Krystal Hollis
Joplin,MO
Summary
My objective is to put my degree in accounting to use and expand my knowledge in the financial accounting industry.
Overview
16
16
years of professional experience
Work History
Business owner/Tax Professional
Klear tax Solutions
01.2021 - Current
- Prepared tax forms for individuals as well as small businesses
- Bookkeeping for clients
- Educate clients on the impact of federal and state income taxes
- Business planning is offered to those that have small businesses
- Took credit, cash, and check payments for services rendered.
Tax Expert Lead| intuit
08.2022 - 04.2023
- Assisted with answering questions that the tax experts had while helping customers
- Monitored phone calls and chats between tax agents and customers
- Assisted with taking customer phone calls as needed to clear the queues
- Hosted manager meetings
- Took part in creating training material for those on the phones.
Tax Expert
09.2021 - 04.2022
- Answered phone calls regarding filing individual and business tax returns.
Assistant Manager
04.2021 - 10.2021
- Assist new customers with applying for a loan
- Answer up to four phone lines
- Assist with filing customer folders alphabetically
- Assist former customers with applying for a new loan
- Assist current customers with paying or renewing current loans.
Dental Recruiter
Cigna
11.2020 - 04.2021
- Assisted with the setup of Access Plus
- Recruited Dental offices to sign up with Cigna on their DHMO plan
- Assisted with multiple different recruiting projects in target areas of the country.
Senior Tax Analyst/Virtual Tax Preparer
H&R Block
01.2020 - 05.2020
- Completed tax returns, including form 1040 with multiple different tax schedules
- Answered phones up to three lines
- Checked in clients as they arrived for appointments or as walk-ins
- Made sure clients were satisfied with the service they received
- Took credit, cash, and check payments for services rendered
- Balanced cash drawer at the beginning of shift and at the end of shift
- Prepared online client’s returns using a remote desktop.
Income Tax Course Instructor
H&R Block
09.2019 - 12.2019
- Teach students tax theory
- Explain to students the concept behind Federal and State income taxes
- Train potential employees in how to prepare a proper Federal and State tax return using Form 1040 and the schedules necessary to file an accurate return
- Teach students how to properly research questions that aren’t asked on a regular basis.
office manager III
H&R Block
10.2018 - 04.2019
- Managed two offices totaling 18 employees
- Ran reports daily to be able to plan how the office can be successful
- Brainstormed with other managers about how we can grow our business in each office
- Made money deposits as needed
- Managed upset clients and turned them into a learning opportunity for the associate that the complaint was about
- Offered praise where necessary.
Senior Tax Analyst
H&R Block
01.2008 - 10.2018
- Completed tax returns, including form 1040 with multiple different tax schedules
- Answered phones up to three lines
- Checked in clients as they arrived for appointments or as walk-ins
- Made sure clients were satisfied with the service they received
- Took credit, cash, and check payments for services rendered
- Balanced cash drawer at the beginning of shift and at the end of shift.
Recruiter
Medix/Cigna
08.2017 - 12.2017
- Assisted with the setup of Access Plus
- Recruited Dental offices to sign up with Cigna on their DHMO plan
- Helped sort emails as they came in for Access Plus
- Please note that not all job history has been listed
- In between tax seasons, I held temporary positions
- I can provide information if needed
- 2
Technical support
- For TurboTax clients
- Gave tax advice
- Trained to do full-service tax returns.
Education
Master of Business administration - accounting
Colorado Technical University Online
Current
Bachelors - Business Administration
Colorado Technical University Online
November 2020
Associates - Applied Science in Accounting, Accounting
Colorado Technical University Online
March 2009
Tax Accounting, Financial Accounting, Marketing, Management, Bookkeeping Certificates Microsoft Office 2010 Accounting Fundamentals Business Concepts Income Tax Certified Tax Associate - undefined
Skills
- Skills & Abilities
- Management
- I have managed a team of 25 My goal in management is to take the ideas of the team and implement them into place to make a better, stronger team My ideas alone do not make for a good team Getting thoughts from the others on the team makes a significant difference in overall success
- Communication
- In my previous position, I oversaw giving a presentation to three offices of employees, as well as 6 classes of high school seniors The presentation to the employees was about how the office runs and ways to learn every day The presentation to the students was explaining how taxes can affect them as they grow and continue their education
- Verbal Communication
- Due Diligence
- Critical Thinking
- Income Statements
- Professional Correspondence
- Reading Comprehension
- Year-End Tax Provision Proficiency
- Tax Accounting
- Active Listening
- Tax Audit Procedures
- Local, State and Federal Tax Returns
- Financial Management
- Multi-State Tax Filing
- Tax Code Knowledge
- Mathematical Calculations
- Interpersonal Strengths
- Document Preparation
- Monthly Financial Statements
- Administrative Support
- Confidential Data Protection
- Virtual Tax Interviews
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Tax Expert Lead| intuit
08.2022 - 04.2023
Tax Expert
09.2021 - 04.2022
Assistant Manager
04.2021 - 10.2021
Business owner/Tax Professional
Klear tax Solutions
01.2021 - Current
Dental Recruiter
Cigna
11.2020 - 04.2021
Senior Tax Analyst/Virtual Tax Preparer
H&R Block
01.2020 - 05.2020
Income Tax Course Instructor
H&R Block
09.2019 - 12.2019
office manager III
H&R Block
10.2018 - 04.2019
Recruiter
Medix/Cigna
08.2017 - 12.2017
Senior Tax Analyst
H&R Block
01.2008 - 10.2018
Technical support
Master of Business administration - accounting
Colorado Technical University Online
Bachelors - Business Administration
Colorado Technical University Online
Associates - Applied Science in Accounting, Accounting
Colorado Technical University Online
Tax Accounting, Financial Accounting, Marketing, Management, Bookkeeping Certificates Microsoft Office 2010 Accounting Fundamentals Business Concepts Income Tax Certified Tax Associate - undefined
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