Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Rosalie Robinson

Hayward,CA

Summary

Detail-oriented Tax Preparer with 13 years of experience in tax preparation for individual, small business, partnerships, corporations and trust tax returns. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Proficient at providing tax training and mentoring to new tax preparers as well as working with clients to resolve issues with federal and state tax authorities.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Enrolled Agent, Master Tax Advisor

H&R Block Company
01.2013 - Current
  • Managed diverse portfolio of 300 individual and business clients yearly across various industries, tailoring services accordingly.
  • Resolved IRS issues for 20 - 30 clients yearly, including liens, levies, penalties, and unfiled returns.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Developed and delivered customized tax planning services, resulting in effective long-term financial management for clients.
  • Mentored new hires to develop their understanding of complex tax concepts, fostering a supportive learning environment.
  • Collaborated with fellow Enrolled Agents to develop best practices for tax planning and preparation services.
  • Provided ongoing consultation services to small business and high-net-worth individuals, addressing their unique financial needs and concerns.
  • Analyzed financial records to verify accuracy of tax returns.

Marketing Manager

Cisco Systems, Inc.
01.2010 - 01.2013
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
  • Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
  • Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
  • Researched developing trends to stay updated with new ideas and marketing practices.
  • Managed workflow between staff, coordinating documents, planning, and creative material distribution.

Education

Bachelor of Arts - Education

Drake University
Des Moines, IA

Skills

  • Income Tax Preparation
  • IRS Representation
  • Business Taxation
  • Financial Analysis Abilities
  • Tax Research Proficiency
  • Tax Debt Resolution
  • Verbal/written communication
  • Financial Statements
  • Payroll familiarity

Certification

  • EA - Enrolled Agent
  • Small Business Certified, H&R Block Company 2020 to present

Timeline

Enrolled Agent, Master Tax Advisor

H&R Block Company
01.2013 - Current

Marketing Manager

Cisco Systems, Inc.
01.2010 - 01.2013

Bachelor of Arts - Education

Drake University

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Rosalie Robinson