Michele Mckiernan
Franklinton,NC
Summary
Quality-driven Team Leader with proven record of excellent job performance. Manages projects at each stage with diligent and attentive approach, carefully checking details and testing assumptions. Skilled in training junior personnel in principles and practices.
Veteran Senior Tax Proffesional specializing in individual and small business tax planning and tax return preparation. Expert in maximizing returns by uncovering unclaimed deductions. Detail-oriented and quick to implement changes in tax regulations into daily procedures. Skilled in generating new business through personalized relationship building.
Overview
11
11
years of professional experience
Work History
Senior Tax Associate
HR Block
Raleigh, North Carolina
10.2016 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Classified assets correctly to properly account for depreciation on routine filings.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Oversaw team of 8 tax preparers handling over 750 submissions per year.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Facilitated communication between clients and tax authorities.
Assistant Manager/Team Leader
HR Block
Raleigh, North Carolina
10.2016 - Current
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
Education
Bookkeeping Certification - Computer Accounting
Modesto Junior College
Modesto, CA05.2017
Bachelor of Science - Business Administration
California State University Stanislaus
Turlock, CA05.1993
Skills
- Intuit QuickBooks
- Deductible Expense Identification
- Individual Income Tax Preparation
- IRS Correspondence
- Customer Retention Strategies
- Bank Deposits
- Accounts Payable and Accounts Receivable
- Valid PTIN
- Client Invoicing
- Team Training
- Financial Statements Expertise
- Mortgage-Related Documents
Timeline
Senior Tax Associate
HR Block
10.2016 - Current
Assistant Manager/Team Leader
HR Block
10.2016 - Current
Bookkeeping Certification - Computer Accounting
Modesto Junior College
Bachelor of Science - Business Administration
California State University Stanislaus
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