Summary
Overview
Work History
Education
Skills
Timeline
Generic

JULIE WALKER

Spartanburg,SC

Summary

Experienced with office administration, including managing daily operations and ensuring smooth workflows. Utilizes organizational and leadership skills to maintain efficiency and support team productivity. Knowledge of office software, scheduling, and resource allocation to drive operational success.

Overview

6
6
years of professional experience

Work History

Tax Specialist

H & R Block
02.2025 - Current
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
  • Reviewed financial statements for accuracy and integrity.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.

Compliance Analyst

Professional Data Services
07.2024 - 02.2025
  • Drafted reports summarizing findings from compliance audits and investigations
  • Maintained up-to-date knowledge of changes in relevant regulations, standards, and best practices
  • Analyzed complex financial records to identify discrepancies or irregularities in accordance with regulatory requirements
  • Identified compliance issues that required follow-up and investigation
  • Prepared reports of activities, evaluations, recommendations, and decisions

Assistant Office and Business Services Manager

LWK Associates of Montana, LLC (H & R Block)
11.2020 - 06.2024
  • Provided effective management of staff, including recruitment, training, scheduling and performance evaluations
  • Supervised administrative staff and provided training and orientation to new staff
  • Oversaw payroll functions, such as maintaining timekeeping information and processing and submitting payroll
  • Acquired, distributed, and stored supplies
  • Learned to operate new office technologies as were developed and implemented
  • Recruited and trained personnel to fill administrative services positions
  • Utilized Xero, Quickbooks and ADP to successfully set up and maintain payroll and bookkeeping services for business clients
  • Worked with new business clients to obtain federal and state tax ID numbers as well as unemployment and workman's compensation insurance
  • Completed well over two hundred 2023 tax returns of varying difficulty resulting in over $76,000 of generated income
  • Provided tax advice and guidance to clients, resulting in an increase in client retention rates

Program Supervisor

First Call Resolution
06.2019 - 11.2020
  • Utilized Xero, Quickbooks and ADP to successfully set up and maintain payroll and bookkeeping services for business clients
  • Worked with new business clients to obtain federal and state tax ID numbers as well as unemployment and workman's compensation insurance
  • Completed well over two hundred 2023 tax returns of varying difficulty resulting in over $76,000 of generated income
  • Provided tax advice and guidance to clients, resulting in an increase in client retention rates

Education

Technical Diploma - Microcomputer Specialist

North Georgia Technical College
Clarkesville, GA
05-1996

Skills

    Attention to detail Time Management Problem Solving Leadership Skills Financial Reporting Skills Payroll Processing Knowledge QuickBooks Knowledge Accounts Payable and Receivable Skills Financial Statement Analysis Due diligence Compliance monitoring Critical thinking Professionalism Multitasking Excellent communication Adaptability and flexibility Reliability Self motivation

Timeline

Tax Specialist

H & R Block
02.2025 - Current

Compliance Analyst

Professional Data Services
07.2024 - 02.2025

Assistant Office and Business Services Manager

LWK Associates of Montana, LLC (H & R Block)
11.2020 - 06.2024

Program Supervisor

First Call Resolution
06.2019 - 11.2020

Technical Diploma - Microcomputer Specialist

North Georgia Technical College

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