Jennifer Daggett
Sturgis
Summary
I am a dynamic individual with extensive experience at HR Block, excelling in problem-solving and critical thinking. Proven track record in preparing accurate tax returns and mentoring teams, enhancing efficiency and compliance. Known for a friendly demeanor and strong organizational skills, fostering client trust and loyalty while navigating complex tax regulations. With the ability to navigate Blockworks and the computer to aid myself and other with excellent skills.
Overview
19
19
years of professional experience
Work History
Peer Network Support Expert (Formally IFA)
HR Block
01.2024 - 04.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Remote Tax Preparer
HR Block
01.2022 - 04.2025
- Prepared and reviewed individual tax returns for accuracy and compliance with federal and state regulations.
- Assisted clients in understanding tax obligations and potential deductions to maximize refunds.
- Utilized tax software to input data, ensuring efficient processing of returns and minimizing errors.
- Educated clients on changes in tax laws that could impact their financial situation and filing status.
- Maintained organized records of client interactions and documentation for future reference and audits.
- Conducted follow-ups with clients to gather necessary information for completing tax filings promptly.
- Adapted to changing tax guidelines, demonstrating flexibility in approaches to client needs and inquiries.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Researched complex tax issues utilizing online resources and professional tax software.
Multi-Unit Manager
HR Block
09.2016 - 04.2021
- Oversaw daily operations of multiple units, ensuring compliance with company standards and policies.
- Trained and mentored staff on operational procedures to enhance team performance and service quality.
- Implemented inventory management systems to optimize stock levels and reduce waste across locations.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Senior Tax Analyst
HR Block
01.2012 - 04.2015
- Analyzed complex tax returns to ensure compliance with federal, state, and local regulations.
- Led initiatives to improve accuracy in tax reporting processes through streamlined workflows.
- Mentored junior analysts on best practices for tax compliance and reporting standards.
- Developed comprehensive tax strategies that minimized liabilities while maximizing benefits for clients.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
Tax Preparer
HR Block
01.2006 - 04.2010
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Reviewed client financial documents to identify potential deductions and credits, enhancing tax benefits.
- Mentored junior tax preparers, fostering knowledge sharing and improving overall team performance.
- Implemented process improvements to streamline tax preparation workflows, increasing efficiency and accuracy.
Education
High School Diploma -
Lakewook High School
Lake Odessa, MISenior Tax Analyst -
HR Block Continuing Education
Remote Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Dependable and responsible
- Multitasking Abilities
- Critical thinking
- Computer skills
- Organizational skills
- Calm under pressure
- Problem resolution
Timeline
Peer Network Support Expert (Formally IFA)
HR Block
01.2024 - 04.2025
Remote Tax Preparer
HR Block
01.2022 - 04.2025
Multi-Unit Manager
HR Block
09.2016 - 04.2021
Senior Tax Analyst
HR Block
01.2012 - 04.2015
Tax Preparer
HR Block
01.2006 - 04.2010
High School Diploma -
Lakewook High School
Senior Tax Analyst -
HR Block Continuing Education
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