-saving strategies
Responded to IRS and state notices, facilitating client audits and correspondence to ensure favorable outcomes
Ensured compliance with current tax laws and filing deadlines
Maintained detailed client records and secure documentation for all filings
Analyzed tax data to ensure compliance with federal and state regulations.
Guided clients through the preparation and submission of their annual tax returns.
Analyzed tax returns to identify areas of potential savings for clients.
Researched tax laws and updates to provide informed guidance to clients.
Prepared detailed reports summarizing tax liabilities and potential savings.
Educated clients on complex tax issues by explaining details in understandable terms.
Collaborated with other professionals within the firm to review complex tax structures.
Compiled data from multiple sources to prepare tax returns accurately and timely.
Interpreted financial statements and prepared supporting documentation required for filing taxes accurately.
Prepared and reviewed forms and related work papers for foreign entities and assisted with overseeing foreign income tax compliance.
Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
Maintained up-to-date knowledge of changes in taxation laws and regulations.
Advised clients on the most advantageous strategies for filing taxes.
Reviewed client financial records and documents to ensure accuracy of reported income and deductions.
Provided personalized tax assistance to clients with varied financial situations.
Worked with colleagues to enhance efficiency in the tax preparation workflow.
Identified tax-related issues and addressed with management team, suggesting methods for improvement.
Certified Nurse Assistant
Mary Washington Healthcare
Fredericksburg, USA
01.2016 - 10.2025
Provided patient care in surgical ICU
Assisted with activities of daily living, including oral, peri, and Foley care, ensuring patient comfort and hygiene
Monitored vital signs and performed EKGs and BLS CPR during codes to support critical patient cares
Continually updated a leadership resume and honed skills by participating in various management trainings
Cleaning Technician
American Janitorial, Inc.
Umatilla, USA
05.2025 - 09.2025
Maintaining 12 Commercial facilities, Managed personal protective equipment inventory, Oversaw sanitation practices in facilities, Coordinated trash disposal and recycling efforts, Administered chemical safety protocols, Maintained safety data sheets for hazardous materials
Executed company policies and safety standards, ensuring cleanliness and safety of office spaces and equipment
Improved equipment maintenance and safety standards, which resulted in a reduction in maintenance costs
Developed relationships with new staff and supported existing staff in career development through mentorship and guidance
Medical Assistant/Receptionist
CenterCare Urgentcare
King George, USA
10.2023 - 04.2025
Insurance Claims, processing and referrals, Primary Care for Adults and Pediatrics, Vaccinations, Vitals, Charting, Lab Draws, Rapid/PCR, Urine Analysis,Cultures, EHI/EMR, Assistant to Dr in room for procedures, CPR/AED, Prescription call in//Result calls, Managed vaccine inventory by tracking stock levels and ensuring timely reorders. (Private/ Medicaid), Conducted stock inventory to verify product availability and organization., Labcorp call in for pick up.
Built relationships with new staff and supported existing staff in career development
Oversaw employee tasks, enhancing crew efficiency
Ensured clean and safe work environment, reducing management complaints and increasing crew satisfaction
Worked with departments across the company, including marketing and project management, in developing new ideas, initiatives, products, and services
Continually updated a leadership resume and honed skills by participating in various management trainings