Lana Starr
Cardwell,MT
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Intuit TurboTax
Cardwell, MT
01.2024 - 04.2024
- Handled complex tax situations for clients with multiple income streams and investments, navigating intricate tax laws with ease.
- Supported audit defense efforts by providing clear explanations and documentation supporting positions taken on filed returns.
- Collaborated effectively with colleagues to share knowledge and expertise, enhancing team productivity.
- Utilized advanced software tools to improve efficiency in calculating taxes owed or refunds due based on available data inputs.
- Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.
Personal Care Attendant
Ability MT
Whitehall, MT
06.2022 - 12.2023
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Helped clients maintain optimal health by overseeing medication administration and doctor's appointments.
- Planned healthy meals, purchased ingredients, and cooked meals to provide adequate nutrition for client wellbeing.
- Promoted independence among clients by teaching them essential self-care skills and encouraging autonomy.
- Offered emotional support when needed establishing trust between me as the attendant and my patient.
Senior Tax Associate
Intuit TurboTax
San Diego, CA
01.2022 - 04.2023
- Completed and filed individual and business returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software for over 200 customers during tax season.
Tax Associate
Intuit TurboTax
01.2021 - 05.2022
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- Communicated with clients regarding tax situations, providing guidance on finances.
- Assisted over 300 tax customers per tax season with questions on how to file their taxes and fully prepared and filed over 100 returns.
Equestrian Trainer
Self-Employed
09.2005 - 10.2020
- Scheduled farrier and vet appointments regularly for client horses.
- Prepared horses for specific competitions or tasks.
- Instilled basics of horsemanship and riding in beginners, and refined knowledge and skills of more advanced riders.
- Attended and coached students at area dressage shows.
- Maintained animal health records, treating minor injuries and reporting serious injuries to owners for consultation with veterinarians.
- Utilized positive reinforcement techniques to successfully train animals.
- Collaborated with veterinarians, animal caretakers and other animal experts on how best to train animals.
Education
Associate of Arts - Business
Northeast Wisconsin Technical College
Green Bay, WI06.1983
Skills
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation
- Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty
- Maximized client satisfaction by providing accurate and timely tax preparation services
- Assisted business owners with year-end accounting processes like reconciling accounts or generating Profit and Loss statements
- Tax law compliance
Certification
- Equine Massage Therapy - 80 clock hours - May 2018
Accomplishments
- Organized low-cost spay/neuter clinics for the local area.
- Fostered and adopted out over 25 dogs in 6 years while volunteering for local animal rescue.
- Developed a youth summer horse riding program.
- Supervised 15-20 volunteers at the spay/neuter clinics and coordinated placement based on needs and volunteers skills.
Timeline
Senior Tax Associate
Intuit TurboTax
01.2024 - 04.2024
Personal Care Attendant
Ability MT
06.2022 - 12.2023
Senior Tax Associate
Intuit TurboTax
01.2022 - 04.2023
Tax Associate
Intuit TurboTax
01.2021 - 05.2022
Equestrian Trainer
Self-Employed
09.2005 - 10.2020
Associate of Arts - Business
Northeast Wisconsin Technical College