John Lockwood
Webster,TX
Summary
20 years of experience in management. A self-motivated individual with the ability to work well in teams.
A strong understanding of budgeting, forecasting, and general ledger accounting. A strong passion for developing solutions and continuous innovation.
Overview
25
25
years of professional experience
Work History
Tax Specialist
Infosync Services
Houston, Texas
10.2023 - Current
- Prepared, reviewed, and filed tax returns for individual clients.
- Analyzed financial documents to ensure accuracy of information reported on tax forms.
- Performed calculations to determine estimated taxes due or refunds expected.
- Created reports summarizing the details of all filings made during the year.
- Assisted with audits conducted by Internal Revenue Service agents.
- Interacted with IRS personnel to resolve discrepancies between taxpayer records and IRS requirements.
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
Grocery Manager
Whole Food Market
Houston, Texas
06.2023 - 10.2024
- Managed staff of 12 grocery team member, ensuring that duties were completed in a timely manner.
- Monitored inventory levels and stock shelves with new merchandise.
- Maintained cleanliness of store by delegating tasks to the cleaning crew.
- Tracked sales data and identified trends in order to adjust pricing accordingly.
- Resolved customer complaints in a courteous and professional manner.
- Reviewed purchase orders for accuracy before submitting them for processing.
- Conducted weekly meetings with staff members to discuss performance goals.
- Created strategies to increase customer loyalty through promotional campaigns.
- Recruited, hired, trained, evaluated, disciplined, coached, and mentored employees.
Tax Auditor
Tax Compliance and Recovery
League City, Texas
09.2018 - 07.2022
- Conducted audits of businesses to ensure accurate reporting of taxable income.
- Identified discrepancies in accounting records related to taxes owed or overpaid.
- Analyzed financial statements, ledgers, and other documents in order to verify compliance with applicable regulations.
- Organized and planned audits with minimal supervision.
- Completed Work Papers and other analyses with accuracy and timeliness.
- Calculated and recorded deficiencies and communicated findings
Seafood Manger
HEB Grocery Store
Waco, Texas
02.2000 - 06.2018
- Maintained accurate records of seafood inventory and sales.
- Monitored quality of fresh and frozen seafood products.
- Developed promotional strategies to increase sales volume.
- Trained new employees in preparation, handling, and storage procedures for seafood products.
- Organized orders from suppliers and managed delivery schedules.
- Ensured compliance with all food safety regulations and standards.
- Prepared daily reports outlining stock levels, deliveries, and waste disposal.
- Reviewed ordering practices to minimize spoilage and maximize efficiency in use of resources.
Education
Bachelor of Science - Accounting
Tarleton State University
Stephenville, TX06-2018
Skills
- Workflow Planning
- Inventory merchandising
- Training and mentoring
- Customer service and assistance
- Supply level management
- Scheduling Coordination
- Merchandising Strategies
- Customer Service Management
- Coordination of inventory
- Tax Return Preparation
- Tax Compliance
- Tax planning
- Tax law knowledge
- Financial Auditing
Timeline
Tax Specialist
Infosync Services
10.2023 - Current
Grocery Manager
Whole Food Market
06.2023 - 10.2024
Tax Auditor
Tax Compliance and Recovery
09.2018 - 07.2022
Seafood Manger
HEB Grocery Store
02.2000 - 06.2018
Bachelor of Science - Accounting
Tarleton State University
Similar Profiles
Karla SmithKarla Smith
Sql/.Net Developer at Infosync ServicesSql/.Net Developer at Infosync Services
Narendrababu ChejerlaNarendrababu Chejerla
Subject Matter Specialist at Infosync (Payroll Of Square Business Services Pvt Ltd)Subject Matter Specialist at Infosync (Payroll Of Square Business Services Pvt Ltd)
Ilse ParkerIlse Parker
Sales Tax Specialist (Contract) at InfoSyncSales Tax Specialist (Contract) at InfoSync