Debra Gellert
Marion,NC
Summary
Detail-oriented tax professional with 15+ years of experience supporting federal, state, and local tax compliance. Skilled in communicating complex tax issues clearly, resolving notices, and partnering with finance teams to improve accuracy. Known for strong client service and reliable deadline management.
Overview
19
19
years of professional experience
Work History
Senior Tax Analyst
Mackey Financial
01.2026 - 09.2026
- Prepared federal, state, and local tax workpapers with strong attention to filing requirements
- Reviewed account reconciliations to support accurate tax provision and compliance reporting
- Researched tax law updates and applied guidance to routine filing activities
- Compiled supporting documentation for audits, notices, and regulatory requests
Senior Tax Analyst
H & R Block Tax Services
01.2008 - 04.2025
- Analyzed transaction data to identify tax implications and reporting adjustments
- Maintained organized schedules, records, and source files for timely review
- Collaborated with finance teams to resolve discrepancies in tax-related entries
- Tracked filing deadlines and supported completion of recurring tax deliverables
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Attended continuing education and Tax updates, Rentals, Depreciation, Self Employment, Assets, Interest & Dividends, Brokerage Statements, K-1,s, Farm, Clergy, Social Security, Assistance with staying ahead of Tax Obligations W-2 & & W-4 assistance, Investments, & Ethic courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Researched tax issues and stayed current on all federal and state tax laws.
- Developed a reputation for excellence in the field by consistently delivering high-quality work and exceeding client expectations.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Compiled supporting documentation for audits, notices, and regulatory requests
- Researched tax law updates and applied guidance to routine filing activities
- Prepared federal, state, and local tax workpapers with strong attention to filing requirements
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Researched tax implications for various deductions and credits.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Utilized tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Prepared all federal and state income tax paperwork for extensions and returns.
Education
High School Diploma -
Northwest Christian Academy
North Miami, FL06-1981
Skills
- Strong communication skills
- State and local taxation
- Tax process improvement
- Tax law interpretation
- Extremely high Conversion Rates
- Client Service Skills
- Team Worker
- Willing to assist other Preparers
Timeline
Senior Tax Analyst
Mackey Financial
01.2026 - 09.2026
Senior Tax Analyst
H & R Block Tax Services
01.2008 - 04.2025
High School Diploma -
Northwest Christian Academy