Summary
Overview
Work History
Education
Skills
Professionalaccomplishments
Timeline
Generic

Vivian Parel

Lakeland,FL

Summary

To associate with an organization that demands and rewards excellence while offering long term opportunities for advancement and personal growth. Diligent, detail-oriented and experienced Senior Tax Analyst offering solid understanding of legal and regulatory issues surrounding income tax activities. Background reviewing large data sets with speed and accuracy to verify integrity of information. Talent spotting anomalies in data, information and documentation.

Overview

17
17
years of professional experience

Work History

Senior Tax Analyst

H&R Block Resources, LLC
11.2018 - 04.2024

Senior Tax Analyst/Internal Field Agent

H&R Block Resources, LLC
11.2020 - 04.2022

Campground Hostess/Manager

Coos Canyon Campground
05.2016 - 10.2018

Tax Preparer/Senior Tax Specialist

H&R Block Resources, LLC
11.2016 - 04.2018

Office Manager/Tax Preparer/Tax Advisor

H&R Block Resources, LLC
10.2015 - 06.2016

Office Manager/Tax Advisor

H&R Block Resources, LLC
11.2010 - 04.2015

Tax Preparer/Tax Associate

H&R Block Resources, LLC
11.2006 - 07.2009

Education

Senior Tax Analyst, Internal Field Agent Certification -

Block Academy
11.2024

Adult High School Diploma -

Three Rivers Community College
10.1996

Skills

  • Trained on H&R Block’s Tax Preparation Program
  • Proficient in Block Works, Work Center/Point of Sale Program(s)
  • Proficient in Internal Field Agent Programs (CMX1, Bomgard Remote)
  • Proficient in Microsoft Word/Excel/PowerPoint Program(s)
  • Proficient in Open Office/Open Text Program/Open Calc Program(s)
  • Proficient in Square/Mac Program (Coos Canyon Campground)
  • Tax Return Preparation
  • State and Local Taxation
  • Strong Communication Skills
  • Tax Exemptions
  • Multi-state tax returns
  • Skilled in Blockworks Program
  • Tax Compliance
  • Tax Law Interpretation
  • Tax Audit Defense
  • Payment Processing
  • Continuous Improvement
  • Registered Tax Return Preparer (RTRP)
  • Proficient in Blockworks Online

Professionalaccomplishments

  • Achieved and exceeded 350 tax returns, 430 tax returns for current year.
  • Achieved Product Attach rate of 95.0% for current year.
  • Achieved Virtual Product Attach rate of 30% for current year.
  • Tax Pro Review Client Surveys score 100% for current year.
  • Client Experience Survey score 80% for current year
  • Met/Exceeded Office Targets of Paid Tax Returns/Revenue for Tax Season 2014 (104%), Tax Season 2015 (103%) (Office Manager, Fort Myers, FL)
  • 1 of 2 Pop-up Office(s) Nationwide Met/Exceeded Office Targets of Paid Tax Returns/Revenue past year-20% (Office Manager, Fort Myers, FL)

Timeline

Senior Tax Analyst/Internal Field Agent

H&R Block Resources, LLC
11.2020 - 04.2022

Senior Tax Analyst

H&R Block Resources, LLC
11.2018 - 04.2024

Tax Preparer/Senior Tax Specialist

H&R Block Resources, LLC
11.2016 - 04.2018

Campground Hostess/Manager

Coos Canyon Campground
05.2016 - 10.2018

Office Manager/Tax Preparer/Tax Advisor

H&R Block Resources, LLC
10.2015 - 06.2016

Office Manager/Tax Advisor

H&R Block Resources, LLC
11.2010 - 04.2015

Tax Preparer/Tax Associate

H&R Block Resources, LLC
11.2006 - 07.2009

Senior Tax Analyst, Internal Field Agent Certification -

Block Academy

Adult High School Diploma -

Three Rivers Community College
Vivian Parel