Conway Trottier
Mandan,ND
Summary
Dynamic Senior Tax Analyst with H&R Block, skilled in tax compliance and effective communication. Expert in preparing complex tax returns and advising on corporate tax strategies, enhancing client satisfaction. Proven ability to manage multiple accounts and train junior staff, fostering a collaborative team environment while ensuring adherence to regulations.
Experienced with tax analysis, regulatory compliance, and financial reporting. Utilizes deep knowledge of tax laws to optimize tax strategies. Track record of effective team collaboration and achieving organizational goals.
Tax professional prepared for high-impact roles in tax analysis and management. Extensive experience in tax research, compliance, and strategy. Known for fostering team collaboration and driving results. Proficient in tax regulations, financial analysis, and adaptable to dynamic environments.
Overview
15
15
years of professional experience
Work History
Senior Tax Analyst
H&R Block
12.2018 - 04.2025
- Trained junior staff members on best practices in tax preparation, fostering a supportive learning environment within the team.
- Prepared detailed reports outlining clients'' taxable income, deductions, credits, and other relevant information for review by management.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.
- Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons.
- Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
- Developed strong relationships with clients by providing excellent customer service and addressing their concerns promptly.
- Provided expert guidance to colleagues in handling complex tax scenarios, improving overall team performance.
- Advised business owners on appropriate entity structures to optimize their potential tax benefits based on specific circumstances.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Assisted in the implementation of new software programs for improved efficiency in the preparation and filing of taxes.
- Attended continuing education and [Type] courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Calculated estimated and [Type] tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
Crew Member
McDonalds
10.2014 - 12.2018
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Improved customer satisfaction by providing friendly and efficient service at the register.
- Kept food preparation area, equipment, and utensils clean and sanitary.
- Worked well with teammates and accepted coaching from management team.
Project Cordinator
Paragon Products
04.2010 - 12.2015
- Improved client satisfaction with timely updates and transparent communication throughout the project lifecycle.
- Built additions, porches, finished basements, and other types of home construction.
- Poured basements, and foundations as well new construction of homes.
Education
Associate of Science -
Bismarck State College
Bismarck, NDHigh School Diploma -
Mandan High School
Mandan, ND05-1995
Skills
- Effective verbal communication
- Time management capabilities
- Tax return preparation
- Critical thinking aptitude
- Tax compliance
- Tax research
- Tax compliance expertise
- State and local taxation
- Income tax expertise
- Corporate tax
- Corporate tax return preparation
- Tax exemptions
Timeline
Senior Tax Analyst
H&R Block
12.2018 - 04.2025
Crew Member
McDonalds
10.2014 - 12.2018
Project Cordinator
Paragon Products
04.2010 - 12.2015
Associate of Science -
Bismarck State College
High School Diploma -
Mandan High School