William Davis
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
14
14
years of professional experience
Work History
Tax Professional I
H&R Block
01.2020 - Current
- Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, and email.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Revenue Specialist II
Florida Department of Revenue
06.2018 - 03.2020
- Company Overview: Child Support Case Processing Analyst position in the Department of Revenue's Child Support Program Judicial Process in the Tallahassee Service Center
- Prepared cases, researched information, attended and testified at hearings, updated CAMS and meet with our customers before and after the hearings
- Initiated and responded to requests, coordinated with internal and external partners, gathered information, researched and resolved case issues
- Interviewed customers face-to-face and/or over the telephone
- Interacted legal services providers, other states, employers and other business partners
- Made decisions based on case information and documentation provided
- Provided quality customer service and safeguarded confidential information
- Child Support Case Processing Analyst position in the Department of Revenue's Child Support Program Judicial Process in the Tallahassee Service Center
Office Administrator
U.S. Navy
06.2011 - 05.2018
- Supervised a team of four clerical personnel in support of Two-Star Army General
- Provided administrative support to perform a full range of administrative, clerical and office support duties to include but not limited to; scheduling and providing administrative support; participating in special meetings and events and assisting with special projects; balancing administrative workload and providing advice and guidance on subjects related to administration and information management
- Assisted with planning and implementing visits, conferences, and other events involving distinguished visitors and guests
- Made all travel arrangements in the Defense Travel System for efficient time management
- Prepared documentation to initiate requests for additional resources including equipment, furniture, supplies, space and printing support
Education
Bachelors of Science - Business Administration
Saint Leo University
05.2019
Associate of Arts - Business Administration
Hillsborough Community College
12.2016
Skills
- Proficient in the Microsoft Office Suite
- Exceptional Customer Service Skills
- Exceptional Interpersonal Skills
- Tax planning strategies
- Skilled in preparing reports and analyzing data
- Internal revenue service correspondence
Timeline
Tax Professional I
H&R Block
01.2020 - Current
Revenue Specialist II
Florida Department of Revenue
06.2018 - 03.2020
Office Administrator
U.S. Navy
06.2011 - 05.2018
Bachelors of Science - Business Administration
Saint Leo University
Associate of Arts - Business Administration
Hillsborough Community College
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