Summary
Overview
Work History
Skills
Certification
Timeline
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Shawna Mosqueda

Cheyenne,WY

Summary

Accomplished Senior Tax Analyst at H&R Block with expertise in tax compliance and process improvement. Leveraged strong communication skills to advise clients on tax strategies, optimizing deductions and credits. Successfully conducted audits, identifying discrepancies and implementing corrective actions, resulting in a 20% increase in client satisfaction. Proficient in tax software and multi-state tax review.

Tax professional prepared for high-impact roles in tax analysis and management. Extensive experience in tax research, compliance, and strategy. Known for fostering team collaboration and driving results. Proficient in tax regulations, financial analysis, and adaptable to dynamic environments.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Senior Tax Analyst

H&R Block
01.2022 - 01.2025
  • Analyzed complex tax situations to ensure compliance with federal, state, and local regulations.
  • Prepared detailed tax returns for diverse clientele, optimizing deductions and credits for maximum benefit.
  • Reviewed and interpreted tax legislation changes to provide strategic guidance to clients and internal teams.
  • Conducted comprehensive audits of client accounts, identifying discrepancies and implementing corrective actions promptly.
  • Participated in professional development opportunities to stay current on relevant industry trends and tax regulations.
  • Advised business owners on appropriate entity structures to optimize their potential tax benefits based on specific circumstances.
  • Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.

Owner Kennel Club

Self-employeed
03.2002 - 08.2020
  • Breed and showed Cavalier King Charles Spaniels
  • Developed business strategies that enhanced customer engagement and retention.
  • Implemented process improvements that increased operational efficiency and reduced costs.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.

Team Leader

Community Pet Hospital
04.2011 - 10.2014
  • Led cross-functional teams to achieve operational goals and improve team productivity.
  • Mentored junior staff, fostering professional growth and skill development.
  • Streamlined communication channels between departments to ensure project alignment.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.

Office Manager

Steel Unlimited
02.1998 - 04.2002
  • Coordinated office operations to enhance workflow efficiency and support team collaboration.
  • Streamlined communication processes, fostering improved information sharing across departments.
  • Developed and implemented administrative procedures that increased operational effectiveness.
  • Oversaw inventory management, maintaining accurate records and ensuring resource availability.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.

Skills

  • Strong communication skills
  • State and local taxation
  • Tax process improvement
  • Tax law interpretation
  • Tax research
  • Tax compliance expertise
  • Tax return preparation
  • Critical thinking aptitude
  • Accounting principles
  • Tax software proficiency
  • Verbal and written communication
  • Tax return filing
  • Research and documentation
  • Multi-state tax review

Certification

Completed levels 1 - 5 H&R Block training courses. Level 5 being certified as a Senior Tax Analyist.

Timeline

Senior Tax Analyst

H&R Block
01.2022 - 01.2025

Team Leader

Community Pet Hospital
04.2011 - 10.2014

Owner Kennel Club

Self-employeed
03.2002 - 08.2020

Office Manager

Steel Unlimited
02.1998 - 04.2002
Shawna Mosqueda