Linda Topf
Sergeant Bluff
Summary
Dynamic and detail-oriented professional with extensive experience as a Seasonal Income Tax Preparer at H & R Block Tax Services. Proven ability to maximize client savings through meticulous tax return preparation and exceptional customer service. Proficient in multi-state tax filing and adept at building strong client relationships, ensuring satisfaction and repeat business.
Overview
30
30
years of professional experience
Work History
Seasonal Income Tax Preparer
H & R Block Tax Services
01.1998 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
- Educated clients on relevant tax matters, empowering them to make informed decisions regarding their finances.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Accouting Specialist
Diocese of Sioux City, Accounting Dept
02.1996 - 09.2024
- Input financial data and produced reports using [Software].
- Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Trained new employees on accounting principles and company procedures.
- Used accounting software to issue tax returns and prepare consolidated reports.
Education
Western Iowa Tech Community College
Sioux City, IA04-2007
Skills
- Income tax preparation
- Federal and state tax returns
- Payroll processing
- QuickBooks proficiency
- Individual returns preparation
- Payroll taxes
- Multi-state tax filing
- Teamwork and collaboration
- Customer service
- Attention to detail
Timeline
Seasonal Income Tax Preparer
H & R Block Tax Services
01.1998 - Current
Accouting Specialist
Diocese of Sioux City, Accounting Dept
02.1996 - 09.2024
Western Iowa Tech Community College
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