Randy Poe
Henderson,NEVADA
Summary
High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
44
44
years of professional experience
Work History
Tax Practitioner
H&R Block
01.2020 - 05.2023
- Utilized tax software to prepare returns and meet deadlines.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Calculated estimated tax payments for clients.
Division Business Office Director
Hca Far West Division
04.1994 - 09.2019
- Set and administered budgets with detailed tracking.
- Hired, trained and motivated well-qualified staff.
- Completed assessments of bad debt, labor costs, operating expenses and other areas of importance.
- Oversaw financial operations such as accounts receivable, accounts payable and payroll.
- Updated reports, managed accounts, and generated reports for company database.
- Prepared and submitted monthly, quarterly and annual financial statements to inform decision-makers.
- Analyzed data related to administrative costs and spending trends to prepare budgets for personnel.
- Delivered performance reviews, recommending additional training or advancements.
- Analyzed financial data to identify trends and develop forecasts for future financial performance.
- Communicated corporate objectives to various divisions to meet deadlines and adhere to company budgets.
- Assisted with development and implementation of financial policies and procedures to streamline operations.
Business Office Director
Rio Grande Regional Hospital
10.1988 - 03.1994
- Completed assessments of bad debt, labor costs, operating expenses and other areas of importance.
- Set and administered budgets with detailed tracking.
- Communicated with insurance providers to resolve payment and coverage issues.
- Oversaw financial operations such as accounts receivable, accounts payable and payroll.
- Hired, trained and motivated well-qualified staff.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Maximized cash flow through optimal billing and collection processes.
- Delivered performance reviews, recommending additional training or advancements.
- Communicated corporate objectives to various divisions to meet deadlines and adhere to company budgets.
- Assisted with development and implementation of financial policies and procedures to streamline operations.
- Utilized company's accounting systems to review reports and prepare assessments.
Staff Accountant
Diagnostic Center Hospital
03.1982 - 09.1988
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Assisted comptroller with year-end financial audits.
- Maintained integrity of general ledger and chart of accounts.
- Provided journal entries and performed accounting on accrual basis.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Accounts Payable Clerk
Hermann Hospital
11.1979 - 02.1982
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Prepared vendor invoices and processed incoming payments.
- Maintained good working relationships with vendors and resolved disputes.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Education
High School Diploma -
Southwestern High School
Detroit, MISome College (No Degree) -
Wayne County Community College District
Detroit, MISome College (No Degree) - Taxation
H&R Block Academy
Las Vegas, NVSkills
- Inquiry Requests
- Credit and Collections
- Process Improvement
- Customer Service Management
- Payment Processing
- Labor Cost Controls
- Handling Complaints
- Budgeting
- Coaching and Training
- Regulatory Requirements
- Office Administration
- Revenue Analysis
- Government Regulations
- Filing System Management
- Detailed Documentation
- Multiple State Tax Filing
Timeline
Tax Practitioner
H&R Block
01.2020 - 05.2023
Division Business Office Director
Hca Far West Division
04.1994 - 09.2019
Business Office Director
Rio Grande Regional Hospital
10.1988 - 03.1994
Staff Accountant
Diagnostic Center Hospital
03.1982 - 09.1988
Accounts Payable Clerk
Hermann Hospital
11.1979 - 02.1982
High School Diploma -
Southwestern High School
Some College (No Degree) -
Wayne County Community College District
Some College (No Degree) - Taxation
H&R Block Academy
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