Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
11
11
years of professional experience
Work History
Tax Lead
Intuit
01.2022 - Current
Engaged in relevant conferences and training sessions to stay informed about changes and advancement in taxation law.
Analyzed financial documents to ensure accurate reporting of income, deductions, exemptions, and credits.
Researched industry trends, changes in legislation, court decisions and other factors affecting taxation treatments.
Assessed tax returns for accuracy, completeness, and compliance with applicable tax laws and regulations.
Maintained up-to-date knowledge on federal, state, and local tax regulations.
Tax Preparer & Bookkeeper
H&R Block
01.2015 - 09.2021
Palatka, (at time of hire, business was a franchise then turned into corporation), Began here in 2015. In 2018, continued on from there with another franchise located in Hawthorne and became manager.
Developed comprehensive spreadsheets documenting various income sources along with deductions, credits, and estimated payments.
Advised and guided clients through the process of addressing IRS notices of deficiency or audit findings.
Simplified complex tax regulations for clients’ comprehension.
Maximized cost savings for clients by identifying potential deductions to minimize tax liabilities.
Ensured the accuracy of all client transactions and filings.
Advised clients on the best strategies for filing taxes efficiently and legally.