Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Katrina Hagler

Dothan,USA

Summary

Dynamic professional with extensive experience at Intuit, specializing in tax preparation and client advisement. Proven ability to optimize deductions and ensure tax compliance while managing complex financial information. Strong communication and organizational skills contribute to exceptional service and enhanced client satisfaction.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Live Tax Associate

Intuit
Dothan, AL
01.2023 - Current
  • Organizing and analyzing clients’ financial information
  • Taking advantage of opportunities to minimize tax liability through deductions
  • Preparing necessary forms for filing taxes
  • Advising clients about tax liabilities and other tax-related matter
  • Filing tax returns electronically on behalf of clients
  • Establishing and updating client records
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Ensured compliance with applicable laws and regulations regarding taxation matters.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Advised clients on strategies for minimizing their tax liability within legal parameters.
  • Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
  • Educated clients on the implications of tax laws and their financial decisions.
  • Implemented electronic filing procedures to streamline tax return processing and reduce errors.

Realtor/Broker/ Associate Broker

Berkshire Hathaway HomeServices
Dothan, AL
01.2019 - Current
  • Educated clients on real estate procedures and market conditions.
  • Negotiated purchase agreements with buyers and sellers to facilitate transactions.
  • Assisted sellers in preparing homes for listing to maximize market appeal.
  • Collaborated with lenders, attorneys, and inspectors to support client needs.
  • Managed paperwork and provided guidance to Realtors within the office.
  • Generated leads through networking, cold calling, and referrals to expand clientele.
  • Reviewed inspection reports prior to closing to ensure all repairs were completed.
  • Maintained accurate transaction records using specialized software programs.

Certified Notary Signing Agent

Self Employed
Dothan, AL
12.2010 - Current
  • Company Overview: Certified Signing Agent
  • Coordinate with Title companies and Lenders
  • Witness and oversee closings for clients
  • Notarize and summarize documents for buyers and sellers
  • Perform closing for clients that are buying, selling, refinancing, doing a reverse mortgage or modification
  • Certified Signing Agent
  • Developed strong relationships with clients by providing excellent customer service.
  • Contracted with various agencies to complete personal loan packages.
  • Provided professional customer service while interacting with customers, lenders, escrow officers, title companies.
  • Documented detailed notes regarding any irregularities during the signing process.
  • Accurately completed title forms according to applicable rules and regulations.
  • Affixed stamp or seal on documents as proof of witnessing event or deal.
  • Liaised between borrowers, loan officers and escrow officers to facilitate smooth and efficient loan closing process.
  • Documented transactions in notary journal to maintained permanent records.

Accounting Assistant

Sarcoa
Dothan, AL
01.2007 - 12.2010
  • Process payments and documents such as invoices, employee reimbursements
  • Organize the bookkeeping processes of the company.
  • Evaluate financial budgets and track expenses.
  • Draft and report financial presentations.
  • Reconcile financial books including incoming and outgoing funds.
  • Process payroll and w2’s
  • Reviewed and implemented improvements to accounting processes and procedures.
  • Liaised with vendors and suppliers to negotiate payment terms and resolve billing issues.
  • Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
  • Tracked and reported on departmental expenditures, contributing to cost control efforts.
  • Prepared and processed payroll.
  • Researched discrepancies between invoices, purchase orders, packing slips.
  • Worked closely with auditors during year-end audits to provide necessary documentation.
  • Reconciled computer reports with manually maintained ledgers.
  • Assisted with month-end and year-end close processes, preparing necessary journal entries.
  • Reconciled bank accounts on a regular basis.
  • Monitored loans and accounts payable to confirm payments are current.
  • Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Assisted with payroll processing by entering employee hours into the system.
  • Calculated income and social security tax deductions.

Tax Specialist

HR Block
Dothan, AL
01.2007 - 04.2009
  • Organizing and analyzing clients’ financial information
  • Taking advantage of opportunities to minimize tax liability through deductions
  • Preparing necessary forms for filing taxes
  • Advising clients about tax liabilities and other tax-related matter
  • Filing tax returns electronically on behalf of clients
  • Establishing and updating client records
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Used tax form instructions and tables to complete tax forms.
  • Compiled and affixed customer deduction documents with payments.

Representative

West Telemarketing Corp
Dothan, AL
01.2002 - 05.2006
  • Delivering scripted talks that describe the company’s products or services
  • Explaining products and product prices
  • Following up on previous customers for potential sales
  • Listening to a customer needs and behaviors as well as responding appropriately to a customer’s questions or concerns
  • Handle both inbound and outbound calls
  • Answered phone calls and directed them to appropriate personnel.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Achieved sales targets through effective negotiation and closing techniques.
  • Demonstrated strong problem solving skills when faced with challenging situations or complex inquiries from customers.
  • Identified needs of customers promptly and efficiently.
  • Provided customer service by answering product and service related questions.
  • Educated customers on product features and benefits to ensure they had an excellent shopping experience.

Cashier/ Customer Service Manager

Walmart
Dothan, AL
02.1998 - 01.2002
  • Handle cash, credit, or check transactions with customers
  • Scan goods and collect payments
  • Ensure pricing is correct
  • Keeping checkout area clean and sanitized
  • Provide support to the cashiers and front-end manager
  • Provide change to the cashiers
  • Handle customer complaints
  • Issued receipts, refunds, credits or change due to customers.
  • Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
  • Counted money in cash drawers at the beginning of shifts to ensure amounts were correct.
  • Worked closely with front-end staff to assist customers.
  • Resolved customer complaints professionally in accordance with company policy.
  • Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
  • Answered customers' questions and provided information on store procedures or policies.

Education

AAS - Concentration in Accounting

George C Wallace Community College
Dothan, AL
05.2007

Skills

  • Communication skills
  • Tax preparation
  • Tax compliance
  • Client advisement
  • Deductions optimization
  • Accounting software
  • Data organization
  • Customer service
  • Contract writing and interpretation
  • Organizational skills
  • Time management
  • Attention to detail
  • Record keeping
  • Regulatory compliance
  • Storage procedures
  • Income tax preparation
  • Tax deductions optimization
  • Mathematical proficiency
  • Tax consulting
  • Income documentation
  • Team leadership
  • Problem solving
  • Record management
  • Negotiation skills
  • Conflict resolution
  • Multitasking Abilities
  • Training & Development
  • Written communication
  • Dependable and responsible
  • Organization

Certification

  • Certified Signing Agent, 12/10
  • Notary 12/10
  • Real estate Broker, 05/21
  • Real estate Agent, 01/19

Timeline

Live Tax Associate

Intuit
01.2023 - Current

Realtor/Broker/ Associate Broker

Berkshire Hathaway HomeServices
01.2019 - Current

Certified Notary Signing Agent

Self Employed
12.2010 - Current

Accounting Assistant

Sarcoa
01.2007 - 12.2010

Tax Specialist

HR Block
01.2007 - 04.2009

Representative

West Telemarketing Corp
01.2002 - 05.2006

Cashier/ Customer Service Manager

Walmart
02.1998 - 01.2002

AAS - Concentration in Accounting

George C Wallace Community College

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Katrina Hagler