Lionel Beckles
Charlotte,NC
Summary
Quality-driven tax professional with proven record of excellent job performance. Manages projects at each stage with diligent and attentive approach, carefully checking details, and testing assumptions. Skilled in training junior personnel in principles and practices. Responsible for training up to 30 trainees in the basic income tax course for H & R Block for a 5 year period. Instructed seasoned tax professionals in advanced tax courses to give them CE hours credit. 2017-2018 evaluated training techniques of other field instructors and submitted findings to home office
Overview
20
20
years of professional experience
Work History
Master Tax Advisor
H & R Block Tax Services
Charlotte, NC
01.2010 - 02.2021
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits. Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Offered clients recommendations to reduce tax liabilities.
- Completed and filed returns with tax departments at local, state and federal levels.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- 2014 - 2018 oversaw team of 8 tax professionals handling up to 1100 clients per year.
- Prepared wide array of returns such as business, gift, individual and S corporation returns.
Market Claim Manager
Allstate Insurance Co
Southfield, MI
09.1998 - 02.2007
- Championed insurance claims process by providing expert knowledge and building positive, trusting relationship to support clients during challenging times.
- Determined proper course of action for claims processing.
- Directed claims negotiations within allowable limit of $$500,000 and supported successful litigations for advanced issues.
- Evaluated original investigation reports and documents to resolve secondary concerns.
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
- Conducted thorough property investigations to identify and classify damages for customer claims.
- Handled claims consistent with client and corporate policies, procedures, best practices and regulations.
- Analyzed information gathered by investigation and report findings and recommendations.
- Organized, planned, and documented materials for property and casualty claims.
- Investigated and assessed damage to property and reviewed property damage estimates.
- Conducted day-to-day administrative tasks to maintain information files and process paperwork.
Education
MBA - Finance
College of William And Mary
Williamsburg, VA08.1978
Bachelor of Arts - Liberal Arts And Sciences
Hampton University
Hampton, VA05.1971
Skills
- Atypical Return Processing
- Detail-Oriented
- Client Tax Services
- Small Business Tax Returns
- Customer Service
- Tax Advisement
- Estate Tax Returns
- Team Training
Timeline
Master Tax Advisor
H & R Block Tax Services
01.2010 - 02.2021
Market Claim Manager
Allstate Insurance Co
09.1998 - 02.2007
MBA - Finance
College of William And Mary
Bachelor of Arts - Liberal Arts And Sciences
Hampton University