Jean Toney
Coopersville
Summary
Dynamic Senior Tax Analyst with H&R Block, skilled in tax compliance and process improvement. Proven ability to enhance corporate tax return preparation and foster strong communication with stakeholders. Expertise in tax law interpretation and project management, driving informed decision-making and ensuring adherence to regulations. Committed to continuous professional development and staff training.
Knowledgeable in office management with robust background in tax analysis and compliance. Proven track record in delivering accurate tax reports and implementing strategic tax planning. Demonstrated proficiency in financial analysis and regulatory compliance.
Overview
24
24
years of professional experience
Work History
Senior Tax Analyst
H&R Block
08.2023 - Current
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Attended continuing education and Federal Tax courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Assisted MTL managers in planning and execution of short-term and longer term goals and objectives.
- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
Semi Truck Driver
Roehl Transportation
11.2013 - 07.2017
- Promoted a positive company image by presenting a professional appearance and demeanor when interacting with customers or other drivers during stops or layovers.
- Maximized vehicle lifespan by conducting regular inspections and promptly addressing any necessary repairs or maintenance needs.
- Increased fuel efficiency by implementing eco-friendly driving techniques such as coasting, proper gear usage, and minimizing idling time.
- Reduced downtime and maintenance costs through proactive servicing of the vehicle, identifying potential issues early on.
- Collaborated with fellow drivers to share experiences and learn from each other''s strategies for improved performance on the road.
- Enhanced customer satisfaction by maintaining consistent communication with dispatchers and clients regarding delivery updates.
Semi Truck Driver
AVERITT EXPRESS
10.2015 - 06.2017
- Improved on-time deliveries by efficiently planning and executing optimal driving routes.
- Assisted in training new drivers on company procedures and industry best practices, contributing to a skilled workforce.
- Supported dispatchers by providing real-time updates on delivery progress, allowing for adjustments to schedules as needed.
- Maintained compliance with federal regulations by accurately logging hours of service, rest breaks, and mileage in electronic logbooks.
- Contributed to efficient loading procedures by coordinating with warehouse staff at pick-up locations for streamlined cargo handling processes.
- Streamlined paperwork processes by accurately completing all necessary documentation related to shipments, including bills of lading and proof of delivery receipts.
Caregiver, Special Needs
Beacon Medical Group
09.2001 - 10.2013
- Prepared meals and snacks and fed clients.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Enhanced the quality of life for special needs individuals by providing personalized care and attention.
- Assisted clients in achieving their daily goals by offering physical support and emotional encouragement.
- Developed strong relationships with clients and families, fostering trust and open communication regarding care plans.
- Communicated well both verbally and in writing with clients, guardians, and medical professionals.
- Helped with home management tasks, meal preparation, grocery shopping, and routine cleaning.
- Ensured timely administration of medications and treatments as prescribed by medical professionals.
- Maintained detailed records of clients'' progress towards personal goals, sharing updates regularly with families and healthcare teams.
Administrative Manager
Horse Feathers Farm
10.2001 - 01.2006
- Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
- Provided exceptional administrative support for executive-level staff, ensuring that their needs were met promptly and accurately in order to facilitate smooth daily operations.
- Supervised staff and delegated tasks to maintain positive, productive administrative operations.
- Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Education
BBA - Business Administration And Management
University of Michigan
Ann Arbor, MIBachelor of Science - Medical Technology
Kaplan University
Davenport, IA03-2014
General Studies
Ravenna High
Ravenna, MI06-1987
Skills
- Strong communication skills
- Tax process improvement
- Tax law interpretation
- Time management capabilities
- Tax compliance expertise
- Critical thinking aptitude
- Staff training
- Project management
- International tax experience
- Corporate tax return preparation
- Accounting principles
- Corporate tax
Timeline
Senior Tax Analyst
H&R Block
08.2023 - Current
Semi Truck Driver
AVERITT EXPRESS
10.2015 - 06.2017
Semi Truck Driver
Roehl Transportation
11.2013 - 07.2017
Administrative Manager
Horse Feathers Farm
10.2001 - 01.2006
Caregiver, Special Needs
Beacon Medical Group
09.2001 - 10.2013
BBA - Business Administration And Management
University of Michigan
Bachelor of Science - Medical Technology
Kaplan University
General Studies
Ravenna High
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