Open To Work
Rachael Kimpling
Evansville,IL
Summary
Polished professional demonstrating experience in preparing federal, state and local income tax preparation. An established Tax Analyst promoting exemplary problem solving, improving customer satisfaction and leadership skills. Able to exercise independent judgment and decision making while upholding procedural and ethical standards.
Overview
10
10
years of professional experience
Work History
Tax Analyst
H&R Block
Boonville & Evansville, Indiana
01.2021 - 05.2021
- Researched tax issues and stayed current on all federal and state tax laws.
- Prepared 325 federal and state income tax returns in 2021 my second year of preparing taxes.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Takes continuing education courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Set up payment plans and worked with delinquent taxpayers to resolve both Federal and State issues.
- Interviewed clients to obtain information needed to accurately prepare their tax return.
- Reviewed financial records, statements and documentation in order to determine forms needed to prepare tax returns.
- Consulted tax resources and law book handbooks in order to determine procedures for tax returns as needed.
- Provided taxpayers with information and advice regarding tax situations for current and future tax years.
- Maintained positive relationships with clients, handled up to 50 phone calls daily and emails.
- Ensured confidentiality of client information.
- Prepared multi-state tax returns with compliance of federal and state law.
- Provided taxation consultancy and explained intricacies of tax laws to individual clients and small business owners.
Tax Preparer
H&R Block
Boonville & Evansville, Indiana
11.2020 - 12.2020
- Interviewed clients to collect information and gather necessary paperwork prior to filling out and completing Emerald Advance Loan.
- Consulted clients on company terms and conditions for Emerald Advance Loan.
- Issued and reissued Prepaid Emerald Cards.
- Answered phones calls, and set client appointments for Emerald Advance Loan season and for up coming tax season.
- Consulted clients on Federal and State tax notices.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Provided information about available products and services, including Emerald Advance Loan and Prepaid Emerald Card services, to previous and new clients.
- Worked at several different office location's in Evansville, Indiana and Henderson, Kentucky locations.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Verified completeness of provided details when processing Emerald Advance Loan and Prepaid Emerald Card applications.
- Met with clients to address and resolve concerns.
- Worked flexible hours; nights, weekends, and holiday shifts.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Leveled up from level 2 Tax Preparer to Level 4 Tax Analyst by completing level 3 and level 4 by the end of my first year of being Tax Professional.
Tax Preparer
H&R Block
Boonville & Evansville, Indiana
01.2020 - 07.2020
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state and federal levels.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Provided information about available products and services, including Refund Advance, Second Look Review, Peace of Mind, Tax Identity Shield, Refund Transfer services, to all clients.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Completed level 2, level 3 and level 4 in first year.
- Worked at any office location that was needed and would work Monday through Sunday.
Manager
Crossroads Grocery And Deli
Coushatta, Louisiana
08.2007 - 11.2014
- Took over daily operations and employee management of family's business after the owner and mother, Betty Stoute was medically unable to run daily operations.
- Managed inventory control, cash control and store opening and closing procedures.
- Financial decisions regarding maintaining of business building, land, gas pumps/tanks, employee hourly pay, employee pay raise, and RV hookups.
- Completed all daily point of sale opening and closing procedures, including counting contents of cash register.
- Oversaw balancing of cash registers, reconciled transactions and deposited business earnings into bank.
- Rotated merchandise and displays to feature new products and promotions.
- Scheduled and led weekly store meetings for all employees to discuss sales and inventory while providing a platform for all to voice concerns.
- Protected store from loss or theft by setting and enforcing clear security policies.
- Set effective store hours.
- Delivered positive results by controlling monthly operations budget, and limiting financial discrepancies.
- Set, enforced and optimized internal policies to maintain a positive work environment.
- Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
- Payroll, computed payroll taxes, approved and distributed employee paychecks.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
- Hired, trained, supervised employee's, demoted and terminated employees.
- Controlled inventory costs by carefully limiting portion sizes, using garnishes to control food cost and reducing waste in the Deli.
- Set schedules for staff by planning and designating shifts and hours.
- Organized and oversaw food service training to educate employees on various tasks, including resetting tables, relaying orders to cooks and upselling food and beverages.
- Reviewed pricing and ordered food ingredients, kitchen appliances and supplies.
- Set and oversaw the daily lunch specials.
- Created new recipes, outlined steps and training staff on correct preparation.
- Delivered front-end support to staff during rush periods and as needed.
- Assessed and inspected the Deli, Kitchen, and Dine-In areas daily to make sure that all Health Regulations food safety and sanitation guidelines were being fallowed by all employee's.
- Prevented food spoilage by monitoring dates, rotating stock and following proper storage procedures.
- Inspected equipment, refrigerators and warming lamps to check compliance with safe operating levels.
Manager
Monsour Communications
Coushatta, Louisiana
02.2006 - 08.2007
- Managed inventory control, cash control and store opening and closing procedures.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Completed all point of sale opening and closing procedures, including counting contents of cash register, and completed daily bank deposits.
- Rotated merchandise and displays to feature new products and promotions.
- Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
- Supervised and helped customer's at front counter, answering questions regarding products, processing bill payment of monthly service plans, and cashed out customers.
- Coached sales associates in product specifications, sales incentives and selling techniques, increasing customer satisfaction ratings.
- Attended weekly meetings at Head Office in Natchitoches, Louisianans to identify techniques to overcome sales obstacles, to help employee sales, discuss individual employee sales ratings, learn about new upcoming cellular phones, devices and new promotional cellular service plans. And to also pick up any inventory that Head Office ordered for Coushatta's Office.
Education
High School Diploma -
Martin High School
Coushatta, LA05.1996
Skills
- Individual and Small Business Tax Return Preparation
- Tax Research
- Client Tax Services and Advisement
- Appointment Scheduling
- Relationship Building
- Customer Service
- Critical Thinking
- Management and Staff Management
- Marketing
Hobbies
- Drawing, Sketching, Painting, Woodcrafts, and Computer Arts and Graphics.
Languages
English
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeLocation Preference
RemoteTimeline
Tax Analyst
H&R Block
01.2021 - 05.2021
Tax Preparer
H&R Block
11.2020 - 12.2020
Tax Preparer
H&R Block
01.2020 - 07.2020
Manager
Crossroads Grocery And Deli
08.2007 - 11.2014
Manager
Monsour Communications
02.2006 - 08.2007
High School Diploma -
Martin High School