Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Becker

Jennifer Becker

Monte Vista,CO

Summary

Seasoned Tax Specialist brings 13 years of tax industry expertise, including dispute resolutions and local, state, federal and international tax laws. Excellent understanding of evaluations and statements, liabilities and payments. Focused on completing accurate tax support work in fast-paced and dynamic environments. Looking to apply advanced taxation knowledge to support individual and business needs in a challenging new position. Focused and proficient in conducting face-to-face tax interviews. With a history of going above and beyond to exceed expectations.

Overview

19
19
years of professional experience

Work History

Tax Specialist

H & R Blcok
Monte Vista, CO
02.2008 - Current
  • Managed tax submissions and made sure all information complied with regulations.
  • Reconciled and produced federal and state tax documents for corporate, private business and customers.
  • Collected and submitted required tax payments.
  • Maintained thorough and current understanding of applicable tax laws.
  • Prepared tax forms 1040, 1065 and 1041 forms on regular basis for various tax needs.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Completed and filed returns with tax departments at the state and federal levels. Have prepared multiple tax returns for various states.
  • 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.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Facilitated communication between clients and tax authorities.
  • 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.
  • Provided information about available products and services to clients, resulting in increased business opportunities.

New Accounts Representative

Alamosa National Bank
Alamosa, CO
06.1993 - 04.1996
  • Presented new and additional products and services to existing customers.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Bank Teller

Minniqua Bank
Pueblo, CO
05.1991 - 04.1993
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Turned in excess cash to maintain drawer security.
  • Removed mutilated currency from circulation.
  • Audited fellow teller currency to contribute to dual-control procedures.

Education

High School Diploma -

Monte Vista High School
Monte Vista CO
05.1991

Skills

  • Federal Tax Law Topics/Federal Tax Related Matters (Capital Gains and Losses Fundamentals and Beyond 2022)
  • Federal Tax Law Topics/Federal Tax Related Matters (Qualified Business Income Deduction 2020 )
  • Annual Federal Tax Refresher ( Annual Federal Tax Refresher)
  • Federal Tax Law Update (Spring and WInter 2022)
  • Ethics (Ethics Emphasizing Due Diligence and Compliance 2022)
  • Complex Information Translation
  • Income Statements
  • Atypical Return Processing
  • Client Invoicing
  • Individual Tax Returns
  • Client Tax Services
  • Adjustments and Deductions
  • Critical Thinking
  • Tax Computation
  • Detailed Documentation
  • Deductible Expense Identification
  • Tax Form Completion
  • Reading Comprehension
  • Client Records Review
  • Active Listening
  • Tax-Related Research
  • Tax Code Knowledge
  • Electronic Filing Software
  • IRS Correspondence
  • Tax Payment Estimations
  • Tax Issue Research
  • Client Account Management
  • Bank Deposits
  • Customer Retention Strategies
  • 10-Key Calculator
  • Data Input
  • Valid PTIN

Timeline

Tax Specialist

H & R Blcok
02.2008 - Current

New Accounts Representative

Alamosa National Bank
06.1993 - 04.1996

Bank Teller

Minniqua Bank
05.1991 - 04.1993

High School Diploma -

Monte Vista High School

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Jennifer Becker