Deborah Mohn
Tax Analyst
Minerva,OH
Summary
Senior Tax Analyst managing approximately 300 federal, state, and multi-state returns per season for individuals, small businesses, and corporations. Uncovers tax-saving opportunities, resolves notices, and translates complex rules into clear client guidance. Strengthens filing accuracy through PTIN, AFSP, and audit-defense documentation.
Overview
2
2
Certificates
27
27
years of professional experience
Work History
Maintenance Coordinator
Colfor Manufacturing
- Tracked 30 maintenance tasks completed each week while keeping production disruptions minimal.
- Coordinated scheduled maintenance around production timelines to minimize downtime across departments.
- Maintained maintenance records and documentation systems to improve access, tracking, and record accuracy.
- Collaborated with cross-functional teams to identify equipment issues and implement practical fixes.
- Managed vendor relationships and negotiated outsourced service contracts to support budget goals and timely parts delivery.
- Analyzed maintenance logs and inventory levels to reduce stock shortages, refine supply levels, and improve equipment effectiveness.
Manager
H&R Block
01.2019
- Reviewed client documents and prepared tax filings in accordance with applicable federal and state requirements.
- Guided clients through tax preparation questions and explained filing details in clear, professional language.
- Prepared business and individual returns while verifying supporting documentation before submission.
- Supported seasonal tax workflows by organizing schedules, tracking deadlines, and coordinating client appointments.
- Applied tax law knowledge to interpret notices and identify next steps for client cases.
- Assisted with e-filing troubleshooting to keep returns moving through the filing process.
- Reviewed bookkeeping records to support tax preparation and identify missing client information.
- Maintained client confidentiality when handling sensitive tax documents and personal financial information.
- Handled client intake and appointment flow to support organized service during busy periods.
- Prepared estimated tax planning guidance for clients with changing income or filing needs.
- Supported entity tax classification questions for small business clients during return preparation.
- Reviewed payroll returns and related filings for completeness before submission.
- Helped clients understand installment agreement setup options for managing outstanding tax balances.
Tax Expert
JDA RSG
02.2026 - Current
- Review client records to identify missing documents, filing issues, and other items affecting return accuracy.
- Prepare federal and state filings in line with applicable tax rules and reporting requirements.
- Assist clients with questions about deductions, notices, and filing requirements in a clear, professional manner.
- Prepare business and corporate tax returns with attention to supporting schedules and required documentation.
- Process multi-state returns and related filings while confirming jurisdiction-specific reporting details.
- Interpret tax rules to support correct treatment of income, deductions, credits, and filing status.
- Coordinate estimated tax planning discussions to help clients stay current with quarterly obligations.
- Support tax audit defense by gathering records, organizing support, and tracking response materials.
- Review bookkeeping records for consistency before using them in tax preparation and filing workflows.
- Maintain client confidentiality when handling sensitive financial records, filings, and account details.
- Troubleshoot e-filing issues to help correct submission errors and complete timely resubmissions.
- Assist with installment agreement setup by preparing account details and supporting required documentation.
Senior Tax Analyst
H&R Block
01.2020 - 01.2026
- Interpret tax legislation to advise clients and staff on federal, state, and multi-state filing requirements.
- Develop credit and deduction strategies across diverse client portfolios, including entity tax classification and estimated tax planning.
- Mentor junior analysts and staff on tax preparation, compliance regulations, and accurate filing procedures.
- Streamline client onboarding, document management, and quality assurance to improve productivity and regulatory accuracy.
- Resolve client disputes promptly, maintain open communication, and build trusted relationships with customers and suppliers.
Education
Data Analytics - Data Analytics
Coursera
Remote12-2026
Excel - Intermediate Microsoft Excel Formulas and Pivot Ta
Microsoft Excel
Remote12-2026
Skills
Tax return preparation
Tax return filing
Multi-state tax returns
Corporate tax return preparation
Tax law interpretation
Tax planning strategies
Tax audit defense
Tax process improvement
Client confidentiality
Staff training
Installment agreement setup
IRS notice resolution
Payroll return review
Bookkeeping review
Sales tax compliance
Estimated tax planning
Entity tax classification
E-filing troubleshooting
Certification
Advanced Small Business certification
Timeline
Tax Expert
JDA RSG
02.2026 - Current
Senior Tax Analyst
H&R Block
01.2020 - 01.2026
Manager
H&R Block
01.2019
Maintenance Coordinator
Colfor Manufacturing
Data Analytics - Data Analytics
Coursera
Excel - Intermediate Microsoft Excel Formulas and Pivot Ta
Microsoft Excel