Microsoft
Kimberly Lawson-Green
Sr Tax Specialist
Austin,TX
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Data Entry position. Ready to help team achieve company goals.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Tax professional with robust background in tax compliance, strategy, and advisory services. Proven ability to navigate complex tax regulations and deliver accurate, timely tax filings. Highly collaborative team player focused on achieving results and adapting to evolving tax laws. Strong analytical and communication skills.
Overview
18
18
years of professional experience
Work History
Sr. Tax Specialist
HR Block
11.2020 - Current
- Prepared and reviewed complex tax returns for individual and business clients, ensuring compliance with regulations.
- Analyzed client financial data to identify tax-saving opportunities and minimize liabilities effectively.
- Provided expert guidance on tax law changes, advising clients on strategic planning options.
- Led training sessions for junior staff on tax preparation processes and software utilization.
- Researched and interpreted federal, state, and local tax laws to ensure accurate client representation.
- Developed customized solutions for clients facing unique tax situations, improving satisfaction rates significantly.
- Mentored team members in best practices for client communication and problem resolution strategies.
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Prepared accurate quarterly and yearly tax filings for businesses such as individual and Entity.
- Reduced audit risks by conducting thorough research on complex tax issues and providing accurate guidance to clients.
- Achieved timely tax filing by managing the preparation and submission of federal, state, and local tax returns for clients.
- Streamlined tax compliance processes by implementing efficient workflow systems and utilizing advanced software tools.
Cashier
Walmart
06.2019 - 09.2020
- Processed customer transactions efficiently using point-of-sale systems.
- Maintained accurate cash drawer, reconciling discrepancies daily.
- Assisted customers with product inquiries and provided exceptional service.
- Trained new team members on checkout procedures and customer engagement techniques.
- Managed inventory restocking, ensuring product availability for customers.
- Implemented promotional displays to increase sales and improve store presentation.
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Stocked, tagged and displayed merchandise as required.
- Contributed to store success by maintaining high standards of cleanliness throughout the facility.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
- Provided backup support for other departments when needed, showcasing versatility within the retail environment.
Records Clerk
Dorsey Keatts Funeral Home
07.2007 - 03.2019
- Organized and maintained confidential records in compliance with legal regulations.
- Processed documentation for funeral services, ensuring accuracy and timeliness.
- Collaborated with team members to streamline record-keeping processes, enhancing efficiency.
- Developed and implemented filing systems to improve accessibility of vital information.
- Oversaw daily operations related to records retrieval, ensuring prompt service delivery.
- Conducted regular audits of records for accuracy and completeness, facilitating compliance checks.
- Assisted with typing, data entry, and answering incoming calls as required.
- Maintained accuracy of records by verifying accuracy of data in records.
- Destroyed records in line with retention schedules to protect confidential information and comply with regulations.
- Transferred inactive records to storage to free up space and preserve history.
- Followed established policies and procedures to maintain compliance with regulations.
- Assisted in audits preparation, ensuring all required documentation was easily accessible and update.
- Updated records with new information.
- Enhanced accuracy in data entry tasks by consistently adhering to quality control measures and promptly addressing errors.
- Sorted all paperwork and documents alphabetically and according to dates and significance.
- Resolved discrepancies in record data through thorough research and cross-referencing of related documents.
- Provided excellent customer care by responding to inquiries and requests for information.
- Followed confidentially regulations to maintain privacy.
- Reduced retrieval times for critical information by maintaining an updated and accurate database of records.
- Developed efficient filing system to retrieve records quickly.
- Improved data accuracy by meticulously reviewing and updating records as necessary.
Administrative Assistant
Doris Miller Cemetery
06.2007 - 03.2019
- Managed scheduling for executive team, ensuring efficient use of time and resources.
- Coordinated communication between departments, facilitating project updates and operational alignment.
- Developed and maintained filing systems, improving document retrieval efficiency by 30%.
- Supported onboarding process for new hires, enhancing training materials and procedures.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
- Improved document processing speed by introducing automated templates for routine correspondence.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
Education
Temple High School
Temple, TX06-1995
Skills
- Tax advisory services
- Tax software proficiency
- Tax audit defense
- Tax return review
- Individual taxation expertise
- Tax due diligence
- Organization skills
- Verbal/written communication
- Data inputting
- Document preparation
- Data gathering
- Tax law interpretation
Timeline
Sr. Tax Specialist
HR Block
11.2020 - Current
Cashier
Walmart
06.2019 - 09.2020
Records Clerk
Dorsey Keatts Funeral Home
07.2007 - 03.2019
Administrative Assistant
Doris Miller Cemetery
06.2007 - 03.2019
Temple High School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
When I look back on my past and think how much time I wasted on nothing, how much time has been lost in futilities, errors, laziness, incapacity to live; how little I appreciated it, how many times I sinned against my heart and soul—then my heart bleeds. Life is a gift, life is happiness, every minute can be an eternity of happiness!
Fyodor Dostoevsky
Software
Excel
Work Preference
Work Type
Full TimePart TimeWork Location
RemoteImportant To Me
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