Lori Parker
Thomasville
Summary
Dedicated Tax Advisor with extensive expertise in tax code, compliance, and regulations. Proficient in preparing and reviewing tax returns and financial statements, delivering strategic tax planning solutions. Strong analytical skills and attention to detail ensure accurate and timely results in high-pressure environments.
Overview
11
11
years of professional experience
Work History
Tax Expert Lead
Intuit TurboTax
12.2023 - Current
- Resolved customer tax inquiries by assisting agents with software and calculations.
- Troubleshot product issues using established company policies and procedures effectively.
- Prepared individual tax returns utilizing TurboTax, Salesforce, and Webserve software.
- Engaged customers with strong empathy and effective communication skills across platforms.
- Contributed to knowledge base by recommending updates and linking relevant content.
- Collaborated with management on special projects and facilitated Zoom meetings.
Income Tax Preparer (Freelance)
Self-Employed
01.2017 - Current
- Minimized client tax liabilities through accurate calculations of federal and state taxes.
- Prepared simple and complex individual tax returns, ensuring compliance and accuracy.
- Maximized deductions and credits to minimize clients' overall tax obligations.
- Gathered detailed client information on taxable income and deductible expenses.
- Reviewed financial records to determine necessary forms for tax return processing.
- Consulted tax law resources to ensure adherence to current regulations.
Tax Associate (Seasonal)
Intuit TurboTax
02.2023 - 05.2023
- Achieved tax reduction opportunities by preparing and reviewing various tax returns.
- Identified tax strategies through analysis of financial statements and related documents.
- Researched and interpreted tax laws to assist clients with their returns.
- Generated tax projections for current and future years based on client needs.
- Supported clients during IRS audits and state tax agency appeals processes.
- Provided technical support on TurboTax platforms for clients and colleagues.
Accounting Payments Analyst
Horne, LLC.
08.2022 - 01.2023
- Ensured timely rental and utility payments through bill.com processing.
- Verified payment details using Neighborly and accounting software for accuracy.
- Resolved returned check issues, corrected errors, and reissued payments as needed.
- Assisted tax department in organizing 1099 vendor files for upcoming tax season.
- Maintained accurate spreadsheets for payments and 1099 vendor cleanup projects.
- Coordinated project deadlines and delegated tasks among team members effectively.
Staff Accountant
NorthStar Contracting Group, Inc.
12.2021 - 05.2022
- Ensured timely invoice payments by accurately processing accounts payables.
- Audited vendor invoices for contracts and purchase orders in environmental department.
- Verified work orders for compliance with Florida financial regulations and accuracy.
- Maintained financial records using STCM database for purchase order transactions.
- Conducted data retrieval in My Florida Marketplace to process invoices efficiently.
- Uploaded financial documents to Oculus, ensuring compliance with Florida open records laws.
Student Assistant
Valdosta State University
08.2020 - 12.2021
- Enhanced student understanding by assisting with classroom instruction and exam preparation.
- Provided clear communication regarding course expectations and project-related inquiries.
- Managed classroom activities, including grading assignments and proctoring virtual exams.
- Facilitated collaboration through Blackboard and email for project coordination and meetings.
- Supported students with technical issues related to educational platforms and email.
- Evaluated student resumes and coordinated mock interviews with career development events.
Chief Financial Officer
New Day Christian Fellowship
07.2014 - 10.2021
- Ensured financial accountability by managing church accounts and ledgers effectively.
- Collaborated with finance committees to balance investments and optimize financial returns.
- Supervised office staff and volunteers for efficient collections and record-keeping.
- Developed and led teams to enhance church operations and support ministry initiatives.
- Coordinated hiring processes for church leadership with relevant committees and stakeholders.
Seasonal Taxation and Loan Office Assistant
Globe Financial Services
12.2019 - 03.2020
- Enhanced client satisfaction by accurately preparing individual income tax returns.
- Streamlined loan processing by efficiently assisting customers with loan applications and payments.
- Boosted client retention through dedicated support in loans and tax preparations.
- Optimized office functionality by managing inventory, records, and a multi-line phone system.
Professional Accountant
State of Florida – Department of Agriculture
01.2019 - 08.2019
- Ensured timely invoice payments by processing vendor accounts payables efficiently.
- Audited disbursements for accurate payments across all Agriculture Department divisions.
- Processed transactions in FLAIR and AIMS accounting systems with precision.
- Balanced FLAIR and AIMS daily to confirm accuracy of invoice payments.
- Reviewed contracts to ensure proper utilization of government funds.
OPS Clerk
State of Florida – Division of Elections
08.2018 - 01.2019
- Ensured qualified citizens maintained accurate voter records for elections.
- Leveraged databases to research potential felons, ensuring compliance with Florida Statutes.
- Responded to voter inquiries regarding laws and regulations via multi-line phone system.
- Supported management team with office tasks, including mail sorting and information distribution.
- Executed business errands and handled copying/faxing as needed for office operations.
Education
Bachelor of Business Administration - Management
Valdosta State University
Valdosta, GA07.2018
Bachelor of Business Administration - Accounting
Valdosta State University
Valdosta, GA05.2018
Associate of Applied Science - Accounting
South Georgia Regional Technical College
Thomasville, GA12.2006
Skills
- Skilled in utilizing Microsoft Office applications
- Experience with accounting information systems
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Tax return preparation
- Client communication
- Data inputting
- Bookkeeping
- Relationship building
- Data gathering
- Tax law compliance
- Verbal/written communication
- Bookkeeping expertise
- Sales tax filing
- Bank reconciliation
- Monthly account / bank reconciliation
- Accounts receivable
- Monthly journal entries
- Journal entry preparation
- Account reconciliation
- Monthly / quarterly / year end reports
- Microsoft Excel proficiency
- General ledger accounting
- General ledger
- Income statements
- Financial reporting
- Accounts payable / invoice coding
- Statement reconciliation
- Accounting software expertise
- Administrative support
- Finance
- GAAP accounting
- Expense tracking
OTHER EMPLOYMENT HISTORY
- Commercial Delivery Driver/Parts Pro Salesperson, Advance Auto Parts, Thomasville, GA (2017-2018)
- Client Support Worker, Actionmed Personnel, Thomasville, GA (2012-2017)
Timeline
Tax Expert Lead
Intuit TurboTax
12.2023 - Current
Tax Associate (Seasonal)
Intuit TurboTax
02.2023 - 05.2023
Accounting Payments Analyst
Horne, LLC.
08.2022 - 01.2023
Staff Accountant
NorthStar Contracting Group, Inc.
12.2021 - 05.2022
Student Assistant
Valdosta State University
08.2020 - 12.2021
Seasonal Taxation and Loan Office Assistant
Globe Financial Services
12.2019 - 03.2020
Professional Accountant
State of Florida – Department of Agriculture
01.2019 - 08.2019
OPS Clerk
State of Florida – Division of Elections
08.2018 - 01.2019
Income Tax Preparer (Freelance)
Self-Employed
01.2017 - Current
Chief Financial Officer
New Day Christian Fellowship
07.2014 - 10.2021
Bachelor of Business Administration - Accounting
Valdosta State University
Associate of Applied Science - Accounting
South Georgia Regional Technical College
Bachelor of Business Administration - Management
Valdosta State University