Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kim Hudson

Rochester

Summary

Dynamic Tax Consultant with extensive experience at Lannette's Tax Services, specializing in tax planning and compliance assurance. Proven ability to minimize client tax liabilities through strategic financial analysis and effective communication. Recognized for developing long-term strategies that enhance client satisfaction and optimize tax benefits. Detail-oriented with a strong commitment to regulatory research.

Overview

26
26
years of professional experience

Work History

Tax Consultant/Advisor

Lannette's Tax Services
Rochester
01.2000 - Current
  • Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
  • Developed long-term tax planning strategies for clients.
  • Maintained up-to-date knowledge of changing tax laws and regulations.
  • Organized paperwork related to each client's case into a comprehensive file system.
  • Identified deductions and credits that clients were eligible for.
  • Prepared tax forms in accordance with federal, state and local regulations.
  • Collaborated with accountants, attorneys and other professionals when needed.
  • Advised clients on how best to structure investments for optimal taxation benefits.
  • Provided advice on strategies to minimize taxes owed.
  • Drafted letters to government agencies regarding client inquiries.
  • Submitted requests for extensions when necessary.
  • Participated in continuing education courses to stay abreast of new developments in taxation practices.
  • Explained complex concepts in a clear and concise manner to clients.
  • Resolved discrepancies between client's books and actual taxes due.
  • Analyzed financial records to determine the appropriate tax filing status.
  • Assured corporate income tax compliance to maintain accurate completion of corporate income tax returns.
  • Computed taxes owed or overpaid for clients.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Answered inquiries from customers regarding investments.

Customer Service Representative

Sykes Fulfilment Services
Denver
06.2012 - 09.2016
  • Tracked orders from start to finish to ensure timely delivery of goods or services.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Answered customer inquiries via phone, email, and chat.
  • Resolved customer complaints promptly and efficiently.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Identified opportunities for upselling additional products or services based on customer needs.
  • Provided accurate information about products and services to customers.
  • Developed positive relationships with customers through friendly interactions.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Answered inbound calls, chats and emails to facilitate customer service.

Education

Associate of Science - Business Administration

Monroe Community College
Rochester, NY
06-2006

High School Diploma -

Beecher High School
Flint, MI
06-1985

Bachelor of Science - Business Administration

Rochester Institute of Technology
Rochester, NY

Skills

  • Tax preparation
  • Compliance assurance
  • Tax planning
  • Financial analysis
  • Regulatory research
  • Client relationship management
  • Effective communication
  • Detail orientation
  • Nonprofit taxation
  • Reporting and documentation

Accomplishments

  • Dean's List 3.5 G.P.A

Timeline

Customer Service Representative

Sykes Fulfilment Services
06.2012 - 09.2016

Tax Consultant/Advisor

Lannette's Tax Services
01.2000 - Current

Associate of Science - Business Administration

Monroe Community College

High School Diploma -

Beecher High School

Bachelor of Science - Business Administration

Rochester Institute of Technology

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