Senior Tax Preparer with extensive experience in tax compliance and mentoring. Proven ability to analyze complex tax situations and improve team efficiency, ensuring timely and accurate tax returns for diverse clients.
Overview
56
56
years of professional experience
Work History
Senior Tax Preparer
H & R Block Tax Group
Worcester, MA
01.1991 - 04.2026
Analyzed complex tax situations and prepared accurate federal and state tax returns for diverse clients.
Coordinated with clients to gather necessary documentation, ensuring timely completion of returns.
Implemented process improvements that streamlined tax preparation workflows and reduced client wait times.
Bookkeeper
Allied Machined Products Inc
Worcester, MA - Auburn, MA
06.1991 - 04.2006
Implemented streamlined bookkeeping procedures to enhance accuracy.
Maintained accurate financial records and reconciled accounts monthly.
Processed invoices and managed vendor payments efficiently.
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Completed payroll for employees and maintained detailed records of procedures.
Purchasing Coordinator
Henry L Hanson, Inc
Worcester, Ma
05.1980 - 05.1993
Managed vendor relationships, negotiating terms to enhance cost-effectiveness and quality.
Streamlined purchase order processes, improving accuracy and reducing processing time.
Maintained complete documentation and records of all purchasing activities.
Created purchase orders and had each signed by production managers.
Bookkeeper
Henry L Hanson, Inc
Worcester, MA
04.1970 - 02.1988
Mentored junior staff on best practices in accounting software utilization.
Led quarterly financial audits, ensuring compliance with industry standards.
Developed comprehensive financial reports for management review.
Improved cash flow management through proactive forecasting techniques.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Collaborated with cross-functional teams to resolve discrepancies swiftly.
Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
Reconciled and corrected issues with financial records.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Provided support during audits by supplying requested documentation promptly and accurately.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.