Patricia Peterson
Austin,TX
Summary
Detail-oriented professional with a strong background in financial analysis and effective communication. Expertise in individual taxation and resolving client inquiries, aiming to leverage skills to minimize tax burdens and enhance compliance for clients. Astute Senior Tax Specialist recognized for high productivity and efficient task completion. Possess deep knowledge in tax regulation compliance, strategic tax planning, and financial analysis. Excel in complex problem-solving, critical thinking, and effective communication, ensuring seamless operations and client satisfaction.
Overview
26
26
years of professional experience
Work History
Senior Tax Specialist
HR Block
Manhattan, Kansas
01.2000 - Current
- Prepared complex tax returns for individual and small business clients.
- Analyzed financial data to ensure compliance with state and federal laws.
- Assisted in resolving client inquiries regarding tax issues promptly.
- Evaluated tax regulations and suggested policies to diminish tax burden.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Reviewed client financial documents for accuracy and completeness.
Library Director
Riley City Library
Riley, Kansas
09.2016 - 11.2025
- Managed library operations and staff to enhance service delivery.
- Oversaw budget management and resource allocation for library services.
- Collaborated with local schools to promote literacy and educational resources.
- Evaluated library services regularly to identify areas for improvement.
- Created and maintained budgets for library operations and programs.
- Maintained up-to-date records of circulation.
- Managed collection development activities such as ordering new books and materials.
Education
Bachelor of Science - Business Administration
Kansas State University
Manhattan, KS05-1998
Skills
- Return preparation
- Financial analysis
- Problem solving
- Effective communication
- Client management
- Tax due diligence
- Individual taxation expertise
Timeline
Library Director
Riley City Library
09.2016 - 11.2025
Senior Tax Specialist
HR Block
01.2000 - Current
Bachelor of Science - Business Administration
Kansas State University