Dynamic Senior Tax Analyst with a proven track record at H&R Block, showcasing expertise in tax planning strategies and exceptional organizational abilities. Spearheaded compliance initiatives, significantly enhancing efficiency. Renowned for leadership in staff development and adept in Microsoft, I excel in transforming complex problems into strategic planning successes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Tax Analyst
H&R Block
Bremerton, WA
12.2013 - Current
Prepared corporate income tax returns for multiple entities, including consolidated returns.
Reviewed and analyzed financial statements to determine tax liabilities.
Calculated estimated taxes, quarterly payments, and other related filings.
Developed processes to ensure compliance with applicable laws and regulations.
Performed research on various federal and state tax issues.
Assisted in the preparation of multi-state sales and use tax returns.
Interpreted new legislation impacting taxation policies and procedures.
Collaborated with external auditors to provide requested information for audits or reviews.
Communicated with taxing jurisdictions and customers regarding tax notices and directly interacted with subsidiary controllers and finance directors.
Assisted professionals with preparation of federal and state income tax paperwork.
Answered questions from taxpayers and assisted individuals with completing tax forms.
Shift Supervisor
Starbucks
Great Falls, MT
01.2022 - 02.2023
Provided on-the-job training to new staff members.
Ensured all safety and sanitation regulations were met throughout the shift.
Conducted weekly inventory of supplies, equipment, and food items.
Monitored staff performance to ensure quality standards were met.
Developed strategies for improving operational efficiency and customer service levels.
Communicated clearly with employees regarding job duties, expectations, and policies.
Investigated accidents or incidents occurring during shift hours.
Performed cash handling duties such as counting money, balancing registers, and preparing bank deposits.
Collaborated with management to plan special events or promotions.
Served as a role model for other employees by demonstrating professional behavior at all times.
Assisted customers with product selection when needed.
Completed opening and closing duties to facilitate business operations.
Assisted upper management with daily operations to meet standards of service and quality.
Resolved customer complaints and reported issues to senior management.
Collaborated with team members to improve performance and implement training updates.
Coordinated shift workers for inventory receiving, auditing and restocking.
Office Manager
Block Advisors
Colorado Springs, CO
10.2020 - 04.2020
Developed and implemented office policies and procedures.
Supervised staff members, organized schedules and delegated tasks.
Coordinated meetings, conferences, travel arrangements and department activities.
Maintained filing system for records, correspondence and other documents.
Ordered supplies and equipment to maintain adequate inventory levels.
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Processed payroll accurately ensuring all employees were paid on time.
Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
Provided training to new hires on office policies and procedures.
Managed office inventory and placed new supply orders.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Reviewed files and records to obtain information and respond to requests.
Managed, scheduled and coordinated office functions and activities for employees.
Handled scheduling and managed timely and effective allocation of resources and calendars.
Used judgment and initiative in handling confidential matters and requests.
Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Barista
Puget Sound Naval Shipyard
Bremerton, WA
07.2017 - 02.2018
Greeted customers and took orders for coffee drinks, food items, and other beverages.
Prepared specialty coffee drinks such as lattes, cappuccinos, macchiatos, mochas, and Americanos.
Operated cash registers to process customer payments.
Maintained a clean work environment by wiping down counters, washing dishes, and cleaning floors.
Stocked shelves with ingredients needed to make coffee drinks.
Ground beans for espresso shots according to individual customer specifications.
Monitored inventory levels of supplies and restocked when necessary.
Provided excellent customer service by responding to inquiries quickly and professionally.
Followed safety procedures while operating machinery such as grinders and espresso machines.
Adhered to health department regulations concerning sanitation standards.
Organized workstations efficiently so that tasks could be completed quickly during peak hours.
Greeted and communicated with customers to take beverage orders and offer recommendations based on taste preferences.
Prepared and served coffee, espresso drinks, blended coffees and teas.
Office Administrator
TrueNorth Wealth Advisors
Seattle, WA
05.2016 - 03.2017
Client communication - scheduling appointments, maintaining multiple calendars
Support firm principals with client documentation and other executive assistant duties
Data entry - maintaining detailed and accurate records in CRM system
Digital and physical filing
Incoming/Outgoing mail
Scanning/faxing and uploading digital documents into web database system
Ordering and stocking supplies
Office Manager/Tax Preparer
Colleron, Inc
Bremerton, WA
10.2015 - 04.2016
Developed and implemented office policies and procedures.
Supervised staff members, organized schedules and delegated tasks.
Coordinated meetings, conferences, travel arrangements and department activities.
Maintained filing system for records, correspondence and other documents.
Ordered supplies and equipment to maintain adequate inventory levels.
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Processed payroll accurately ensuring all employees were paid on time.
Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
Provided training to new hires on office policies and procedures.
Managed office inventory and placed new supply orders.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Reviewed files and records to obtain information and respond to requests.
Managed, scheduled and coordinated office functions and activities for employees.
Handled scheduling and managed timely and effective allocation of resources and calendars.
Used judgment and initiative in handling confidential matters and requests.
Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.