Detail-oriented Senior Tax Specialist with proven skills in tax preparation, regulatory compliance, and client education. Committed to delivering accurate financial reporting and streamlining processes for enhanced efficiency.
Overview
2
2
years of professional experience
Work History
Senior Tax Specialist
H&R Block
Newington, Connecticut
09.2024 - Current
Prepared and reviewed federal and state tax returns for clients.
Assisted clients in understanding tax regulations and compliance requirements.
Collaborated with team members to streamline tax preparation processes, enhancing accuracy and reducing turnaround time.
Educated clients on potential deductions and credits available to them.
Maintained up-to-date knowledge of changes in tax legislation and policies.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Researched and resolved discrepancies in tax documents.
Developed plans for responding efficiently and effectively to notices received from taxing authorities.