Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lashawn Penn

Washington,Dc

Summary

Results-driven Tax Manager with 10+ years of experience in the field. Expertise in creating new processes for onboarding new employees, resulting in improved efficiency and accuracy. Strong communication skills and attention to detail, with a proven track record of problem-solving. Committed to delivering high-quality work and ensuring compliance with tax regulations. Looking to contribute my expertise to a dynamic organization.

Overview

20
20
years of professional experience

Work History

Tax Manager

H&R Block
12.2014 - 04.2025
  • Welcome and receive visitors to the office and ensure they are directed to the relevant staff members; Anticipate and prepare materials needed by the supervisor for conferences, correspondence, appointments, meetings, telephone calls, etc., and informs supervisor on matters to be considered.
  • Ensure that printers and copiers are fully supplied with paper, and toners changed when appropriate.
  • Responsible for office vendors and office related accounts, such as Staples, FedEx, Internet & Phone vendors, cleaning services, utilities etc.
  • Review and validate pay period reports to verify all employees in supported circuits are accurately paid and set up for the proper state or local tax withholding as necessary.
  • Perform administrative and clerical duties including responding to customer inquiries via phone or email, maintaining files, reviewing and sorting PSB mail and distributing it properly and in a timely manner.
  • Prepare state/local tax deposits, coupons, returns and reconciliation in accordance with the requirements of the state/local taxing authority.
  • Print, copy, and bind documents produced in the office; liaison with printing companies in Washington, D.C. to ensure documents are produced to the required standard when document production is outsourced; send documents to clients or associates by email or mail in a timely manner.
  • Growing the business through developing local partnerships, managing office community involvement, modeling and coaching sales and new client growth tactics; Assisted in development of and executing office-level sales plans.
  • Assisted in recruiting and interviewing tax office associates, as well as leading tax office associates to meet and exceed growth and service quality goals.
  • State Tax Analysis, Planning, and Research
  • Review tax returns before sent for E Filing.
  • Ensuring outstanding client service; Maintained office cleanliness and organization of resources with team members.
  • Prepared accurate and complete tax returns for clients and being a knowledgeable resource on tax topics.
  • Coordinating the dissemination of information, developing filing systems, and coordinating internal administrative support work; Manage courier service, tasking and tracking management, and electronic initiatives support.
  • Managed Approximately 150 staff, operations, and logistics for a tax office; Matched clients with the best suited tax professional for their needs; Handled clients exits by assuring all current and future needs are met; Scheduled clients how they would like to be scheduled.
  • Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of the government.
  • Uncover potential deductions and credits.
  • Advise against potential tax liabilities.
  • Ensure clients do not pay unnecessary taxes.

Tax Manger

AAA Taxes & Accounting
06.2023 - 11.2023
  • Delivering a full range of tax services in compliance with laws and regulations within a timeframe.
  • Building relationships and interacting with clients to provide excellent planning, consulting and expertise. Managing approximately 12 staff.
  • Providing innovative tax planning and reviewing complex income tax returns.
  • Coordinate accounting staff and assess their performance.
  • Manage tax provision and tax compliance process.
  • Improve processes by developing or implementing best practices.
  • Manage and coordinate tax audits.
  • Review tax returns before being sent to E-file
  • Prepare all tax papers on a regular basis and handle all information data requests.
  • Tax planning for high-net-worth individuals and closely held businesses.
  • Communicate with managers and/or partners regarding engagements.
  • Actively participate in continuing education and professional growth activities.
  • Contribute to and foster a positive work environment.
  • Prepare federal and state income and franchise tax returns, extension requests, estimated tax payments, and supporting work papers.
  • State Tax Analysis, Planning, and Research
  • Manage, respond to, and resolve state and local tax inquiries.
  • Developed and implemented efficient workflow processes for tax preparation.

Tax Research Specialist

Gusto
01.2022 - 05.2023
  • Plan, organize and meeting assigned Tax Notice work targets
  • Worked under the pressure of time constraints and handle multiple tasks simultaneously.
  • Suggest improvements to processes and works well with project teams in planning and execution.
  • Reviews work and trains staff on certain procedures or reports.
  • Assists with quarterly and annual audit.
  • Assisting with processing garnishments and levies.
  • Verifies and enters employee payroll data information, including Federal tax forms, state tax forms, local tax forms, direct deposit forms, allotment forms, other payroll deductions and taxable or non-taxable benefit adjustments.
  • Assisting with researching tax regulations affecting employee compensation, fringe benefits and payments to non-residents
  • Balancing of Quarter Tax filing with the payroll provider.
  • Work closely with the Global mobility department for taxation impact on payroll.
  • Prepare federal and state income and franchise tax returns, extension requests, estimated tax payments, and supporting work papers.
  • Complete state sales and use tax audits.
  • Work with existing customers whose sales tax exemption needs have changed.
  • Manage, respond to, and resolve state and local tax inquiries.
  • Reconcile each payroll register with Tax filing reports to assure accurate payment and timely tax filing are performed.
  • Understanding State Tax Audits, and Employer income tax optimization.
  • Leverage strong interpersonal skills and Tax product knowledge to execute daily Client Tax resolution.
  • Provided training and mentorship to junior researchers, fostering skill development and knowledge sharing.
  • Developed and maintained databases to track research findings and trends efficiently.
  • Conducted comprehensive data analysis to inform product development and strategy decisions.

Tax Research Specialist

ADP
07.2021 - 01.2022
  • Plan, organize and meeting assigned Tax Notice work targets.
  • Strong analytical skills as well as written and verbal communication skills are required.
  • Strong Knowledge of Tax Laws and ability to resolve complex issues using technology while working with Government agencies.
  • Ability to work under the pressure of time constraints and handle multiple tasks simultaneously.
  • Perform pay data entry using payroll application ADP Workforce NOW.
  • Work with federal and state agencies to set up new client payroll accounts.
  • Proficiency in ADP Workforce NOW, Microsoft Word, Excel and Outlook.
  • Perform Master file updates/changes, mass changes, and set up company level information.
  • Provide various miscellaneous accounting support.
  • Produce payroll reports using ADP Workforce NOW.
  • Work with ADP's implementation staff to setup new client payroll account.
  • Executes procedures, logs notes to Tax Notice systems, captures activities in accordance with Tax policy and audit guidelines. Accountable for compliance.
  • Answer Agency questions pertaining to Tax Filing Notices.
  • Effectively organized and prepared to research tax notices for clients.
  • Federal, State & Local Income Tax compliance (Combined, & Separate State filings 941, 940 etc.).
  • Balancing of Quarter Tax filing with the payroll provider.
  • Work closely with the Global mobility department for taxation impact on payroll.
  • W2 and W2 management
  • Perform 3rd Party Sick Pay reconciliation with IRS.
  • Reconcile each payroll register with Tax filing reports to assure accurate payment and timely tax filing are performed.
  • Review and assist in GL reconciliations of payroll and payroll tax.
  • Provides support for mergers and acquisitions from a payroll tax perspective.
  • Understanding State Tax Audits, and Employer income tax optimization.
  • Leverage strong interpersonal skills and Tax product knowledge to execute daily Client Tax resolution.

Tax Finance Assistant

DEC Impression Varieties
05.2018 - 12.2020
  • Manage and maintain executive's schedules, appointments, and travel arrangements.
  • Coordinate and prioritize incoming and outgoing communications, including emails, phone calls, and mail.
  • Prepare and edit correspondence, memos, presentations, and other documents as needed.
  • Organize and maintain files, records, and confidential information in both physical and electronic formats.
  • Conduct research and gather information to assist executives in decision-making and preparation for meetings.
  • Coordinate and schedule meetings, conferences, and events, including arranging venues, catering, and audiovisual equipment.
  • Prepare expense reports and handle financial matters, including budget tracking and invoice processing.
  • Anticipate and proactively address the needs of executives to ensure smooth workflow and efficient operations.
  • Conduct special projects and assignments as directed by executives, demonstrating flexibility and adaptability.
  • Maintain office supplies, equipment, inventory, coordinating repairs and maintenance when necessary.
  • Assist in the onboarding and training of new staff members and provide ongoing administrative support to team members as needed.
  • Uphold a high level of professionalism, confidentiality, and discretion in all interactions and tasks.
  • Supported year-end closing activities, ensuring all transactions were properly recorded before the start of the new fiscal year.

Finance Administrative Assistant

Regal
03.2008 - 02.2010
  • Uphold and administer all theater policies; Knowledge and compliance of dress code; Ensure guest satisfaction.
  • Confirm required alcohol certification and training are current where applicable.
  • Operated all projection and audio-visual equipment within the theater, both hardware and software, including all applicable film handling (threading, building-up, tearing down, etc.) and maintenance as required.
  • Track and report weekly the work/leave status of all office employees via the Automated Time and Attendance and Production Systems.
  • Review, monitor, and report the status of action items and activities and products using the Staff Action Control and Coordination Portal Program.
  • Monitored risk management as it pertains to the theater, i.e., employee and patron safety, loss prevention, emergency situations, and the proper handling, reporting, and investigating of accidents.
  • Counting, depositing, and reconciling all receipts taken in during a business day; receipts include cash, credit cards, coupons, gift cards, checks, discount tickets, and any other mode of payment or accountability deemed applicable by R.E.G.
  • Performed all staff positions as required.
  • Coordinated electronic student attendance system; Contacted families of absent students via phone or text; Mailed truancy letters and coordinate attendance intervention meetings.
  • Assisted school's leadership team in the administration of surveys and questionnaires; Assisted with the processing of invoices and reimbursements.

Receptionist

Lady Like Hair
06.2005 - 02.2008
  • Answer telephone calls for individuals who are not available or out of the office and determine appropriate action; Screen calls for the director report in accordance with established procedures and as directed.
  • Ability to organize and manage multiple projects and tasks simultaneously, including tracking and coordinating activities, setting and adhering to deadlines, etc.
  • Performed basic shampoos, rinsing colors & foils, applying conditioning treatments and toners, Prepared clients for perms, keratin treatments and other service.
  • Maintained the cleanliness of the salon & spa, including laundry, color dishes & bathrooms.
  • Provided high levels of customer service in all client interaction.
  • Greeted clients upon arrival checked them in for services and handled payments upon completion of services.
  • Assisted clients with retail purchases; Assisted with financial record keeping.

Education

High school diploma - undefined

Northwestern High School
Hyattsville, MD
05.2005

Skills

  • ADP
  • Email Communication
  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Account Management
  • Electronic Filing
  • OneSource
  • Go Systems
  • Tax research
  • Vertex
  • Tax advisory services
  • Tax process improvement
  • Tax law interpretation
  • Tax compliance expertise

Timeline

Tax Manger

AAA Taxes & Accounting
06.2023 - 11.2023

Tax Research Specialist

Gusto
01.2022 - 05.2023

Tax Research Specialist

ADP
07.2021 - 01.2022

Tax Finance Assistant

DEC Impression Varieties
05.2018 - 12.2020

Tax Manager

H&R Block
12.2014 - 04.2025

Finance Administrative Assistant

Regal
03.2008 - 02.2010

Receptionist

Lady Like Hair
06.2005 - 02.2008

High school diploma - undefined

Northwestern High School

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Lashawn Penn