Jacquelyn Lester
HR Block
Dothan,AL
31
years of professional experience
Dynamic tax professional with extensive experience at HR Block, specializing in maximizing client refunds through strategic tax planning and meticulous compliance. Proven ability to build lasting client relationships while utilizing advanced tax software and maintaining confidentiality. Adept at resolving complex tax issues, enhancing client satisfaction, and delivering exceptional service during peak seasons.
Work History
Professional Tax Preparer
13 Years 4 Months- Prepared accurate individual tax returns using tax preparation software and client-provided financial documents.
- Interviewed clients to gather income, deductions, credits, and filing information.
- Reviewed completed returns for accuracy, compliance, and missing documentation before submission.
- Explained tax laws, refund expectations, and filing requirements in clear client conversations.
- Researched tax code updates to apply current rules and maximize eligible deductions.
- Maintained confidential client records and protected sensitive financial information.
- Electronically filed returns and tracked submission status through completion.
- Resolved client questions and follow-up issues with professional, responsive service.
- Developed customized strategies for high net worth individuals to optimize their tax liabilities while maintaining full compliance with regulations.
- Collaborated with colleagues to share best practices, enhancing overall team performance.
- Kept clients informed about potential changes in legislation or regulations affecting their taxes including new allowable deductions or credits.
- Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
- Maintained up-to-date knowledge of federal and state tax laws through continuous professional development courses.
- Maximized client refunds with diligent identification of applicable deductions and credits.
- Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
- Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
- Handled complex multi-state tax filings for individuals and businesses to achieve maximum savings on state taxes.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Researched complex tax issues utilizing online resources and professional tax software.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Utilized tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Responded to inquiries from IRS and other tax authorities.
- 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.
Laborer
15 Years 9 Months- Prepared accurate individual tax returns using tax preparation software and client-provided financial documents.
- Interviewed clients to gather income, deductions, credits, and filing information.
- Reviewed completed returns for accuracy, compliance, and missing documentation before submission.
- Explained tax laws, refund expectations, and filing requirements in clear client conversations.
- Researched tax code updates to apply current rules and maximize eligible deductions.
- Maintained confidential client records and protected sensitive financial information.
- Electronically filed returns and tracked submission status through completion.
- Resolved client questions and follow-up issues with professional, responsive service.
- Developed customized strategies for high net worth individuals to optimize their tax liabilities while maintaining full compliance with regulations.
- Collaborated with colleagues to share best practices, enhancing overall team performance.
- Kept clients informed about potential changes in legislation or regulations affecting their taxes including new allowable deductions or credits.
- Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
- Maintained up-to-date knowledge of federal and state tax laws through continuous professional development courses.
- Maximized client refunds with diligent identification of applicable deductions and credits.
- Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
- Assisted clients in resolving IRS notices and audits by providing expert advice and timely communication.
- Handled complex multi-state tax filings for individuals and businesses to achieve maximum savings on state taxes.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Researched complex tax issues utilizing online resources and professional tax software.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Utilized tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Responded to inquiries from IRS and other tax authorities.
- 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.
Tax Associate
10 Years 3 Months- Accurate and compliant individual and small business tax returns reflected careful preparation and review.
- Deductions, credits, and filing requirements were identified through thorough client document review.
- Filing errors were reduced through application of current tax laws during return completion.
- Efficient return preparation and follow-up were supported by organized financial records.
- Timely tax return processing was supported through accurate data entry into tax software.
- Missing documentation and unclear tax details were resolved through proactive client communication.
- Submission-ready returns were produced through careful accuracy checks before e-filing.
- Client trust and loyalty were strengthened through strict confidentiality with sensitive information.
- Client concerns were addressed promptly and professionally during peak tax season, supporting strong service delivery under pressure.
- Client satisfaction increased through accurate and timely tax preparation services.
- Strong rapport with clients was maintained through clear communication and regular updates on tax filing status.
- Prepared individual and business tax returns using tax software and established compliance procedures.
- Reviewed source documents for accuracy, completeness, and proper tax treatment before filing.
Education
Associate of Science - Computer Science
- Dean's List 3rd Semester 1981
- 4.0 GPA
Skills
Client confidentiality
State tax regulations
Cash flow management
Tax software proficiency
Continuing education
IRS communication
Amended returns
Tax-related research
Local
state
and federal tax returns
Relationship building
Client communication
Verbal/written communication
Data inputting
Efficient nature
Tax return preparation
Document preparation
Filing system management
Individual returns preparation
Tax advising
Attention to detail
Multi-state tax filing
Income documentation
Documentation filing
Teamwork
Teamwork and collaboration
Customer service
Individual tax returns
Time management
Problem-solving abilities
Multitasking
Multitasking Abilities
Reliability
State tax regulations
Payroll management
Cash flow management
Tax software proficiency
Continuing education
Retirement planning
IRS communication
Tax planning strategies
Amended returns
Tax credits and deductions
Individual tax preparation
Tax-related research
Local
state
and federal tax returns
Relationship building
Client communication
Verbal/written communication
Data inputting
Tax return preparation
Document preparation
Storage procedures
Multi-state tax filing
Tax advising
Documentation filing
Tax liability management
Direct IRS filing
Benefits documentation
Tax accounting
Teamwork
Teamwork and collaboration
Customer service
Individual tax returns
Problem-solving
Time management
Multitasking
Multitasking Abilities
Reliability
Timeline
Professional Tax Preparer
HR Block
01.2005 - 05.2018Read More
Tax Associate
Helms Management and Associates
01.1993 - 04.2003Read More
Laborer
Michelin Tire
07.1987 - 04.2003Read More
George C Wallace Community College
Associate of Science from Computer Science
Read More