Silverbud "Buddy" Robinson
Amarillo,HI
Summary
Accomplished Senior Tax Analyst with 8 years of broad tax expertise. Detail-oriented and personable finance professional with proven to communicate effectively with every personnel level. Highly qualified individual with a strong background in researching tax issues. A deadline-driven Tax Analyst possessing expertise in preparing federal and state income tax paperwork.
Overview
22
22
years of professional experience
Work History
Senior Tax Analyst
H&R BLOCK, INC
EWA BEACH, HI
01.2016 - 04.2024
- Filed electronically through approved software programs.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Assisted customers with any questions they had about their taxes or filing status.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Prepared and reviewed tax returns for individuals and trusts.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Conducted thorough client interviews to gather necessary tax information.
- Assisted clients with income tax planning strategies.
- Reviewed financial documents to identify potential deductions and credits.
- Provided timely responses to client inquiries regarding taxes.
- Verified client data for correctness before submitting tax returns.
- Stayed current on changes to tax laws and regulations.
- Educated clients on available tax-saving opportunities.
- Developed strong relationships with clients through excellent communication skills.
- Offered year-round support for any amendments or audits required by IRS.
Accounts Receivable Supervisor
Webco Hawaii
Honolulu, HAWAII
08.2002 - 04.2024
- Monitored online banking systems for electronic payments made by customers.
- Analyzed financial data and generated reports for management review.
- Participated in implementing a new ERP system for Accounts Receivable department.
- Conducted regular reconciliation activities on customer accounts to verify accuracy of balances.
- Evaluated existing processes and proposed improvements to streamline workflow efficiency.
- Coordinated with sales staff to resolve any discrepancies between invoices and actual orders received from customers.
- Prepared month-end closing entries related to Accounts Receivable transactions.
- Performed periodic reviews of unapplied cash items on the general ledger accounts.
- Created monthly aging report for review by management team.
- Provided training sessions for new employees on Accounts Receivable procedures and policies.
- Maintained accurate records of customer account activity including invoices, payments, credits, adjustments.
- Developed and implemented effective strategies to reduce delinquency rates within Accounts Receivable accounts.
- Tracked all incoming payments received via check, ACH and wire transfer or other methods.
- Managed collection process for past due receivables while maintaining good relationships with customers.
- Generated monthly aging reports for review by management team.
- Reviewed credit applications from customers before extending credit terms.
- Resolved customer queries related to billing issues or payment discrepancies in a timely manner.
- Ensured compliance with accounting policies and procedures as well as government regulations.
- Supervised and monitored the daily operations of Accounts Receivable department to ensure accuracy, completeness, and timeliness of customer payments.
- Interacted with external auditors during year-end audit process when needed.
- Investigated disputes regarding unpaid invoices and worked with clients to resolve them in an amicable manner.
- Conducted credit checks on new customers prior to extending credit terms.
- Provided training and guidance to Accounts Receivable staff members as needed.
- Negotiated payment plans with past due customers while ensuring full compliance with company policies.
Education
Bachelor of Arts - ACCOUNTING MANAGEMENT
American InterContinental University
Schaumburg, IL12-2011
Associate of Arts -
Santa Ana College
Santa Ana, CA05-1979
Bachelor of Arts - Sociology
San Jose State University
San Jose, CASkills
- Tax Return Preparation
- Project management abilities
- Tax planning strategies
- Staff Training
Timeline
Senior Tax Analyst
H&R BLOCK, INC
01.2016 - 04.2024
Accounts Receivable Supervisor
Webco Hawaii
08.2002 - 04.2024
Bachelor of Arts - ACCOUNTING MANAGEMENT
American InterContinental University
Associate of Arts -
Santa Ana College
Bachelor of Arts - Sociology
San Jose State University
Similar Profiles
Doris M. EscobarDoris M. Escobar
Multi Unit Team Leader at H&R Block, IncMulti Unit Team Leader at H&R Block, Inc
Nelson Ambrocio-vegaNelson Ambrocio-vega
City Ambassador at Block by BlockCity Ambassador at Block by Block
Jordan PowellJordan Powell
Cambridge ambassador at Block by BlockCambridge ambassador at Block by Block