Marjorie Budahn
Sun City Center,FL
Summary
Dynamic tax advisor with a solid background in tax compliance and strategic planning. Known for effective communication and collaboration with clients, enhancing tax preparation processes and ensuring adherence to regulations.
Overview
22
22
years of professional experience
Work History
Tax Reviewer
Vita
01.2024 - 04.2024
- Assisted in reviewing tax documents for compliance with regulations
- Learned to utilize tax software for accurate data entry and analysis
- Supported preparation of client tax returns under supervision
- Conducted research on tax laws to enhance understanding and application
Tax Manager
HR Block
01.2023 - 04.2023
- Prepared and reviewed tax returns for individual and business clients.
- Assisted in developing strategies for tax planning and compliance.
- Researched tax regulations to ensure adherence and accuracy.
- Collaborated with clients to gather necessary documentation for filings.
Tax Preparer
Jackson Hewitt Tax Service - Northern Virginia
01.2022 - 04.2022
- Prepared individual and business tax returns using tax software to ensure compliance with federal and state regulations.
- Conducted client interviews to gather necessary financial information for accurate tax filing.
- Assisted clients in understanding tax deductions and credits applicable to their situations.
- Reviewed documents for accuracy, ensuring all necessary information was included before submission.
President Marjorie Budahn CPA
Marjorie Budahn
07.2002 - 11.2017
- Directed strategic initiatives to align organizational goals with operational efficiency.
- Developed and implemented policies enhancing company culture and employee engagement.
- Fostered partnerships with stakeholders to support business growth and sustainability efforts.
- Analyzed market trends to inform decision-making and drive competitive advantage.
Education
Bachelor of Science -
Lakeland College
01-2007
Skills
- Tax advisory services
- Tax process improvement
- Tax law interpretation
- Tax compliance expertise
Timeline
Tax Reviewer
Vita
01.2024 - 04.2024
Tax Manager
HR Block
01.2023 - 04.2023
Tax Preparer
Jackson Hewitt Tax Service - Northern Virginia
01.2022 - 04.2022
President Marjorie Budahn CPA
Marjorie Budahn
07.2002 - 11.2017
Bachelor of Science -
Lakeland College