Kathleen Hubers
Caledonia
Summary
Dynamic tax professional with over 20 years at H&R Block, excelling in tax preparation and virtual instruction. Proven ability to enhance client satisfaction through effective communication and meticulous attention to detail. Successfully trained associates and implemented strategies that maximized client returns while minimizing liabilities.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Instructor
H&r Block
Kentwood
08.1998 - Current
- Taught a variety of income classes from 1998 to 2020. Major focus was on the Income Tax Course, but I also taught several advanced classes.
- Virtual Instructor from 2021 to present. I taught the Income Tax Class, the CA Income Tax Class and the OR Income tax class.
- Virtual training for preseason training classes for associates including TCC and TACCT.
Tax Professional
H&R Block
Kentwood
01.1998 - Current
- Gathered necessary documentation from clients in order to accurately prepare returns.
- Used tax form instructions and tables to complete tax forms.
- Advised clients on tax planning strategies to minimize liabilities and maximize returns.
Accounting Assistant
Fox Ford / Mazda
Kentwood
09.1998 - 01.2022
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Coordinated with external auditors to facilitate annual auditing process.
- Prepared and processed payroll.
- Posted car deals into accounting books, kept track of commission payments, reconciled bank statements, answered phones and other work as asssigned.
Education
Bachelor of Arts - Accounting
Davenport College
Grand Rapids, MI06-1998
Bachelor of Science - Chemistry And Mathematics
Calvin College
Grand Rapids, MI05-1977
Skills
- Tax preparation
- Virtual instruction
- Effective communication
- Attention to detail
- Problem solving
Certification
- Enrolled Agent
- Oregon Licensed Tax Professional
- Master Tax Advisor
Timeline
Accounting Assistant
Fox Ford / Mazda
09.1998 - 01.2022
Instructor
H&r Block
08.1998 - Current
Tax Professional
H&R Block
01.1998 - Current
Bachelor of Arts - Accounting
Davenport College
Bachelor of Science - Chemistry And Mathematics
Calvin College
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