Paula Chavez
San Antonio
Overview
33
33
years of professional experience
Work History
Senior Tax Analyst
H&R Block Tax Svc
12.2001 - Current
- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
- Reduced tax liabilities for clients through effective tax planning strategies and analyzing financial data.
- Maintained regulatory compliance by staying up-to-date on changing tax laws, regulations, and reporting requirements.
- Conducted thorough reviews of client financial statements to identify errors or inconsistencies that could impact their tax obligations.
- Developed strong relationships with clients by providing excellent customer service and addressing their concerns promptly.
- Trained junior staff members on best practices in tax preparation, fostering a supportive learning environment within the team.
- Advised business owners on appropriate entity structures to optimize their potential tax benefits based on specific circumstances.
- Developed a reputation for excellence in the field by consistently delivering high-quality work and exceeding client expectations.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Prepared tax returns for individuals and businesses.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Administrative Assistant II
City Of San Antonio
08.1991 - Current
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Liaised between clients and vendors and maintained effective lines of communication.
- Contributed to cost reduction efforts by identifying opportunities for process improvements and negotiating vendor contracts.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Maintained up-to-date knowledge of industry best practices and office software updates to maximize efficiency in administrative tasks.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Volunteered to help with special projects of varying degrees of complexity.
Education
No Degree - Accounting
Palo Alto College
San Antonio, TXNo Degree -
San Antonio College
San Antonio, TXHigh School Diploma -
South San High School
San Antonio, TX06.1990
Skills
- Tax Exemptions
- Tax Research
- Tax Audit
- Tax Return Preparation
- Staff Training
- Payment Processing
- Tax Compliance
Timeline
Senior Tax Analyst
H&R Block Tax Svc
12.2001 - Current
Administrative Assistant II
City Of San Antonio
08.1991 - Current
No Degree - Accounting
Palo Alto College
No Degree -
San Antonio College
High School Diploma -
South San High School