Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
21
21
years of professional experience
Work History
Tax Associate
H & R Block Tax Services
12.2024 - Current
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
Marketing and Communications Project Manager
Self-employeed
08.2023 - Current
Enhanced brand visibility by developing and implementing strategic marketing campaigns.
Developed targeted email marketing campaigns for lead generation and increased conversion rates.
Increased customer engagement by creating compelling content for social media channels and company website.
Supported sales team with tailored collateral materials, enhancing their ability to close deals effectively.
Oversaw internal communications efforts, fostering a positive work environment through transparent information sharing.
Conducted market research to identify new opportunities and inform future marketing decisions.
Evaluated campaign performance using analytics tools, providing insights for improvement in future initiatives.
Coordinated effective placements of media announcements, billboards and print ads for maximum effectiveness and exposure.
Office Manager
Lofton Construction
01.2004 - 02.2019
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
Spearheaded community outreach initiatives, improving company's local reputation and engagement.
Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
Education
Bachelor of Science - Marketing And Communications
Champlain College
Burlington, VT
12-2024
Skills
Tax compliance
International taxation
Transfer pricing
Nonprofit taxation
Accounting principles
Organization skills
Local, state, and federal tax returns
Client communication
Verbal/written communication
Data inputting
Document preparation
Account reconciliation
Filing system management
Risk management
Records management
Bookkeeping
QuickBooks proficiency
Timeline
Tax Associate
H & R Block Tax Services
12.2024 - Current
Marketing and Communications Project Manager
Self-employeed
08.2023 - Current
Office Manager
Lofton Construction
01.2004 - 02.2019
Bachelor of Science - Marketing And Communications