Julie Brown
Grandview,MO
Summary
Accomplished professional with over 15 years of expertise dedicated to optimizing operational efficiency. Proven track record of successfully adapting to change and acquiring new skills swiftly. A collaborative team player with a demonstrated ability to work autonomously and remotely, consistently delivering exemplary performance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Tax Specialist
H&r Block
Belton, MO
2023.12 - Current
- Assisted clients in reducing tax liabilities through strategic financial planning.
- Identified potential tax savings opportunities for clients by conducting thorough reviews of their financial records.
- Implemented automated systems for tracking client information, significantly reducing errors and increasing productivity.
- Researched complex tax issues utilizing online resources and professional tax software.
Virtual Retail Mobile Expert
T-Mobile
05.2021 - 12.2023
- Proficiently assists customers by addressing incoming calls and/or incoming virtual chats while troubleshooting home internet service and router issues, ensuring swift issue resolution and optimal connectivity for clients
- Consistently achieves exceptional performance, ranked within the top 10% of Key Performance Indicators (KPI's) for five consecutive months, top 20% of KPI's for eight consecutive months showcasing outstanding dedication and delivering remarkable results
- Achieved exceptional customer service performance by consistently maintaining a top 10% customer response time ranking among 210 associates for the last two consecutive quarters.
- Sustained an impressive 40% upsell rate consistently for 12 months, contributing to increased revenue by identifying and capitalizing on upselling opportunities.
Store Manager
Tuesday Morning
09.2018 - 04.2021
- Conducted seamless daily operations of a high-volume $2.3M location and mid-volume $1.5M location, demonstrating exceptional prowess in managing critical areas such as staffing, training, safety/OSHA compliance, inventory control, payroll, and financial functions.
- Transformed monthly operations budget through meticulous oversight and guidance, effectively identifying a total of $12,000 in financial discrepancies from two different locations.
- Orchestrated cash management processes, optimizing cash flow and maintaining accurate financial records by overseeing daily reconciliations, cash deposits and returns.
- Implemented strategic profit and loss analysis, identifying key areas for improvement and implementing cost-saving measures to enhance overall profitability.
- Conducted regular financial reviews and audits to track and analyze sales trends, expenses, and operational performance, proactively addressing any discrepancies to ensure financial stability.
- Spearheaded inventory management initiatives, optimizing stock levels, minimizing shrinkage, and implementing effective inventory control strategies to maximize profitability.
- Collaborated with cross-functional teams to develop and execute budgetary plans, providing insightful financial guidance to support decision-making and achieve financial goals for each retail location.
Seasonal Tax Preparer
Mission Tax Office
01.2018 - 03.2020
- Proficiently prepared individual and small business tax returns, navigating complex tax codes and regulations to optimize deductions and credits while ensuring compliance with applicable laws.
- Conducted in-depth client consultations to gather financial information, assessed tax implications, and provided tailored advice to minimize tax liabilities and enhance overall financial strategies.
- Conducted weekly team meetings to meticulously review the status of each tax agent's clients and their returns, disseminating critical information pertinent to the entire office.
- Utilized Drake Tax Software to streamline the preparation process, improving efficiency in computations, data analysis, and documentation for individual and small business clients.
- Provided training for newly hired tax preparers, imparting comprehensive knowledge of tax software usage, client interview techniques, and the operational intricacies of our office environment.
Store Manager
Dollar Tree
05.2016 - 09.2018
- Accomplished a remarkable revenue increase of $42,000 by executing operational improvements that maximized overall business performance
- Streamlined inventory management processes, transferring $725,000 worth of inventory to the sales floor within the first three months
- Demonstrated exceptional inventory control expertise by maintaining optimal levels of impulse merchandise and effectively organizing backroom, saving store $427,000 annually from over ordering
- Implemented highly efficient and tailored store schedules for a team of 18 employees and 4 shift/assistant managers, aligning staffing levels with forecasted customer demand and individual employee expertise to deliver exceptional service.
Full Charge Bookkeeper
Level-Marketing
01.2012 - 12.2016
- Managed end-to-end accounting functions remotely utilizing QuickBooks Online, including accounts payable, accounts receivable, payroll processing, and bank reconciliations, ensuring timely and accurate financial reporting.
- Implemented and maintained remote cloud-based accounting systems, optimizing efficiency and accessibility for CEO and stakeholders.
- Oversaw the preparation of financial statements, profit and loss reports, and balance sheets, providing detailed financial insights to support strategic decision-making.
- Conducted remote audits and internal reviews, identifying discrepancies and implementing corrective actions to uphold the integrity of financial records and compliance with accounting standards.
- Managed and executed timely quarterly and monthly tax filing and reporting responsibilities, ensuring strict adherence to regulatory requirements and consistently providing accurate financial information for effective decision-making.
Director Of Project Management
Optimum Electrical Services
01.2003 - 12.2012
- Orchestrated the management of a diverse workforce, overseeing the coordination of over 125 internal personnel, contractors, and vendors while effectively directing annual sub-contracted projects valued at $800,000
- Drove operational efficiency through a comprehensive revamp of methods, resulting in annual payroll cost savings of $30,000 while maintaining high-quality standards
- Inspired team excellence by fostering a shared vision and consistently recognizing exceptional performance, leading to a remarkable 25% increase in employee productivity and satisfaction
- Was the liaison for Energy Service Companies and Utilities on a daily basis providing updates on work progression, safety and changes in scope of work.
Seasonal Tax Preparer
DeCoursey CPA
01.2007 - 01.2011
- Conducted comprehensive tax interviews with clients to gather necessary financial information, analyzed complex tax situations, and provided clear explanations of tax liabilities and potential savings opportunities.
- Proficiently prepared and filed individual and small business tax returns, ensuring compliance with current tax laws and regulations, and maximizing clients' eligible deductions and credits.
- Demonstrated expertise in researching and interpreting tax laws, staying abreast of updates, and effectively communicating changes to clients to optimize their financial planning strategies.
- Utilized tax software and advanced spreadsheet tools to streamline the tax preparation process, enhancing efficiency and accuracy in computations and documentation.
- Established and nurtured strong client relationships through excellent communication and client-focused service, resulting in a high rate of client satisfaction and repeat business.
Project Manager
Bean & Associates Lighting Systems, Inc
06.1998 - 03.2003
- Orchestrated and supervised commercial lighting projects spanning the 48 contiguous states, overseeing five specialized crews and managing a workforce of 32 skilled individuals.
- Coordinated project timelines, resource allocation, and crew assignments to ensure efficient and timely completion of commercial lighting installations in diverse geographical locations.
- Facilitated clear communication between project teams and clients, providing regular updates on project milestones, resolving issues promptly, and maintaining high levels of client satisfaction.
- Implemented effective project management methodologies, optimizing workflows, and enhancing productivity to meet or exceed project goals and deadlines.
- Conducted comprehensive project assessments, analyzing budgetary constraints and resource utilization, and implemented strategic adjustments to maximize efficiency and minimize costs throughout the project lifecycle.
Education
Associate of Applied Science - Business Administration
Wright Business School
Lenexa, KS08.1996
Associate of Applied Science - Accounting
Johnson County Community College
Overland Park, KS08.1994
Skills
Client Consultation
Attention to Detail
Tax Law Compliance
Tax Software Proficiency
Financial Analysis
Regulatory Compliance
Communication Skills
Time Management
Client Relationship Management
Confidentiality
Team Collaboration
Organization
Additional Hard Skills include, Microsoft Office Products, Drake, SQL, Python and much more
Certification
Cyber Security Certification, Google/Coursera, 08/2023, 12/2023
H&R Block Tax Specialist Certification (Level 2) 12/31/2023
Timeline
Tax Specialist
H&r Block
2023.12 - Current
Virtual Retail Mobile Expert
T-Mobile
05.2021 - 12.2023
Store Manager
Tuesday Morning
09.2018 - 04.2021
Seasonal Tax Preparer
Mission Tax Office
01.2018 - 03.2020
Store Manager
Dollar Tree
05.2016 - 09.2018
Full Charge Bookkeeper
Level-Marketing
01.2012 - 12.2016
Seasonal Tax Preparer
DeCoursey CPA
01.2007 - 01.2011
Director Of Project Management
Optimum Electrical Services
01.2003 - 12.2012
Project Manager
Bean & Associates Lighting Systems, Inc
06.1998 - 03.2003
Associate of Applied Science - Business Administration
Wright Business School
Associate of Applied Science - Accounting
Johnson County Community College