Dahee Kim
H&r Block
Jackson,WY
2
Languages
1
Certification
4
years of professional experience
Detail-oriented Enrolled Agent with a multidisciplinary background in fine arts and taxation. Specializes in tax compliance and financial services, with 4 years of experience managing complex returns for Partnerships, S-Corporations, and Schedule C filings. Strong expertise in bookkeeping and continuous professional learning in collaborative environments, ready to tackle advanced tax-resolution challenges.
Work History
Enrolled Agent
3 Years 9 Months- Prepared accurate individual tax returns while ensuring compliance with federal and state regulations.
- Prepared Form 1065, Form 1120-S, Form 1041, Form 709, Form 909.
- Reviewed IRS notices and resolved client tax issues through detailed research and documentation.
- Advised clients on deductions, credits, and filing requirements during tax interviews.
- Interpreted complex tax code changes and applied updates to return preparation workflows.
- Identified opportunities to correct prior filings through amended return preparation and review.
- Collaborated with tax office staff to verify supporting documents and maintain filing accuracy.
- Educated clients on current tax laws, enabling them to make informed decisions regarding their finances.
- Streamlined tax preparation tasks by standardizing intake procedures and improving data accuracy.
- Provided ongoing consultation services to high-net-worth individuals, addressing their unique financial needs and concerns.
- Mentored junior staff members in the intricacies of federal taxation law and best practices for Enrolled Agents.
- Built strong client relationships through clear communication and understanding of individual financial situations.
- Prepared accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations.
- Enhanced client trust by maintaining strict confidentiality with sensitive financial information.
- Conducted thorough research on new tax legislation, maintaining up-to-date knowledge to better serve clients.
- Improved overall firm reputation by consistently delivering high-quality work within tight deadlines during peak filing seasons.
- Maximized tax savings for clients by identifying and implementing effective tax strategies.
- Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
- Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
- Developed customized tax plans for businesses, optimizing deductions and minimizing liability.
- Streamlined tax preparation processes by utilizing advanced software tools, improving efficiency and reducing errors.
- Expanded client base through targeted marketing efforts, showcasing expertise in niche areas for specialized tax needs.
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Researched complex tax issues utilizing online resources and professional tax software.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Prepared a wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
Bachelor of Science - Ceramic Design
- Focused on meticulous design execution, material chemistry/formulation processes, and independent project management from concept to completion.
- Cultivated deep analytical thinking and creative problem-solving skills through hands-on studio practices and extensive technical documentation.
Skills
Income tax preparation
Continuing education commitment
Tax software mastery
Ethics and professional conduct
Data gathering
Teamwork and collaboration
Time management
Multitasking Abilities
Accomplishments
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Maintained 90% client retention rate year-over-year.
- Completed more than 400 individual tax returns during 2025s tax season.
Certification
- EA - Enrolled Agent
- Senior Tax Analyst, H&R Block
Languages
English
Full Professional
Korean
Native or Bilingual
Timeline
Enrolled Agent
H&r Block
02.2023 - CurrentRead More
Soeul National University of Science And Techology
Bachelor of Science from Ceramic Design
Read More