Stacie Swisher
Fairmont,WV
Summary
Accomplished Senior Tax Analyst/Office Manager at H&R Block, adept in state and local taxation and showcasing strong communication skills. Renowned for enhancing tax compliance, reducing liabilities, and fostering team growth. Achieved significant improvements in procedural compliance and client satisfaction, leveraging critical thinking and negotiation expertise. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
28
28
years of professional experience
Work History
Senior Tax Analyst/Office Manager
H&r Block
09.2008 - Current
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.
- Collaborated with cross-functional teams to resolve accounting discrepancies related to taxes, ensuring accurate financial records.
- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
- Trained junior staff members on best practices in tax preparation, fostering a supportive learning environment within the team.
- Reduced tax liabilities for clients through effective tax planning strategies and analyzing financial data.
- Developed a reputation for excellence in the field by consistently delivering high-quality work and exceeding client expectations.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- 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.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Substitute Teacher
Marion County Schools
09.2002 - 05.2009
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Assisted in creating a safe and nurturing classroom environment that promoted emotional well-being and academic growth for all students.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
Family Support Specialist
DHHR
03.1996 - 06.2002
- Enhanced family well-being by providing comprehensive support services and resources.
- Assisted families in navigating complex social service systems to access needed supports and benefits.
- Conducted regular home visits to assess family progress and adjust support plans as needed.
- Maintained detailed case notes documenting client interactions, interventions provided, progress made, and any barriers encountered during service delivery.
- Liaised with relevant agencies such as schools or medical providers for seamless coordination of care.
- Established trusting relationships with clients, fostering a supportive environment conducive to growth and change.
- Completed comprehensive assessments of families to identify needs and develop treatment plans.
Education
Bachelor of Arts - Education
Fairmont State University
Fairmont, WV12.1995
High School Diploma -
Fairmont Senior High School
Fairmont, WV 05.1990
Skills
- Strong Communication Skills
- State and Local Taxation
- Tax Process Improvement
- Tax Law Interpretation
- Critical thinking aptitude
- Income Tax Expertise
- Verbal and written communication
- Organizational abilities
- Research and documentation
- Recordkeeping and documentation
- Excellent negotiation skills
Timeline
Senior Tax Analyst/Office Manager
H&r Block
09.2008 - Current
Substitute Teacher
Marion County Schools
09.2002 - 05.2009
Family Support Specialist
DHHR
03.1996 - 06.2002
Bachelor of Arts - Education
Fairmont State University
High School Diploma -
Fairmont Senior High School
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