Summary
Overview
Work History
Education
Skills
Baking, Singing, Playing Piano
Timeline
Generic

Penny Kennedy

Hazel Green,AL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

14
14
years of professional experience

Work History

Tax Preparer Assistant

H And R Block
01.2024 - Current
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Answered phones to assist clients with appointment setting, as well as relay messages to other office members.
  • Received payments and assisted with all client paper work. Scanning documents into the computer.

Assistant Department Manager

Kroger
05.2014 - Current
  • Demonstrated adaptability by taking on additional responsibilities when necessary, showcasing leadership potential beyond the assistant level position role scope requirements.
  • Add items to the Shelves and help maintain inventory.
  • Use the zebra a handheld device to maintain inventory in backstock as well as on the sales floor.
  • Order items for replenishment
  • Break down pallets of merchandise to be added to the shelves and maintain security items by placing security tags on high profile items.
  • Customer service is also a large part of this job. Knowing where to and how to find items for customers.

Tax Preparer

H And R Block
11.2009 - 04.2021
  • Analyzed financial records to verify accuracy of tax returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
  • Responded to inquiries from IRS and other tax authorities.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Researched tax implications for various deductions and credits.
  • Assessed client tax situations to determine best filing options.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
  • Mentored junior colleagues in tax preparation methods, contributing to a more knowledgeable and capable team.
  • Skilled at working independently and collaboratively in a team environment.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Self-motivated, with a strong sense of personal responsibility.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Excellent customer service skills, for Calling customers to schedule or reschedule appointments as well as confirm or cancel appointments accepting payments. Greeting every customer that comes through the door with a warm welcoming attitude, and smile.

Education

Associate of Science - Business Management

University of Phoenix
Tempe, AZ
01.2021

No Degree - Lotus 123

J. F. Drake Technical School
Huntsville, AL
03.1990

No Degree - Secretarial Studies And Office Administration

North Alabama Skills Center
Huntsville
11.1988

Skills

  • Tax-related research
  • Client Invoicing
  • Client Relations
  • Client Interviews
  • Office Equipment Inspection
  • Client Confidentiality
  • Payment Processing
  • Information Processing
  • Data inputting
  • Critical Thinking
  • Document Proofreading
  • Data Gathering
  • Financial statement review
  • Account Reconciliation

Baking, Singing, Playing Piano

I like to develop my own reciepes for cakes, cookies, pies and breads

I sing and play gospel music in church as well as other facilities.

Timeline

Tax Preparer Assistant

H And R Block
01.2024 - Current

Assistant Department Manager

Kroger
05.2014 - Current

Tax Preparer

H And R Block
11.2009 - 04.2021

Associate of Science - Business Management

University of Phoenix

No Degree - Lotus 123

J. F. Drake Technical School

No Degree - Secretarial Studies And Office Administration

North Alabama Skills Center

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Penny Kennedy