Years, combined public and private sectors, tax experience
Hi, I’m
Dawn Cavanaugh
Salisbury,NC
If you're going to do anything, regardless how big or small, if you're not going to give it you're everything, why do it at all?
Summary
Detail-oriented Tax Consultant with over 20 years experience in tax preparation for numerous entities. An expert in managing paperwork for returns, extensions, installment agreements, offer-in-compromise and calculations. Quickly builds a rapport with clients leading to long-term business relationships.
A professional with a history of meeting goals and exceeding expectations. Skilled in working under pressure and adapting effortlessly to new situations and challenges. Deadline-oriented, adept at quickly assessing customer needs, developing strategic plans and completing returns to legally maximize the benefits to the client. Organized and dependable, easily manages multiple priorities with a positive attitude. Willing to take on added responsibilities to meet team goals.
Seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
2
National Certified Pharmacy Technician
1
Preparer Tax Identification Number
Work History
Intuit TurboTax Live
Tax Preparer
12.2021 - Current
Job overview
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, and installment agreements for individuals.
- Interviewed Individual Return clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Completed and filed returns with tax departments at local, state and federal levels.
Chewy Warehouse, Salisbury, NC
Forklift Driver •Order Picker Operator
01.2021 - 12.2021
Job overview
- Located proper slots on storage racks and set pallets in place with forklift.
- Completed regular checks of incoming freight in staging area each day.
- Safely operated lift beams, swivel-hooks, hoists and forklifts.
- Handled multiple tasks simultaneously to maximize work efficiency.
- Transported goods between warehouse locations according to shipment and storage needs.
Chewy WarehouseOcala , FL
Fulfillment Specialist
08.2019 - 12.2020
Job overview
- Pull cart via scooter to fill 20 Cx orders.
- Verifying items are correct and in proper packaging.
- Staging and reboxing merchandise
- Docks and shipping
D’Arville & Co., Inc
Tax Consultant/Assistant Manager
01.2014 - 02.2015
Job overview
- Filing annual tax returns for clients
- Liaison for clients with the Internal Revenue Service
- Setting appointments, data entry, filing, answering phones
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Authored clear and professional business documents.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, installment agreements for some organizations.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to their tax return.
Franck’s Lab, Inc.
Compounding Pharmacy Technician
03.2010 - 04.2012
Job overview
- Compounding various forms of animal and human medications
- Ensuring formulas were correct and printed accurately.
- Assisted Quality by testing formula accuracy
- Packaged and labelled orders
- Worked at the retail store when needed
Internal Revenue Service
Lead/ Tax Examiner/OIC/QA
04.2001 - 04.2007
Job overview
- Reviewing tax returns for errors and communicating with taxpayers until the case is resolved and closed
- Reviewing 12 tax examiners work to ensure quality
- Keeping a proper caseload, entering time sheets, handling vacation requests and sick leave
- Taking over more difficult cases, teaching refresher and new hire classes to AUR tax examiners; assisting with the OJT by coaching (both one on one and whole units) and reviewing unit cases
- Teaching new hires and returnees.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Researched tax issues and stayed current on all federal and state tax laws.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Increased AUR and OIC departmental effectiveness through adoption of quality improvement standards and unit performance evaluations.
- Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
- Assisted AUR and OIC managers in planning and execution of short-term and longer term goals and objectives.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Conducted call audits to assess interaction quality, accuracy and service success.
- Produced briefs, located records and organized documentation to support court cases.
- Completed Individual tax audits and Automated Under-Reporter investigations to check provided information.
Education
Katharine GibbsMelville, NY
Legal Executive Assistant Certification from Legal Executive Assistant
Community College of Central FloridaLecanto, FL
CCCF / Pharmacy Technician Vocational Certificate from Pharmacy Technician
Skills
- Compounding, filling/labeling prescriptions
- Preparing Taxes
- Weekly Payroll
- Quality Control Standards
- Atypical Return Processing
- Individual Tax Returns
- Research Oversight
- Administrative Duties
- Detailed Documentation
- Client Tax Services
- Business Correspondence
- Tax Code Knowledge
- Due Diligence
- Individual Returns Preparation
- Electronic Filing Software
- Tax Audit Procedures
- Valid PTIN
- 10-Key Calculator
- Office Cleaning
- Clerical Support
- Detailed Analysis
- Supply Oversight
- Data Gathering
- Data Input
- Tax Issue Research
- Correspondence Writing
- Customer Retention Strategies
- Maintenance Requirements
- Client Support
- Team Training
- Internal Revenue Service Correspondence
- Office Supplies and Inventory
- Store Oversight
- Staff Oversight
- Personal Interviews
- Project Maintenance
- Client Acquisition
- Deductible Expense Identification
- Client Invoicing
- Tax Form Completion
- Tax-Related Research
- Tax Return Preparation
- IRS Correspondence
- Taxation Document Inspection
- Business Transactions
Certification
- Certified Pharmacy Technician, PTCB- 2010-2012 #510107010079042, 2016-2018 #30015808
- PTIN #P01763765, for paid tax prep 2013-Present
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Tax Preparer
Intuit TurboTax Live
12.2021 - Current
Forklift Driver •Order Picker Operator
Chewy Warehouse
01.2021 - 12.2021
Fulfillment Specialist
Chewy Warehouse
08.2019 - 12.2020
Tax Consultant/Assistant Manager
D’Arville & Co., Inc
01.2014 - 02.2015
Compounding Pharmacy Technician
Franck’s Lab, Inc.
03.2010 - 04.2012
Lead/ Tax Examiner/OIC/QA
Internal Revenue Service
04.2001 - 04.2007
Katharine Gibbs
Legal Executive Assistant Certification from Legal Executive Assistant
Community College of Central Florida
CCCF / Pharmacy Technician Vocational Certificate from Pharmacy Technician
- Certified Pharmacy Technician, PTCB- 2010-2012 #510107010079042, 2016-2018 #30015808
- PTIN #P01763765, for paid tax prep 2013-Present
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