Accomplished accounting professional with dual expertise in senior tax roles and accounting support. Skilled in preparing corporate and individual taxes, managing general ledgers, and reconciling accounts. Known for precision and comprehensive regulatory understanding, linking routine accounting functions with sophisticated tax planning and compliance strategies.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Accounting Assistant
Community Association Management
Charlotte, North Carolina
05.2026 - Current
Streamlined accounting operations by managing clerical and financial tasks.
Conducted daily audits of invoices to guarantee accuracy and compliance.
Resolved invoice and payment-related inquiries through thorough research.
Created financial reports that supported informed decision-making.
Oversaw system uploads to ensure consistent data flow between platforms.
Coordinated with vendor management and community managers to address discrepancies.
Reconciled bank statements and maintained accurate financial records.
Senior Tax Specialist
H & R Block (Block Advisor)
Charlotte, NC
10.2025 - 05.2026
Reviewed and prepared complex federal and state tax returns for individuals and businesses, ensuring compliance and accuracy across S Corps, C Corps, partnerships, and sole proprietors.
Advised clients on tax strategies to minimize liabilities and maximize refunds.
Evaluated financial documents and income statements to verify accuracy of federal and state tax returns for individuals and small businesses, contributing to tax compliance and mitigation of potential errors.
Conducted thorough reviews of tax documents for accuracy and compliance.
Prepared individual and business tax returns for diverse clientele.
Senior Tax Specialist
H & R Block
Greensboro, NC
11.2017 - 04.2021
Processed complex tax returns for various clients for self-employment, rental properties, investments, and international taxation, ensuring compliance and maximizing client benefits.
Prepared complex tax returns for individuals and small businesses.
Reviewed client documents to ensure compliance with tax regulations.
Assisted clients in understanding tax laws and filing requirements.
Manager
Sunoco
Macon, GA
07.2014 - 08.2016
Led daily operations to ensure efficient fuel distribution and service delivery.
Managed team performance, providing guidance and training to enhance skills.
Recruited and mentored staff on operational workflows, enhancing customer service excellence.
Oversaw inventory management, ensuring accurate stock levels across locations.
Administered daily financial operations, including bank deposits and cash handling, ensured accuracy of checks and balances, and analyzed Profit & Loss (P&L) reports to identify business growth and variances.
Senior Tax Specialist
H & R Block
Macon, GA
11.2014 - 04.2016
Handled complicated returns for self-employment, rental properties, investments, and international taxation, ensuring compliance and accuracy.
Guided clients through complex tax situations and provided strategic advice.
Reviewed client financial documents to ensure compliance with current tax laws.
Cashier
Walmart
Lagrange, GA
05.2007 - 07.2009
Managed transaction processing by operating cash registers, scanning items, and processing payments accurately to enhance customer experience.
Maintained cash levels, balanced registers, and managed various payment types to ensure seamless transaction flow and minimize discrepancies.
Operated cash register efficiently during shifts. and balanced drawers at shift's end.
Provided assistance to customers with inquiries about products. with product inquiries and service needs.
Education
Associates of Applied Science - BusinessTechnology