Summary
Overview
Work History
Education
Skills
Timeline
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Lora Meade

Coeburn,VA

Summary

Business-minded Tax Analyst promoting more than 12 years of expertise of ensuring accurate tax return filing. An efficient individual with experience building and updating tax models and tools. A real problem solver with project planning, analytical and team collaboration skills.

Overview

12
12
years of professional experience

Work History

Senior Tax Analyst

H&r Block
Norton, Virginia
12.2009 - 04.2022
  • Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Calculated estimated and tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
  • Attended continuing education and other courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
  • Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
  • Researched tax issues and stayed current on all federal and state tax laws.
  • Prepared all federal and state income tax paperwork for extensions and returns.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Met with taxpayers and/or their representatives to address and resolve concerns.

Education

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
02.2010

Associate of Arts - Business Management

University of Phoenix
Tempe, AZ
04.2008

Skills

  • Past Due Account Management
  • Verbal and Written Communication
  • Business Controls
  • Critical Thinking
  • Monthly Financial Statements
  • Online Communication
  • Quality Control Standards
  • Detailed Documentation
  • Reading Comprehension
  • Service Delivery
  • Customer Accounts Management
  • Financial Transactions
  • Credit Management
  • Client Interviews
  • Credit Card Transaction Processing
  • Individual Tax Returns
  • Service Quality
  • Tax Calculations
  • Tax Documentation
  • Tax Consulting
  • Sales Tax Filings
  • Customer Communication
  • Customer Satisfaction
  • Account and Ledger Reconciliations
  • Mathematical Accuracy
  • Data Collection
  • Individual Income Tax Preparation
  • Income Statements
  • Office Cleaning

Timeline

Senior Tax Analyst

H&r Block
12.2009 - 04.2022

Bachelor of Science - Business Administration

University of Phoenix

Associate of Arts - Business Management

University of Phoenix
Lora Meade