Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Languages
Timeline
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Helen Galiszewski

Bremerton,WA

Summary

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.

Education

Bachelor of Arts - Organizational Leadership

Arizona State University
Tempe, AZ
11.2024

Diploma - Massage Therapy

Carrington College
Spokane Valley, WA
04.2015

Diploma -

Baker High School
Baker City, OR
06.2011

Skills

  • Tax Audit Management
  • Tax planning strategies
  • Proficient in Microsoft
  • Organizational abilities
  • Verbal and written communication
  • Financial Management
  • Staff Development
  • Performance Management
  • Strategic Planning
  • Team Leadership
  • Complex Problem-Solving
  • Time Management
  • Customer Relationship Management (CRM)

Personal Information

Authorized To Work: US

Certification

PTIN

Languages

English
Professional
Spanish
Limited

Timeline

Shift Supervisor

Starbucks
01.2022 - 02.2023

Office Manager

Block Advisors
10.2020 - 04.2020

Barista

Puget Sound Naval Shipyard
07.2017 - 02.2018

Office Administrator

TrueNorth Wealth Advisors
05.2016 - 03.2017

Office Manager/Tax Preparer

Colleron, Inc
10.2015 - 04.2016

Senior Tax Analyst

H&R Block
12.2013 - Current

Bachelor of Arts - Organizational Leadership

Arizona State University

Diploma - Massage Therapy

Carrington College

Diploma -

Baker High School
Helen Galiszewski