Katherine Hernandez
Bakersfield,CA
Summary
Tax professional with over 18 years of experience in tax preparation and team management, consistently surpassing seasonal expectations. Proven track record in leading and mentoring diverse teams to achieve high performance and a collaborative work environment. Recognized for leveraging advanced tax software to streamline processes and improve accuracy while fostering professional development among staff. Strong analytical and communication skills to enable effective collaboration and conflict resolution.
Overview
15
15
years of professional experience
Work History
Tax Expert Lead
Intuit
12.2024 - Current
- Consistently achieved top performance metrics on the team throughout the season. Ending with metrics across the board of over 99% in each sore.
- Surpassed company-wide expectations in key performance indicators
- Played a key role in onboarding new experts
- Led engaging training sessions to enhance team skills and knowledge.
- Able to effectively communicate to multiple skill levels and personalities
Tax Expert
Intuit
08.2024 - 12.2024
- Created high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
- Participated in pilot testing, 10 projects and experience validation, as needed
Senior Tax Associate
Intuit
01.2021 - 05.2024
- Prepared tax return documents for clients
- Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions
- Demonstrated excellent communication skills in resolving product and consumer complaints
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor
Office Manager
Neighborhood Tax Service
01.2010 - 03.2020
- Trained employees on additional job positions to maintain coverage of roles
- Assigned tasks to associates to fit skill levels and maximize team performance
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training
- Continuously improved team performance by providing employee coaching and mentoring to include “difficult” conversations as well as “motivational”.
- Timely reviewed and completion of administrative tasks such as payroll and schedules while personally completing 400 tax returns per year.
Education
Golden State Institute of Tax
Fast Forward Academy
Bakersfield College
Skills
- Enrolled Agent
- Goal Oriented
- Proficient with technology; solid knowledge of computer operations, Microsoft Office (Word, Excel, PowerPoint, etc)
- Willing and able to work 40 hours or more
- Critical thinker, multi-task, problem solving
- Experience managing/leading a team
- Ability to work in a fast-paced environment with minimal supervision
Timeline
Tax Expert Lead
Intuit
12.2024 - Current
Tax Expert
Intuit
08.2024 - 12.2024
Senior Tax Associate
Intuit
01.2021 - 05.2024
Office Manager
Neighborhood Tax Service
01.2010 - 03.2020
Golden State Institute of Tax
Fast Forward Academy
Bakersfield College
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