Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Karen Buckman

Saint Matthews,SC

Summary

Analytical Manager with experience preparing tax returns and supporting tax compliance. Talented at consulting clients, researching tax issues and accurately preparing tax return documents. Mastery of Turbo Tax and highly knowledgeable in tax laws and regulations. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

26
26
years of professional experience

Work History

Tax Associate

Intuit
Mountain View, CA
01.2024 - Current
  • Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
  • Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
  • Researched complex tax issues in order to provide accurate advice and guidance.
  • Identified potential areas of risk associated with client's taxation activities.
  • Ensured compliance with applicable laws and regulations regarding taxation matters.
  • Analyzed financial data such as income statements and balance sheets to determine how it affects a client's taxes.
  • Advised clients on strategies for minimizing their tax liability within legal parameters.
  • Provided technical assistance to other professionals in the organization as needed.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Attended continuing education courses related to taxation topics.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

Flex - On Road Supervisor

United Parcel Service, UPS
Atlanta, GA
09.2020 - 07.2023
  • Managed and supervised delivery drivers to ensure customer satisfaction and on-time deliveries.
  • Organized daily driver schedules, routes, and vehicle maintenance needs.
  • Trained new delivery personnel in all aspects of the job, including safety regulations.
  • Ensured compliance with all local laws and regulations related to driving operations.
  • Monitored driver performance for quality assurance purposes.
  • Resolved customer complaints regarding product delivery or service issues promptly.
  • Assessed delivery vehicles' operational status to ensure safe conditions prior to use.
  • Coordinated with other departments to ensure timely product availability at warehouses or distribution centers for pick up by drivers.
  • Communicated effectively with customers regarding delivery times, delays, or any other inquiries they may have had.
  • Managed day-to-day logistics operations, monitoring incoming deliveries and overseeing operations.
  • Implemented on-the-job training activities to cross-train employees on various tasks.
  • Identified opportunities to reduce cost and improve productivity.
  • Consistently met company and department objectives within budget and time constraints.
  • Handled departmental scheduling to maintain proper staffing for shifts.
  • Created and enforced policies and procedures for entire logistics team.

Owner/Self Employed

Occasions (Kryptonical Xpressions)
Lone Star, SC
09.2009 - Current
  • Developed and implemented event plans, including budgets, venues, catering, décor, entertainment and special guests.
  • Coordinated with vendors to ensure timely delivery of materials for events.
  • Ensured compliance with applicable laws and regulations related to event planning and operations.
  • Managed on-site logistics during events, such as registration set-up, audio and visual equipment setup and breakdown.
  • Created detailed timelines for the execution of each event.
  • Evaluated event performance metrics against established goals and objectives.
  • Monitored event budgets to ensure accuracy and efficiency in spending.

Assistant Territory Representative

Hallmark Cards Distribution Center
Kansas City, MO
09.2007 - 09.2009
  • Implemented innovative approaches to boost sales performance and capture a larger market presence in the assigned territory.
  • Conducted regular regional store visits to ensure compliance with company standards, policies and procedures.
  • Gathered competitive intelligence data from the field to assess trends in the marketplace.
  • Managed customer relationships by providing exceptional service, responding to inquiries, resolving complaints and ensuring customer satisfaction.
  • Analyzed market data to identify potential opportunities for growth within the region.
  • Organized promotional events such as trade shows, seminars and webinars for new product launches.
  • Provided technical support to customers on product use, installation and troubleshooting issues.
  • Researched industry trends and competition activities within assigned regions.
  • Identified new business opportunities through networking with existing clients and prospects.
  • Maintained accurate records of sales activity using CRM software systems.
  • Tracked sales performance against established goals and objectives on a weekly basis.
  • Ensured all products were stocked at each location according to inventory levels needed for optimal sales success.
  • Monitored competitor activities including pricing structures, promotions, marketing tactics.
  • Collaborated with internal teams such as Marketing and Product Development on initiatives related to product launches.
  • Prepared monthly reports detailing progress towards meeting targets in areas such as revenue growth, margin improvement.
  • Recruited, hired and trained new hires to optimize profitability.
  • Reduced process lags by training employees on best practices and protocols.

Regional Training Manager

Reese Brothers
Orangeburg, SC
06.2001 - 12.2003
  • Designed and developed training materials for new employees in the organization.
  • Conducted onboarding sessions to orientate new staff members about company policies and procedures.
  • Provided feedback on employee performance based on observed results during training sessions.
  • Created multimedia presentations using PowerPoint, video conferencing tools, and other software applications.
  • Organized and facilitated classroom workshops, webinars, and one-on-one coaching sessions.
  • Developed assessment tests to evaluate trainees' knowledge of course material.
  • Assisted with the development of online learning modules for remote learners.
  • Analyzed data from pre-and post-training assessments to measure effectiveness of training programs.
  • Collaborated with subject matter experts to ensure accuracy of content being delivered to trainees.
  • Facilitated group discussions between participants to promote active engagement in learning activities.
  • Documented all training activities including attendance records, feedback forms, surveys.

Training Manager

Inter Media Marketing Solutions
Orangeburg, SC
04.1998 - 06.2001
  • Organized and coordinated training sessions for new employees.
  • Developed training materials, including manuals, guides and handouts.
  • Conducted assessments to determine skill gaps of existing personnel.
  • Provided coaching and mentorship programs for staff members.
  • Monitored progress of trainees through feedback from managers and supervisors.
  • Identified areas of improvement in existing training methods and procedures.
  • Assisted with the development of career pathways for employees based on their individual goals and objectives.
  • Collaborated with department heads to design effective learning strategies that support organizational goals.
  • Maintained up-to-date records of employee training activities within the organization's database system.
  • Analyzed data to evaluate effectiveness of current training program offerings.
  • Advised management on best practices related to employee education initiatives.
  • Evaluated instructor performance during classes and provided feedback as needed.
  • Facilitated workshops for groups or individuals on topics related to professional development.
  • Coordinated logistics for offsite team building activities or retreats.
  • Designed training schedules for new and existing employees.
  • Coordinated with managers to identify skill or knowledge gaps and implement training needs.
  • Planned and led training programs on staff development to enhance employee knowledge, engagement, satisfaction and performance.
  • Developed testing and evaluation procedures to drive effective outcomes.
  • Roleplayed various scenarios with teams to build confidence in handling situations.

Education

Bachelor of Science - Marketing

Claflin University
Orangeburg, SC
01-2011

Associate of Applied Science - Business And Managerial Economics

Orangeburg Calhoun Technical College
Orangeburg, SC
06-2009

Skills

  • Accounting Principles
  • Tax Planning
  • Tax Return Preparation
  • Regulatory Compliance
  • Tax advising
  • Corporate tax preparation
  • Organizational abilities
  • Tax consulting
  • Interpersonal strengths
  • Tax Law
  • Staff Development
  • High Accuracy
  • Verbal/written communication
  • Information Processing
  • Multi-state tax filing
  • New Business Development
  • Payroll Processing
  • Mathematical Calculations
  • Client Communication
  • Estate Tax Returns
  • Adult Learning Theories
  • Sales Leadership Development
  • Course Planning/Development
  • New Employee Training
  • Leadership Training
  • Employment Law Knowledge
  • Strategic Thinker
  • Adaptive Learning
  • Motivational/Public Speaking
  • Team direction
  • Exceptional communicator
  • Team development strategies
  • Coaching and Mentoring
  • Training delivery
  • Needs Assessment
  • Course Development
  • Performance Metrics

Affiliations

  • Current Vice President of the Veterans of Foreign Wars Auxiliary Post 10729

References

References available upon request.

Timeline

Tax Associate

Intuit
01.2024 - Current

Flex - On Road Supervisor

United Parcel Service, UPS
09.2020 - 07.2023

Owner/Self Employed

Occasions (Kryptonical Xpressions)
09.2009 - Current

Assistant Territory Representative

Hallmark Cards Distribution Center
09.2007 - 09.2009

Regional Training Manager

Reese Brothers
06.2001 - 12.2003

Training Manager

Inter Media Marketing Solutions
04.1998 - 06.2001

Bachelor of Science - Marketing

Claflin University

Associate of Applied Science - Business And Managerial Economics

Orangeburg Calhoun Technical College

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Karen Buckman