Proven Tax Specialist with a robust background at H&R Block, adept in tax advisory services and financial auditing. Demonstrated success in enhancing compliance, maximizing deductions, and fostering client relationships through effective communication. Achieved significant cost reductions and compliance improvements, showcasing analytical prowess and negotiation skills.
Overview
18
18
years of professional experience
Work History
Tax Specialist
H&r Block
01.2024 - 04.2024
Maintained thorough and current understanding of applicable tax laws.
Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
Reviewed financial statements for accuracy and integrity.
Tax Associate
H&r Block
12.2022 - 04.2023
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Business Financial Manager
CEM (Compagnie Des Experts Maritimes)
03.2006 - 06.2015
Negotiated favorable terms on contracts with vendors and service providers, reducing expenses without compromising quality or service levels.
Continuously improved forecast accuracy by refining methodologies used in the budgeting process.
Developed long-term financial plans that aligned with company goals, enabling sustainable growth and profitability.
Implemented robust internal controls to maintain compliance with regulatory requirements and reduce the risk of fraud.
Enhanced financial transparency by presenting clear and concise monthly reports to executive leadership teams.
Managed budget planning and forecasting, resulting in better resource allocation and reduced operational costs.
Optimized cash flow management through diligent monitoring of receivables, payables, and working capital levels.
Improved overall business performance by identifying areas for cost savings, revenue generation, or investment opportunities through detailed financial analysis.
Forecasted operating costs for scheduled projects by strategizing with other departments.
Monitored industry trends to identify opportunities for strategic investments or acquisitions that could enhance company value over time.
Managed high volumes of financial activity in fast-paced, risk-based corporate environment.