Julie Pearcy
Key West
Summary
Demonstrates leadership in tax analysis and client management while enhancing organizational effectiveness. Focuses on exceeding corporate goals and maintaining long-term commitments to clients, shareholders, and communities.
Overview
18
18
years of professional experience
Work History
Senior Tax Analyst
H&R Block
01.2014 - Current
- Analyzed complex tax returns for individual and business clients.
- Provided strategic tax advice on compliance and planning issues.
- Reviewed and interpreted tax laws, regulations, and guidelines to ensure accurate compliance for clients.
- Prepared tax returns while ensuring confidentiality and compliance with sensitive materials.
- Delivered exceptional customer service by addressing client inquiries and resolving issues professionally.
- Completed mandatory federal and state training sessions
Event Assistant
Iron Horse Saloon
Daytona Beach
10.2023 - 10.2025
- Coordinated setup and teardown of event spaces to ensure seamless operations.
- Managed purchase records, maintained organized checkout area, and restocked supplies for optimal customer experience.
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
- Balanced daily registers and generated sales reports for management.
- Organized daily till totals and tips to uphold financial integrity.
Pre-season Manager
H&R Block
01.2017 - 01.2022
- Recruit, interview, hire and train associates for the upcoming season.
- Developed local partnerships to enhance community engagement and support for upcoming seasons.
- Compiled post-season performance summaries to evaluate team contributions and inform future strategies.
- Developed continuing education classes for prior tax professionals.
- Designed a class for UDLLI to promote community education and foster lifelong learning opportunities.
Bookkeeper
Deaton Accounting
Dayton
05.2018 - 06.2021
- Prepared financial statements, including balance sheets and income statements, for review by management.
- Prepared monthly financial reports for client review and compliance purposes.
- Maintained accurate financial records for multiple clients across various industries.
- Reconciled bank statements to ensure accuracy and consistency in accounts.
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Ensured compliance with local, state, and federal government reporting requirements and tax filings.
Multi-unit Manager
H&R Block
01.2014 - 01.2019
- Managed staffing, operations, and logistics across multiple tax offices to ensure seamless functionality.
- Coach and lead the teams to deliver outstanding client service and exceed targeted goals.
- Grew business by developing local partnerships, managing community involvement, and coaching teams on sales and client growth tactics.
- Assisted in developing and executing office-level business plans to align with overall organizational goals.
- Facilitated the hiring process by assisting with the recruitment and selection of tax office associates. and interviewing tax office associates.
Substitute Teacher
Northmont City Schools
01.2009 - 01.2017
- Functioned as a long-term substitute teacher for two months, ensuring consistent instruction and support for student progress.
- Developed lesson plans, coordinated parent conferences, and executed various substitute responsibilities to enhance classroom experience.
- Delivered lesson plans and sustained classroom stability to support student learning.
Assistant Manager
Healthy Alternative
Dayton
07.2008 - 01.2011
- Supervised daily operations to ensure efficient service delivery and customer satisfaction.
- Developed staff schedules to optimize workforce coverage and operational flow.
- Coordinated inventory management and restocking processes to maintain product availability.
- Assisted in implementing marketing strategies to promote healthy lifestyle initiatives.
- Maintained up-to-date knowledge of company products and services.
- Maintained accurate records of sales transactions using point-of-sale systems.
Education
B.S. - Elementary Education
Wright State University
Dayton06-2001
Skills
- Client management
- Marketing strategies
- Customer service
- Financial reporting
- Bookkeeping
- Tax document preparation
Timeline
Event Assistant
Iron Horse Saloon
10.2023 - 10.2025
Bookkeeper
Deaton Accounting
05.2018 - 06.2021
Pre-season Manager
H&R Block
01.2017 - 01.2022
Senior Tax Analyst
H&R Block
01.2014 - Current
Multi-unit Manager
H&R Block
01.2014 - 01.2019
Substitute Teacher
Northmont City Schools
01.2009 - 01.2017
Assistant Manager
Healthy Alternative
07.2008 - 01.2011
B.S. - Elementary Education
Wright State University