KRISTINE PELTIER
JUSTIN,TX
Summary
Motivated Tax Preparer with 30 years of experience running operations and building clientele for H&R Block. Expert in preparation of state and federal tax returns for individuals, non-profit organizations, corporations and partnerships. Client-oriented with dedication to uncovering unclaimed deductions and maximizing tax refunds. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
30
30
years of professional experience
3
3
Certification
Work History
Franchise Associate
H&R Block
Seaside, OR
01.1993 - 03.2022
- Calculated and submitted on-time and accurate royalty payments to corporate office to maintain franchise in good standing.
- Coordinated business paperwork such as contracts, employee files and tax submissions with good organizational skills.
- Trained and motivated employees to perform daily business functions.
- Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
- Learned and remained updated on statutory requirements and regulations.
- Provided outstanding coaching to employees to boost productivity.
- Handled team, customer and operations issues with calm, knowledgeable strategies to keep business on-track against targets.
- Optimized team hiring, training and performance.
Oregon Licensed Tax Consultant
H&R Block
Seaside, OR
01.1993 - 03.2022
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
- Completed and filed returns with tax departments at local, state and federal levels.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Facilitated communication between clients and tax authorities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Oversaw team of 26 tax professionals handling up to 12,000 clients per year.
Education
Associate of Applied Science - Accounting And Business Management
Enterprise State Community College
Enterprise, ALAssociate of Applied Science - Accounting And Business Management
Clark College
Vancouver, WASkills
- Mathematical Calculation and Reasoning
- Business Leadership
- Department Oversight
- Human Resources Oversight
- Problem Anticipation and Resolution
- Customer Service Management
- Training Management
- Staff Scheduling
- Customer Relations
- POS Terminal Operations
- Desktops, Laptops and Mobile Devices
- Multitasking and Prioritization
Affiliations
- Lions Club
- Oregon Society of Tax Consultants
Certification
- Licensed Tax Consultant - Oregon
- Small Business Certified- H&R Block
- H&R Block Certifications: Military, Small Business, Investments, Retirement, Farms, Gig Workers
- H&R Block -Work from Anywhere
Timeline
Franchise Associate
H&R Block
01.1993 - 03.2022
Oregon Licensed Tax Consultant
H&R Block
01.1993 - 03.2022
Associate of Applied Science - Accounting And Business Management
Enterprise State Community College
Associate of Applied Science - Accounting And Business Management
Clark College