Hachell Whaley
Richmond,TX
Summary
Detail-oriented tax consultant with expertise in tax preparation, client communication, and financial analysis. Committed to ensuring compliance and delivering tailored tax strategies for diverse clients.
Overview
7
7
years of professional experience
Work History
Junior Tax Consultant
Teakwood Global dba Dan Martinez & Associates, LLC
Katy, Texas
05.2023 - Current
- Assisted clients in developing tax planning strategies tailored to individual needs.
- Prepare tax refund and reduction for energy savings .
- Reviewed financial documents for accuracy and completeness, facilitating compliance with regulations.
- Prepared individual and business tax returns for various clients.
- Communicated tax obligations clearly to clients and stakeholders.
- Collaborated with senior consultants to resolve complex tax issues effectively.
- Researched tax regulations and updates to maintain compliance and inform clients.
- Participated in client meetings to discuss tax strategies and updates.
- Identified client needs, advising on strategies to minimize taxes owed, enhancing client satisfaction and tax efficiency.
- Collaborated with accounting teams to ensure accuracy in financial statements, supporting timely and compliant tax submissions.
- Evaluated current business practices for potential areas where additional savings could be realized through better tax management strategies.
Administrative Assistant
Dan Martinez & Associates
Sugar Land, Texas
05.2020 - Current
- Coordinated meetings and scheduled appointments for team members and clients, enhancing communication and collaboration.
- Prepared and organized documents for presentations and client meetings.
- Managed daily office operations to ensure smooth workflow and efficiency.
- Developed and implemented filing systems to streamline document retrieval and organization.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Assisted in maintaining office supplies inventory and ordered replacements as needed.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Composed letters, memos, reports, emails, and presentations for management staff, ensuring clear communication of important information.
- Collaborated with team members on various administrative projects and initiatives.
Education
Master of Arts - Accounting
University of Houston
Houston, TX05-2024
BBA - Marketing
University of Houston
Houston, TX12-2019
Associate of Arts - Business
Wharton County Junior College
Sugar Land05-2017
Skills
- Tax preparation
- Tax research
- Tax credits and incentives
- Sales and use tax expertise
- Financial analysis
- Financial reporting
- Regulatory knowledge
- Audit defense techniques
- Document management
- Client communication
- Client relations
- Team collaboration
- Attention to detail
- Time management
- Presentation skills
Timeline
Junior Tax Consultant
Teakwood Global dba Dan Martinez & Associates, LLC
05.2023 - Current
Administrative Assistant
Dan Martinez & Associates
05.2020 - Current
Master of Arts - Accounting
University of Houston
BBA - Marketing
University of Houston
Associate of Arts - Business
Wharton County Junior College