Katherine Hernandez
Bakersfield,United States
Summary
Professional manager, with polished negotiation, organization and research skills. Extremely trustworthy, meeting deadlines and performance goals in fast-paced dynamic work environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Intuit, Inc.
01.2021 - 07.2022
- 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.
- Conducted research and compiled backup documentation.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
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.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Monitored staff performance and addressed issues.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Exercised good judgment and decision-making in escalating concerns and resolving issues.
- Individually prepared a minimum of 400 tax returns seasonally to boost firms' filing process and revenue.
Education
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Golden State Institute of Tax
Skills
- Tax Preparation
- Tax Liability Management
- Research/Due Diligence
- Project Management
- Work Planning and Prioritization
- Problem-Solving Abilities
- Efficient and Detail-Oriented
- Customer Service
Certification
California Tax Education Council Certified in Taxation
Timeline
Senior Tax Associate
Intuit, Inc.
01.2021 - 07.2022
Manager
Neighborhood Tax Service
01.2010 - 03.2020
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Golden State Institute of Tax
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