Lucy Harbert
Rayland
Summary
Detail-oriented Tax Preparer with two 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.
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. 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 entry-level senior tax specialist position. Ready to help team achieve company goals.
Overview
34
34
years of professional experience
Work History
Senior Tax Specialist
HR Block
12.2022 - 04.2024
- Completed in-depth research into tax issues affecting [Type] activities to offer expert advice and accurately prepare submissions.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Ensured accuracy of financial statements by performing exhaustive reviews of taxable income calculations, deductions, credits, and other related figures.
- Assisted clients in maximizing deductions by diligently reviewing financial statements and identifying potential savings opportunities.
- Enhanced team performance through mentoring junior staff members on best practices in tax accounting and regulatory requirements.
- Delivered high-quality client service by addressing inquiries promptly and maintaining regular communication regarding updates in taxation rules.
- Achieved timely tax filing by managing the preparation and submission of federal, state, and local tax returns for clients.
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Calculated estimated tax payments for clients.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
Office Assistant
Mail America
05.2013 - 03.2020
- Completed clerical tasks such as filing, copying, and distributing mail.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Processed incoming and outgoing mail and packages according to established procedures.
- Purchased and maintained office supplies.
Pesonal Assistant
Princess Salwa Alsaud
08.1999 - 05.2012
- Maintained appropriate filing of personal and professional documentation.
- Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
- Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
- Kept detailed track of household and maintenance inventory and schedules.
- Managed travel arrangements including flights, accommodations, and itineraries for smooth business trips.
- Monitored expenses closely, maintaining an organized filing system for easy access to financial records.
- Coordinated international and domestic travel logistics including flight itineraries, hotel reservations and car services.
- Handled incoming mail, bills and invoices and completed appropriate actions.
- Managed complex calendar coordination across multiple time zones for seamless meeting scheduling.
- Oversaw personal and professional calendars and coordinated appointments for future events.
Pharmacy Assistant
Mercury Drug Corp. Head Office
03.1990 - 03.1998
- Supported inventory management, ensuring proper stock levels and expiration date monitoring for medication safety.
- Assisted pharmacist by filling prescriptions for customers and responding to patient questions regarding prescription and medication-specific issues.
- Enhanced customer satisfaction by providing efficient and accurate prescription filling services.
- Counted and labeled prescriptions with correct item and quantity.
- Communicated instructions to patients or caregivers about proper use and storage of drugs.
Education
Bachelor of Science - Accounting
Franklin University
Columbus, OH01.2025
Associate of Science - Accounting
Eastern Gateway Community College
Steubenville, OH06.2022
Skills
- Tax Process Improvement
- Tax Return Review
- Client Communication
- Tax Return Preparation
- Customer Service
- Individual Tax Returns
- Tax Advisement
- Critical Thinking
- Electronic Filing Software
- Client Tax Services
- Appointment Scheduling
- Tax Return Filing
Accomplishments
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Maintained 100% client retention rate year-over-year.
- Documented and resolved tax error problem which led to client sattisfaction.
Languages
Tagalog
Native or Bilingual
Arabic
Professional Working
Timeline
Senior Tax Specialist
HR Block
12.2022 - 04.2024
Office Assistant
Mail America
05.2013 - 03.2020
Pesonal Assistant
Princess Salwa Alsaud
08.1999 - 05.2012
Pharmacy Assistant
Mercury Drug Corp. Head Office
03.1990 - 03.1998
Bachelor of Science - Accounting
Franklin University
Associate of Science - Accounting
Eastern Gateway Community College
Similar Profiles
Daniel GeorgeDaniel George
Tax Preparer at HR BlockTax Preparer at HR Block
Jovonne RodriguezJovonne Rodriguez
Tax Preparer at HR BlockTax Preparer at HR Block
Helen CummingsHelen Cummings
Senior Tax Analyst at HR BlockSenior Tax Analyst at HR Block