Phyllis Woodard
Accountant
Schertz,TX
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
5
5
years of post-secondary education
16
16
years of professional experience
Work History
Manager
TL Serenity Enterprises
San Antonio, TX
08.2013 - Current
- Developed and maintained relationships with customers and suppliers through account development.
- Accomplished multiple tasks within established timeframes.
- Approved regular payroll submissions for employees.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Manage relationship with over 500 clients
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
- Prepare business formations
Tax Preparer
H&R Block
San Antonio, TX
01.2005 - 04.2013
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Completed and filed returns with tax departments at local, state and federal levels.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Interviewed 300 clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Offered clients recommendations to reduce tax liabilities.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
Doctor of Management - Nonprofit Management
Colorado Technical University
Colorado Springs, CO 01.2018 - 09.2020
Master of Science - Accounting
Colorado Technical University
Colorado Springs, CO 07.2017 - 12.2018
Bachelor of Science - Accounting
Colorado Technical University
Colorado Springs, CO 07.2015 - 06.2016
Skills
Strategic planning
undefinedCrafting
Love taking dollar store objects turning it into glam home decoration.
Timeline
Doctor of Management - Nonprofit Management
Colorado Technical University
01.2018 - 09.2020
Master of Science - Accounting
Colorado Technical University
07.2017 - 12.2018
Bachelor of Science - Accounting
Colorado Technical University
07.2015 - 06.2016
Manager
TL Serenity Enterprises
08.2013 - Current
Tax Preparer
H&R Block
01.2005 - 04.2013
Similar Profiles
TROY MARGROFFTROY MARGROFF
Commercial Truck Driver at TL MARGROFF ENTERPRISES, LLCCommercial Truck Driver at TL MARGROFF ENTERPRISES, LLC
TRANG PHANTRANG PHAN
IT Coordinator at TL Cargo/TL Shipping CenterIT Coordinator at TL Cargo/TL Shipping Center
Jim AllenJim Allen
Heavy Sales at TL EngineeringHeavy Sales at TL Engineering
Timothy ArmstrongTimothy Armstrong
Manager at Peter Piper Inc.Manager at Peter Piper Inc.
Deven JacksonDeven Jackson
Custom PC Builder at Self Employed ServicesCustom PC Builder at Self Employed Services