Kailie Dean
Winfield,TN
Summary
Personable and analytical with strong foundation in tax regulations and compliance, complemented by exceptional attention to detail and problem-solving skills. Proficient in preparing and reviewing tax returns, and skilled in utilizing tax software and financial analysis tools. Dedicated to ensuring accurate and efficient tax filings, contributing to overall financial well-being of clients.
Overview
1
1
year of professional experience
Work History
Tax Associate
H&r Block
Oneida, TN
01.2026 - Current
- Prepared individual tax returns using H&R Block tax software, ensuring accuracy and compliance with regulations.
- Assisted clients in gathering necessary documentation for tax filing and addressed inquiries regarding tax-related issues.
- Collaborated with senior associates to review complex tax situations and enhance knowledge of tax laws and guidelines.
- Conducted research on current tax legislation to provide informed recommendations to clients during consultations.
- Researched tax implications for various deductions and credits.
- Utilized tax software to prepare returns and meet deadlines.
- Identified potential audit red flags to minimize risk of IRS audits.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained accurate records of client interactions and follow-ups in internal systems to support timely communication.
- Participated in ongoing training sessions to stay updated on industry changes and improve overall service delivery skills.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Customer Service Associate
Walgreens
Olive Branch, MS
01.2025 - 03.2025
- Assisted customers with inquiries, resolving issues promptly and efficiently.
- Processed transactions accurately using point-of-sale systems.
- Maintained organized merchandise displays to enhance customer shopping experience.
- Collaborated with team members to ensure seamless store operations.
- Managed inventory levels through regular stock checks and replenishment efforts.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Handled daily cash transactions including payments, refunds, and exchanges with accuracy.
Education
High School Diploma -
Tennessee College of Applied Technology
Oneida, TNSkills
- Tax compliance
- Nonprofit taxation
- Transfer pricing
- International taxation
- Tax software proficiency
- Accounting principles
- Tax law expertise
- Organization skills
- Relationship building
- Client communication
- Data inputting
- Mathematical calculations
- Bookkeeping
Timeline
Tax Associate
H&r Block
01.2026 - Current
Customer Service Associate
Walgreens
01.2025 - 03.2025
High School Diploma -
Tennessee College of Applied Technology