Hong-Loan Vo
Oakland,CA
Summary
High-performing Senior Tax Advisor proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
Overview
33
33
years of professional experience
Work History
Sales Manager
East Bay Restaurant Supply
Oakland, CA
05.2006 - Current
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Supervised sales team of 15 people, stepping in to support employees and deliver smooth sales processes for clients.
- Organized promotional events and interacted with community to increase sales volume.
- Managed order cycle to enhance business development and maintain sustainability and customer satisfaction.
- Held weekly meetings with Sales Associates to identify techniques to overcome sales obstacles.
- Developed and implemented comprehensive salesperson training program.
- Produced contracts, reports, letters, and proposals for clients.
- Improved sales processes to streamline customer acquisition and onboarding strategies.
- Resolved customer issues quickly and managed over 500 + accounts to increase sales and meet quotas.
- Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
- Developed strategic relationships with key suppliers and clients to foster profitable business initiatives.
- Created effective strategies to target new markets after researching and analyzing competitor behavior.
- Initiated new sales and marketing plans for product roll-outs, distribution and media strategy.
- Aggressively pursued competitive accounts by differentiating company from competitors.
- Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.
Senior Tax Preparer
H&r Block
Oakland, CA
11.2005 - 04.2022
- Completed and filed returns with tax departments at local, state and federal levels for over 500+ clients per tax season.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Facilitated communication between clients and tax authorities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Education
CTEC Certification - Income Taxes
H&R Block Tax School
Oakland07.2005
Associate of Arts - Business Management
Laney College
Oakland, CA09.1996
Skills
- Empowers high-performing sales teams
- Business development and planning
- Tax code knowledge
- IRS correspondence
- Local, state and federal tax returns
- Tax audit procedures
- Strategic account development
- Tax return preparation
Timeline
Sales Manager
East Bay Restaurant Supply
05.2006 - Current
Senior Tax Preparer
H&r Block
11.2005 - 04.2022
CTEC Certification - Income Taxes
H&R Block Tax School
Associate of Arts - Business Management
Laney College
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