Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Timeline
Generic

OMOLARA RUFAI

Austell,GA

Summary

Dynamic tax professional with extensive experience at H & R Block Tax Services, adept in multi-state tax review and compliance. Proven track record in enhancing departmental effectiveness through process improvements and staff training. Skilled in data analytics, I effectively communicate complex tax issues, ensuring clarity and compliance for clients and stakeholders alike.

Polished professional demonstrating experience in preparing federal and state income tax paperwork. An established Tax Analyst promoting exemplary problem solving, communication, and leadership skills.

Expert [Job Title] with extensive background in corporate tax field and [Area of study] degree. Significantly improved company tax position over [Number] years through rigorous adherence to federal and state tax laws and regulations. High-level tax application, financial management, and organizational skills enabled optimum outcomes.

Diligent, detail-oriented and experienced [Job Title] offering solid understanding of legal and regulatory issues surrounding [Type] activities. Background reviewing large data sets with speed and accuracy to verify integrity of information. Talent spotting anomalies in data, information and documentation.

Efficient Tax Examiner with [Number] years of tax preparation experience. Skilled in accurately transcribing updated taxpayers' demographics and other information. Type [Number] wpm and verifies accurate transcription of all forms and entries.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Recent graduate with foundational knowledge in [Area of study] and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

21
21
years of professional experience
1
1
Certification

Work History

TAX ANALYST

H & R BLOCK TAX SERVICES
01.2020 - Current
  • Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Increased [Type] departmental effectiveness through adoption of quality improvement standards and unit performance evaluations.
  • Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
  • Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
  • Attended continuing education and [Type] courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
  • Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
  • Assisted [Type] managers in planning and execution of short-term and longer term goals and objectives.
  • Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
  • Researched tax issues and stayed current on all federal and state tax laws.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
  • Calculated estimated and [Type] tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
  • Analyzed tax issues and made recommendations for remediation to management.
  • Prepared all federal and state income tax paperwork for extensions and returns.
  • Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
  • Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.
  • Produced briefs, located records and organized documentation to support court cases.
  • Kept case data and contact information up to date to expedite proceedings.
  • Prepared tax returns for individuals and businesses.
  • Recommended financial solutions in relation to tax implications.
  • Conducted call audits to assess interaction quality, accuracy and service success.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.

SENIOR TAX SPECIALIST

H & R BLOCK TAX SERVICES
01.2011 - Current
  • Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Reviewed financial reports to correctly ascertain taxation and statement requirements.
  • Computed tax depreciation rates on business assets like technology and vehicles.
  • Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
  • Oversaw team of [Number] tax preparers handling over [Number] submissions per year.
  • Handled business clients' requirements in special areas such as franchise taxation and federal highway use taxes.
  • Identified impactful regulations and incorporated changes to comply with new requirements.
  • Prepared accurate quarterly and yearly tax filings for businesses such as [Type] and [Type].
  • Completed in-depth research into tax issues affecting [Type] activities to offer expert advice and accurately prepare submissions.
  • Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
  • Classified assets correctly to properly account for depreciation on routine filings.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained compliance by adhering to current tax laws and regulations.

TAX ASSOCIATE

H & R BLOCK
01.2007 - Current
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Analyzed financial records to verify accuracy of tax returns.
  • Assessed client tax situations to determine best filing options.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Facilitated communication between clients and tax authorities.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
  • Developed spreadsheet models to accurately track tax information.
  • Calculated estimated tax payments for clients.
  • Prepared US, multistate, and international tax returns for business clients.
  • Researched tax implications for various deductions and credits.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Facilitated integration of modern tax software with client accounting software.
  • Utilized tax software to prepare returns and meet deadlines.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Responded to inquiries from IRS and other tax authorities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.

CLIENT SERVICE COORDINATOR

H& R BLOCK TAX SERVICES
01.2004 - Current
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Created customer support strategies to increase customer retention.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Collaborated with other departments to develop ways to increase customer satisfaction.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Established team priorities, maintained schedules and monitored performance.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Launched quality assurance practices for each phase of development
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Developed detailed plans based on broad guidance and direction.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Defined clear targets and objectives and communicated to other team members.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.

Education

M.ED - INSTITUTIONAL ADMINISTRATION

UNIVERSITY OF IBADAN OYO STATE
IBADAN , OYO STATE IBADAN NIGERIA
03-2004

Bachelor of Arts - EDUCATIONAL MANAGEMENT

UNIVERSITY OF IBADAN ,
IBADAN, OYO STATE, OF NIGERIA
11-2000

Master of Arts - BUSINESS EDUCATION WITH A MAJOR IN ACCOUNTING EDU

LAGOS STATECOLLEGE OF EDUCATION
IJANIKIN , LAGOS STATE NIGERIA
05-1995

High School Diploma -

IMMACULATE HEART COMPREHENSIVE HIGH SCHOOL
LAGOS , LAGOS STATE
06-1989

Skills

  • Multi-state tax review
  • Onesource
  • Verbal and written communication
  • Accounting principles
  • Skilled in [software]
  • Staff training
  • Tax return filing
  • Tax exemptions
  • Project management
  • Process improvements
  • Multi-state tax returns
  • Regulations and compliance
  • Data analytics
  • Project coordination

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of [Number] in the development of [Project name].
  • Resolved product issue through consumer testing.
  • Achieved [Result] through effectively helping with [Task].
  • Achieved [Result] by introducing [Software] for [Type] tasks.
  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Documented and resolved [Issue] which led to [Results].
  • Supervised team of [Number] staff members.

Affiliations

  • INSTITUTION OF TAX PREPARERS

Certification

  • Licensed [Job Title] - [Timeframe]
  • [Area of certification] Training - [Timeframe]
  • [Area of expertise] License - [Timeframe]
  • Certified [Job Title], [Company Name] - [Timeframe]

Languages

English
Full Professional

Timeline

TAX ANALYST

H & R BLOCK TAX SERVICES
01.2020 - Current

SENIOR TAX SPECIALIST

H & R BLOCK TAX SERVICES
01.2011 - Current

TAX ASSOCIATE

H & R BLOCK
01.2007 - Current

CLIENT SERVICE COORDINATOR

H& R BLOCK TAX SERVICES
01.2004 - Current

M.ED - INSTITUTIONAL ADMINISTRATION

UNIVERSITY OF IBADAN OYO STATE

Bachelor of Arts - EDUCATIONAL MANAGEMENT

UNIVERSITY OF IBADAN ,

Master of Arts - BUSINESS EDUCATION WITH A MAJOR IN ACCOUNTING EDU

LAGOS STATECOLLEGE OF EDUCATION

High School Diploma -

IMMACULATE HEART COMPREHENSIVE HIGH SCHOOL

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OMOLARA RUFAI