Dollie Ogletree
Oil City,US
Summary
Seasoned Tax Professional with a robust background at H&R Block and Bryson Law Firm, specializing in tax preparation and financial analysis. Expert in client relationship management and financial planning, I have driven decision-making and compliance through meticulous analysis and strategic counsel. My proactive approach and QuickBooks proficiency have consistently enhanced client satisfaction and operational efficiency.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Tax Professional-Level 2
H&R Block-2nd Year
Vivian, LA
01.2025 - Current
- Preparing & completing personal tax returns
- Preparing & completing Business and Sole Proprietor Tax Returns
- Client communication
- Scheduling appointments
- Provided guidance on proper filing techniques, tax regulations, and compliance requirements
- Communicated effectively with clients regarding any changes or updates in tax regulations and laws
Tax Professional-Level 2
H&R Block
Vivian, US
01.2024 - 04.2024
- Preparing & completing personal tax returns
- Preparing & completing Business and Sole Proprietor Tax Returns
- Client communication
- Scheduling appointments
- Provided guidance on proper filing techniques, tax regulations, and compliance requirements
- Communicated effectively with clients regarding any changes or updates in tax regulations and laws
Case Diagnostic Specialist-REMOTE WORKER
Bryson Law Firm
Lafayette, US
12.2022 - 10.2023
- Analyzed complex financial information to offer recommendations to management, driving decision-making
- Assisted in Consumer IRS & State Tax Resolution
- Drafted IRS Offer & Compromise Resolution Packages
- Drafted briefs & correspondence to IRS & State Taxing Authority's
- Employee Retention Credit's (ERC)
- 941's & 940's
Financial Relationship Manager/Vice President
First Guaranty Bank
Oil City, US
08.2019 - 11.2022
- Managed personal and commercial financial portfolios
- Underwriting commercial and consumer loans
- Financial counseling services
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication, and dynamic interpersonal skills
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests
- Acted with minimal direction in self-directed capacities to resolve issues and implement strategies
Bankruptcy Paralegal
Rogers, Carter & Payne, LLC
Shreveport, Louisiana
11.2016 - 08.2019
- Drafting and filing motions with the Bankruptcy Court on Chapter 7,13,11, & 12 cases
- Reviewing case files along with the associated loan documents to decide the best course of action that needs to be taken by the Creditor
- Managing and reviewing six court dockets along with two attorney's schedules daily all over the state of Louisiana
- Oversaw hearing calendar for the office and managed the filing deadlines
- Worked closely with bankruptcy attorneys to review documents and made all required corrections
Loan Officer/Collections
Willis Knighton FCU
Shreveport, US
08.2013 - 11.2016
- Collecting on delinquent accounts
- Processing and determining attorney referrals on bankruptcy and suit accounts
- Keeping up with mortgage prescriptive periods along with verifying associated property taxes and insurance
- Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports
Education
Paralegal Certification -
Bossier Parish Community College
Bossier City, LA05.2012
Notary Prep Course -
Louisiana State University of Shreveport
Shreveport, LA01.2012
High School Diploma -
North Caddo High School
Vivian05.2011
Skills
- Client relationship management
- Solution management
- Customer relationships
- Sales proficiency
- Public speaking
- Product expertise
- Financial analysis and planning
- QuickBooks experience
- Financial administration
- Tax Preparation
Certification
- Caddo Parish Crime Stoppers Board of Directors, 2021-2024
- Licensed ABO, Shreveport Louisiana
Timeline
Tax Professional-Level 2
H&R Block-2nd Year
01.2025 - Current
Tax Professional-Level 2
H&R Block
01.2024 - 04.2024
Case Diagnostic Specialist-REMOTE WORKER
Bryson Law Firm
12.2022 - 10.2023
Financial Relationship Manager/Vice President
First Guaranty Bank
08.2019 - 11.2022
Bankruptcy Paralegal
Rogers, Carter & Payne, LLC
11.2016 - 08.2019
Loan Officer/Collections
Willis Knighton FCU
08.2013 - 11.2016
Paralegal Certification -
Bossier Parish Community College
Notary Prep Course -
Louisiana State University of Shreveport
High School Diploma -
North Caddo High School