donne hale
Pleasant Grove,AL
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
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
21
21
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
HR Block
01.2025 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Classified assets correctly to properly account for depreciation on routine filings.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
Accounting Assistant
The City of Birmingham
10.2004 - 06.2023
- Assisted in the preparation of monthly financial statements and reports.
- Maintained the general ledger system to ensure accurate recording of all transactions.
- Reconciled bank accounts on a regular basis.
- Reviewed customer accounts to ensure accuracy of billing information and payment terms.
- Answered questions from customers regarding their billing or payment status.
- Provided support to upper management with special projects related to finance or accounting processes.
- Managed vendor relationships by ensuring timely payments and resolving disputes.
- Worked closely with auditors during year-end audits to provide necessary documentation.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Received and recorded cash, checks and transfers.
Education
Some College (No Degree) -
T.A. Lawson State Community College
Birmingham, ALAssociate Of Applied Science - Accounting
Strayer University
Birmingham, AL05.2029
Skills
- Bookkeeping Operations
- Administrative Support
- Month-End Documentation
- Regulatory Compliance
- Invoicing and Billing
- Customer Service
- Data Analysis
- Accounts Payable and Receivable
Accomplishments
Realtor
Certification
Senior tax analyst
Timeline
Senior Tax Associate
HR Block
01.2025 - Current
Accounting Assistant
The City of Birmingham
10.2004 - 06.2023
Some College (No Degree) -
T.A. Lawson State Community College
Associate Of Applied Science - Accounting
Strayer University