Summary
Overview
Work History
Skills
Timeline
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Stephanie Anderson

Littleton,CO

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

18
18
years of professional experience

Work History

ACCELERATED TAX PREPARER

H&R Block
11.2023 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Managed multiple deadlines efficiently, ensuring all clients' taxes were filed on time without compromising quality or accuracy.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Facilitated integration of modern tax software with client accounting software.
  • Facilitated communication between clients and tax authorities.

EXECUTIVE BOARD SECRETARY

Sport Karate West
10.2023 - Current
  • Enhanced meeting efficiency by preparing and distributing agendas prior to board meetings.
  • Provided comprehensive administrative support to executive board members, allowing them to focus on strategic initiatives.
  • Developed policies and procedures for efficient board operations.
  • Ensured timely decision-making by accurately recording and distributing meeting minutes.
  • Maintained accurate records of attendance at board meetings, supporting transparency in governance processes.
  • Signed official documents and board minutes.

FAMILY MANAGER

Self-employeed
09.2006 - Current
  • Managed finances effectively with budgeting and expense tracking to achieve financial goals.
  • Established routines within the household that promoted consistency in daily living while allowing flexibility when needed.
  • Maintained a clean and organized household for improved efficiency and stress reduction.
  • Coordinated daily activities, ensuring punctual attendance at school, appointments, and extracurricular activities.
  • Fostered independence in children by teaching them essential life skills such as time management, organization, and self-care techniques.
  • Handled conflict resolution within the family unit to promote an environment of understanding and harmony.

BOOKKEEPER

Green Element Dispensaries
03.2015 - 12.2017
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Completed tax forms in compliance with legal regulations.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Matched purchase orders with invoices and recorded necessary information.

Skills

  • Organization skills
  • Document Preparation
  • Local, state, and federal tax returns
  • Relationship Building
  • Payroll familiarity
  • Registered Tax Return Preparer
  • Accounting Support
  • Records Management

Timeline

ACCELERATED TAX PREPARER

H&R Block
11.2023 - Current

EXECUTIVE BOARD SECRETARY

Sport Karate West
10.2023 - Current

BOOKKEEPER

Green Element Dispensaries
03.2015 - 12.2017

FAMILY MANAGER

Self-employeed
09.2006 - Current

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Stephanie Anderson