Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lori Buerckley

Chariton,IA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure a position. Ready to help team achieve company goals. Detail-oriented Tax Preparer with 7+ years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

7
7
years of professional experience
1
1
Certification

Work History

IFA

HR Block
05.2018 - Current
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Excellent communication skills, both verbal and written.
  • Strengthened communication skills through regular interactions with others.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Identified issues, analyzed information and provided solutions to problems.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Master Tax Advisor

HR Block
12.2016 - Current
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Assessed client tax situations to determine best filing options.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.
  • Analyzed financial records to verify accuracy of tax returns.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Liaised with accountants to confirm accuracy of client tax returns.
  • Developed tax plans and projections to help clients meet objectives.

Education

Associate of Science - Prenursing Studies

DMACC
Ankeny, IA
05.2015

High School Diploma -

Ottumwa High School
Ottumwa, IA
05.1990

Skills

  • Remote Office Availability
  • Customer Relations
  • Analytical Thinking
  • Flexible and Adaptable
  • Attention to Detail
  • Problem Resolution
  • Data Entry
  • Excellent Communication
  • Dependable and Responsible
  • Active Listening

Certification

  • EA - Enrolled Agent Certified through the IRS.

Timeline

IFA

HR Block
05.2018 - Current

Master Tax Advisor

HR Block
12.2016 - Current

Associate of Science - Prenursing Studies

DMACC

High School Diploma -

Ottumwa High School

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Lori Buerckley