Erika McNamer
Delta,PA
Summary
Adept Master Tax Advisor with a proven track record at H&R Block, specializing in tax advisory services and tax return preparation. Demonstrated expertise in maximizing client savings and ensuring tax compliance, coupled with exceptional organizational skills and a commitment to customer service. Mentored new hires, enhancing the team's proficiency in complex tax matters. Detail-oriented Tax Preparer with 7 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Master Tax Advisor
H&R Block
12.2017 - Current
- Conducted thorough research on evolving tax regulations, enabling the provision of up-to-date advice for clients'' unique situations.
- Collaborated with colleagues to stay informed on current tax laws and regulations, ensuring accurate advice for clients.
- Maximized client savings by identifying and executing tax strategies tailored to individual needs.
- Calculated estimated tax payments for clients.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Mentored new hires to develop their understanding of complex tax concepts, fostering a supportive learning environment.
Education
Bachelor of Arts - Business Administration
York College of Pennsylvania
York, PA12.2002
Skills
- Tax Advisory Services
- State and Local Taxation
- Organization skills
- Tax Return Preparation
- Customer Service
- Tax Compliance Expertise
Certification
- Enrolled Agent License 00151999-EA
Timeline
Master Tax Advisor
H&R Block
12.2017 - Current
Bachelor of Arts - Business Administration
York College of Pennsylvania
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