Summary
Overview
Work History
Education
Skills
Timeline
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LaTrina Williams

Buffalo,NY

Summary

Multi-unit Team Leader and Tax professional extensive experience in preparing and reviewing tax returns for individuals and businesses. Proven track record of ensuring compliance with tax regulations and delivering accurate financial insights. Highly collaborative team player known for adaptability and reliability in dynamic environments.

Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals.

Deadline-oriented quickly assessing customer needs and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

4
4
years of professional experience

Work History

Resident Assistant

Peaceprints Of Wny
03.2022 - 09.2024
  • Attended, participated, and contributed to monthly staff meetings addressing resident needs.
  • Served as an approachable resource for residents seeking advice or assistance with personal or transitional issues.
  • Monitored building access during shift to provide a secure living environment while fostering strong relationships with residents.
  • Complied with (PRIA) and the Department of Corrections.
  • Supported parolees experiencing mental health challenges by actively listening, offering resources, and connecting them with appropriate support services
  • Responded to room transfers, incident reports, and maintenance requests.
  • Completed accurate paperwork for management or The Department of Corrections to follow up on.
  • Prepared a hot meals for the residents.


Multi-Unit Team Leader

H & R Block Tax Service
10.2023 - 05.2024
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.
  • Maintained an inclusive and diverse team culture, promoting respect and understanding among all members
  • Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
  • Assisted in recruitment to build team of top performers.
  • Implemented comprehensive reporting system to track team performance.
  • Improved productivity, enabling team to handle increased workloads without compromising quality.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Collected, arranged, and input information into database system.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.
  • Created and managed employee schedules to ensure optimal staffing levels.
  • Managed payroll processes for multiple units, ensuring accuracy and compliance and timely payments for multiple units.

Tax Preparer

H & R Block Tax Services
11.2020 - 05.2024
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Offered clients recommendations to reduce tax liabilities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Provided exceptional customer service, resulting in high client retention and satisfaction rates.
  • Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.

Education

No Degree - Computer Information Systems

Erie Community College
Buffalo, NY

Skills

  • Time management
  • Banking
  • Team player
  • Team supervision
  • People management
  • Coaching and mentoring
  • Complex Problem-solving
  • Analytical thinking
  • Goal setting
  • Overseeing daily activities
  • Leading team meetings
  • Team building
  • Coaching
  • Client support
  • Cash handling
  • Client service
  • Supportive
  • Activity planning
  • Relationship building
  • Emergency response
  • Documentation and reporting
  • Resident support
  • Active listening
  • Role modeling
  • Health and safety compliance
  • Policy reinforcement
  • Emotional support
  • Administrative support
  • Policy enforcement
  • Direct patient care
  • Safety monitoring
  • Record keeping
  • Social engagement
  • Assertive
  • Medication support
  • Problem-solver
  • Resource referral
  • Safety standards and compliance
  • Shift scheduling
  • Giving constructive feedback
  • Evaluating employee work
  • Performance evaluations
  • Onboarding and orientation
  • Expectation setting
  • SOP adherence
  • Verbal and written communication
  • Client communication
  • Deadline management
  • Budget management
  • Leadership
  • Organizational skills
  • Decision-making
  • Teamwork
  • Income tax preparation
  • Critical thinking capacity
  • Tax compliance expertise
  • Tax software mastery
  • Payroll management
  • Continuing education commitment
  • Financial reporting
  • Ethical conduct adherence
  • Tax law
  • Tax research capabilities
  • IRS regulations
  • Tax planning strategies
  • Organization skills
  • Local, state, and federal tax returns
  • Tax-related research
  • Financial statement review
  • Data inputting
  • Tax return preparation
  • Document preparation
  • Records management
  • Data gathering
  • Tax law knowledge
  • Tax compliance
  • Regulatory compliance
  • Individual returns preparation
  • Multi-state tax filing
  • Tax advising
  • Tax consulting
  • IRS communication
  • Research/due diligence
  • Multitasking
  • Attention to detail
  • Reliability
  • Critical thinking

Timeline

Multi-Unit Team Leader

H & R Block Tax Service
10.2023 - 05.2024

Resident Assistant

Peaceprints Of Wny
03.2022 - 09.2024

Tax Preparer

H & R Block Tax Services
11.2020 - 05.2024

No Degree - Computer Information Systems

Erie Community College

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LaTrina Williams