Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

James Dickson

Hutchinson

Summary

Dynamic Income Tax Preparer with H&R Block, skilled in maximizing client tax benefits through strategic planning and thorough analysis. Proficient in tax software and committed to client confidentiality, I foster strong relationships and ensure compliance with regulations, enhancing client understanding and satisfaction. Recognized for delivering accurate returns and proactive communication.

Overview

16
16
years of professional experience

Work History

Income Tax Preparer

H&r Block
01.2010 - Current
  • Prepared accurate federal and state tax returns for diverse clientele, ensuring compliance with regulations.
  • Analyzed client financial data to identify potential deductions and credits, maximizing tax benefits.
  • Educated clients on tax laws and changes, enhancing understanding of their financial responsibilities.
  • Reviewed and resolved discrepancies in tax filings, maintaining high standards of accuracy.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
  • Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
  • Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
  • Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Assessed client tax situations to determine best filing options.
  • Offered clients recommendations to reduce tax liabilities.
  • Utilized tax software to prepare returns and meet deadlines.

Administrative Assistant

Showalter Fireworks Inc & Company
07.2024 - 07.2025
  • Responded to inquiries via phone and email, providing timely information to clients.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Responded to inquiries from callers seeking information.
  • Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Managed filing system, entered data and completed other clerical tasks.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

Temporary Worker

The Arnold Group
04.2024 - 07.2024

Assigned to Showalter Fireworks, Inc and Company as Administrative Assistant performing office clerical work.

Store Manager

Goering Hardware
02.2023 - 02.2024
  • Oversaw daily store operations, ensuring efficient workflow and high customer satisfaction.
  • Managed inventory levels, optimizing product availability and minimizing stock discrepancies.
  • Developed staff training programs, enhancing team performance and customer service skills.
  • Implemented visual merchandising strategies to boost product visibility and enhance shopping experience.
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Completed point of sale opening and closing procedures.
  • Managed inventory levels to minimize waste and ensure product availability, supporting customer satisfaction and sales efficiency.

Thrift Store Manager

Salvation Army Thrift Store
12.2014 - 02.2023
  • Oversaw volunteer coordination, fostering a collaborative environment for diverse teams.
  • Developed marketing strategies to increase community engagement and boost sales revenue.
  • Implemented visual merchandising techniques to optimize store layout and enhance customer experience.
  • Analyzed sales data trends to adjust pricing strategies for maximum profitability.
  • Trained new employees on store policies and procedures to ensure consistent performance across the team.
  • Maintained accurate records of employee hours worked, ensuring compliance with labor laws as well as proper payroll processing.
  • Managed daily store operations for smooth functioning, including opening and closing procedures, cash handling, and staff scheduling.
  • Oversaw pricing strategy to balance revenue generation with affordable offerings for the community.
  • Boosted customer satisfaction through excellent service, attentive listening, and timely resolution of concerns.
  • Enhanced store appearance by maintaining a clean, organized space that appealed to customers and encouraged browsing.
  • Assisted with hiring, training and mentoring new staff members.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Approved regular payroll submissions for employees.
  • Interacted well with customers to build connections and nurture relationships.
  • Assisted in recruiting, hiring and training of team members.
  • Completed point of sale opening and closing procedures.

Education

No Degree - Criminal Justice

Hutchinson Community College
Hutchinson, KS

General Studies

Arkansas City Senior High
Arkansas City, KS
05-1984

Skills

  • Income tax preparation
  • Federal and state tax returns
  • Tax computing
  • Deadline oriented
  • Tax software proficiency
  • Client confidentiality
  • Ethical practices
  • Continuing education
  • Tax planning strategies

Affiliations

  • Salvation Army Central USA

Timeline

Administrative Assistant

Showalter Fireworks Inc & Company
07.2024 - 07.2025

Temporary Worker

The Arnold Group
04.2024 - 07.2024

Store Manager

Goering Hardware
02.2023 - 02.2024

Thrift Store Manager

Salvation Army Thrift Store
12.2014 - 02.2023

Income Tax Preparer

H&r Block
01.2010 - Current

No Degree - Criminal Justice

Hutchinson Community College

General Studies

Arkansas City Senior High