Summary
Overview
Work History
Education
Skills
Teach arts and Crafts in summer at Youth camps
Timeline
Generic

Lynn Votow

Ogilvie,MN

Summary

Accomplished Senior Tax Analyst at H and R Block, renowned for leveraging strong communication skills and tax compliance expertise to reduce client tax liabilities and enhance corporate transparency. Demonstrated leadership in managing multiple projects, achieving significant improvements in tax process efficiency. Skilled in tax software and known for exceptional problem-solving abilities, consistently exceeding client expectations.

Overview

34
34
years of professional experience

Work History

Senior Tax Analyst

H and R Block
11.2013 - Current
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
  • Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Attended continuing education and IRS courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
  • Assisted office managers in planning and execution of short-term and longer-term goals and objectives.
  • Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Calculated estimated and identify tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
  • Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
  • Developed a reputation for excellence in the field by consistently delivering high-quality work and exceeding client expectations.
  • Reduced tax liabilities for clients through effective tax planning strategies and analyzing financial data.
  • Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons.
  • Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
  • Participated in professional development opportunities to stay current on relevant industry trends and tax regulations.
  • Advised business owners on appropriate entity structures to optimize their potential tax benefits based on specific circumstances.
  • Developed strong relationships with clients by providing excellent customer service and addressing their concerns promptly.
  • Prepared detailed reports outlining clients'' taxable income, deductions, credits, and other relevant information for review by management.
  • Maintained regulatory compliance by staying up to date on changing tax laws, regulations, and reporting requirements.
  • Increased company revenue by identifying potential tax savings opportunities through research and analysis of current tax laws.
  • Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.
  • Conducted thorough reviews of client financial statements to identify errors or inconsistencies that could impact their tax obligations.
  • Analyzed tax issues and made recommendations for remediation to management.
  • Researched tax issues and stayed current on all federal and state tax laws.
  • Communicated complex tax issues and terminology with others by explaining in easily understood terms.
  • Prepared all federal and state income tax paperwork for extensions and returns.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.
  • Prepared tax returns for individuals and businesses.
  • Kept case data and contact information up to date to expedite proceedings.
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
  • Recommended financial solutions in relation to tax implications.
  • Produced briefs, located records and organized documentation to support court cases.

Rental Property Manager

Self
04.2008 - Current
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Provided exceptional customer service to both current and prospective tenants, fostering a positive living environment within rental properties.
  • Ensured timely completion of routine property inspections, maintaining a high level of safety and compliance with regulations.
  • Increased tenant satisfaction by promptly addressing concerns and resolving maintenance issues.
  • Maintained accurate financial records, ensuring clear communication with property owners regarding income and expenses.
  • Coordinated move-in and move-out processes, providing a seamless transition experience for tenants.
  • Managed lease renewals proactively, retaining existing tenants at higher rates while minimizing turnover-related expenses like unit cleanings or marketing efforts.
  • Implemented efficient systems for tracking property maintenance tasks, preventing costly repairs due to oversight or neglect.
  • Evaluated and recommended changes in rental pricing strategies to remain competitive in market.
  • Negotiated favorable terms for lease agreements, securing optimal rental rates for property owners.
  • Reduced vacancy rates through effective marketing and advertising of rental properties.
  • Developed strong relationships with local businesses and community organizations to enhance the reputation of rental properties in the area.
  • Implemented energy-efficient upgrades to properties when appropriate, resulting in lower utility costs for tenants and improved sustainability ratings overall.
  • Conducted thorough background checks on prospective tenants, reducing instances of late payments and evictions.
  • Evaluated market trends to determine competitive rental pricing strategies that maximize profit potential for property owners.
  • Monitored tenant behavior and implemented corrective action to maintain order in assigned properties.
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.
  • Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
  • Coordinated with janitorial and engineering staff on maintenance and upkeep.
  • Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
  • Collected and maintained careful records of rental payments and payment dates.
  • Conducted regular inspections of both interior and exterior of properties for damage.
  • Delivered emergency 24-hour on-call service for tenants on building issues.
  • Implemented and enforced policies and procedures to maintain properties to highest standards.
  • Maximized rental income while minimizing expenses through effective planning and control.
  • Kept properties in compliance with local, state, and federal regulations.

Senior Claims Administrator and Secretary

Insurance Overload Staffing Systems
09.1990 - 05.1999
  • Implemented quality control measures in the claim review process to reduce instances of overpayment or underpayment of benefits.
  • Reduced claim resolution times by proactively addressing potential issues and effectively communicating with involved parties.
  • Promoted a positive work environment within the team by consistently offering support when needed while maintaining a professional demeanor.
  • Effectively negotiated settlements with claimants while maintaining positive relationships on behalf of the organization.
  • Enhanced productivity levels within the team through effective delegation of tasks and prioritization of workload.
  • Provided excellent customer service by responding promptly to inquiries from policyholders, providers, and colleagues regarding claim status or issues encountered during processing steps.
  • Successfully managed multiple projects simultaneously while maintaining focus on deadlines and deliverables.
  • Managed high volumes of complex claims, demonstrating exceptional attention to detail and organizational skills.
  • Continuously updated personal knowledge of industry trends and regulations through ongoing professional development opportunities, contributing to the team''s overall expertise in claims administration.
  • Maintained strict compliance with industry regulations and company policies during all stages of the claims process, minimizing risk exposure for the organization.
  • Mentored junior administrators, sharing knowledge of claims processes and best practices to help them develop their skills further.
  • Conducted thorough investigations into suspicious claims by analyzing available evidence—such as medical records, statements from witnesses—to identify fraud or misrepresentation attempts.
  • Increased customer satisfaction with timely and accurate claim settlements, ensuring thorough investigation and fair resolutions.
  • Maintained accurate records of all claim-related communications and documentation, ensuring easy retrieval when needed for audits or legal proceedings.
  • Investigated, evaluated and adjusted multi-line claims in accordance with standards and laws.
  • Examined claims forms and other records to determine insurance coverage.
  • Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
  • Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Conducted day-to-day administrative tasks to maintain information files and process paperwork.
  • Researched claims and incident information to deliver solutions and resolve problems.
  • Analyzed information gathered by investigation and reported findings and recommendations.
  • Conducted comprehensive interviews of witnesses and claimants to gather facts and information.

Education

Associate of Science - Business Administration Management And Accounting

Minnesota School of Business
St Cloud MN

No Degree - Video Production And Technology

School of Communication Arts
Minneapolis, MN

Skills

  • Strong Communication Skills
  • State and Local Taxation
  • Tax Process Improvement
  • Tax Law Interpretation
  • Time Management Capabilities
  • Tax Compliance Expertise
  • Tax Research
  • Critical thinking aptitude
  • Tax Return Preparation
  • Staff Training
  • Tax Software Proficiency
  • Tax Provision Calculation
  • Tax Compliance
  • Project management abilities
  • Indirect Tax Management
  • Accounting principles knowledge
  • Tax Audit Defense
  • Tax Exemptions
  • Corporate Tax Return Preparation
  • Tax Risk Assessment
  • Tax Credit Utilization
  • Property Tax Management
  • Corporate Tax Understanding
  • Sales and Use Tax Knowledge
  • Payroll Tax Compliance
  • Income Tax Expertise
  • Tax Research Proficiency
  • Verbal and written communication
  • Multi-state tax returns
  • Organizational abilities
  • Research and documentation
  • Tax Return Filing
  • Regulations and compliance
  • Regulatory understanding
  • Skilled in [Software]
  • Process Improvements
  • Project Management
  • Data Analytics
  • Project Coordination
  • Detailed documentation
  • Proficient in [Software]
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Leadership skills
  • Problem-solving abilities
  • Multitasking
  • Multitasking Abilities
  • Reliability
  • Excellent Communication
  • Critical Thinking
  • Strategic Thinking
  • Active Listening
  • Decision-making skills
  • Team Collaboration
  • Effective Communication
  • Adaptability and Flexibility
  • Data entry skills
  • Basic accounting principles
  • Decision-Making
  • Recordkeeping and documentation
  • Teamwork skills
  • Relationship Building
  • Microsoft Office proficiency
  • Task Prioritization
  • Account discrepancies
  • Self Motivation
  • Interpersonal Skills
  • Analytical Thinking
  • Conflict Resolution
  • Goal Setting
  • Risk Assessment
  • Professionalism
  • Interpersonal Communication
  • Account Reconciliation
  • Public Speaking
  • Strategic Planning
  • Payment Processing
  • Time management abilities
  • Continuous Improvement
  • Adaptability
  • Written Communication
  • Financial record keeping
  • Data Analysis
  • Audits
  • Report Writing
  • Tax code interpretation
  • Professional Demeanor
  • Problem-solving aptitude

Teach arts and Crafts in summer at Youth camps

I have been teaching all kinds of arts and crafts for over 20 years to home school families and at summer youth camps. I enjoy working with crafts and there is a wide range of crafts I do from painting, wood work, tye dye and many other crafts. I have also worked teaching classes at home school coops.

Timeline

Senior Tax Analyst

H and R Block
11.2013 - Current

Rental Property Manager

Self
04.2008 - Current

Senior Claims Administrator and Secretary

Insurance Overload Staffing Systems
09.1990 - 05.1999

Associate of Science - Business Administration Management And Accounting

Minnesota School of Business

No Degree - Video Production And Technology

School of Communication Arts

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Lynn Votow