Tessa Hoem
Black River Falls
Summary
Dynamic Tax Preparer and Office Manager at H&R Block with exceptional organization and communication skills. Proven track record in increasing client satisfaction through accurate tax return preparation and compliance with tax laws. Adept at building strong client relationships and providing strategic financial guidance to optimize tax benefits.
Tax professional with comprehensive understanding of tax regulations and compliance. Ensured accurate tax filings and provided valuable insights to optimize client returns. Collaborative team player with results-driven mindset, adaptable to evolving tax laws and client needs. Proven skills in detailed tax analysis and client advisory services.
Overview
10
10
years of professional experience
Work History
Tax Preparer/Office Manager
H&R Block
11.2003 - 04.2014
- 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.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
Bachelor of Science - Business Management
University of Wisconsin, La Crosse
La Crosse, WI05-2026
Associate of Applied Science - Accounting
La Crosse, WI05-2022
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Verbal/written communication
- Client communication
- Data inputting
- Tax law compliance
- Relationship building
- Tax return preparation
Timeline
Tax Preparer/Office Manager
H&R Block
11.2003 - 04.2014
Bachelor of Science - Business Management
University of Wisconsin, La Crosse
Associate of Applied Science - Accounting
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