Dynamic Senior Tax Analyst with extensive experience at HRBlock, LLC, specializing in tax compliance and strategic planning. Proven ability to enhance client outcomes through effective tax research and communication. Skilled in multi-state tax returns and process improvement, fostering strong client relationships and ensuring adherence to regulations.
Overview
19
19
years of professional experience
Work History
Senior Tax Analyst/Advanced Small Business/Tax Preparer
HRBlock, LLC
11.2018 - Current
Assisted in preparing federal and state tax returns, ensuring compliance with regulations.
Completed 439 tax returns
Attached 74 Emerald Card Bank Product, 121 Peace of Mind Products, 29 Tax Identity Shield Products
Conducted research on tax laws to assist in advising clients on compliance and planning strategies.
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Engaged in continuous learning to adapt quickly to evolving regulations
Reviewed financial statements to identify tax implications and potential savings opportunities for clients.
Campground Hostess/Manager on Duty
Coos Canyon Campground and Cabins
05.2017 - 10.2018
Managed daily operations of hostess/host, ensuring exceptional guest experiences.
Implemented reservation system improvements, enhancing booking accuracy and efficiency.
Ensured cleanliness of the front-of-house area by overseeing staff performance on daily cleaning tasks.
Addressed customer concerns promptly and professionally, resolving issues to maintain high levels of satisfaction.
Built rapport with guests through friendly conversation, leading to repeat business and word-of-mouth referrals.
Developed strong relationships with regular customers, creating a loyal clientele base through attentive service.
Adhered to cash handling and reconciliation procedures to monitor and control cash and receipts.
Managed guest complaints with professionalism and empathy, often turning negative experiences into positive outcomes.
Senior Tax Specialist/Tax Preparer
HR Block, LLC
11.2015 - 04.2018
Led tax compliance initiatives, ensuring accurate filing of federal and state tax returns.
Developed strategies for optimizing client tax benefits, resulting in increased client satisfaction.
Conducted thorough reviews of complex tax situations, providing tailored solutions for clients.
Office Manager/Tax Preparer
HRBlock, LLC
11.2010 - 04.2015
Managed office operations ensuring compliance with company policies and procedures..
Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Improved team morale and cohesion with regular team-building activities and open communication channels.
Enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
1 of 2 Popup Offices Nationwide that met/exceeded Office Targets of paid tax returns/revenue past year-20%
Met/exceeded Office Targets of Paid Tax Return/Revenue for 2014 Tax Season (104%), 2015 Tax Season (103%)
Tax Associate/Tax Preparer
HRBlock, LLC
11.2006 - 07.2009
Prepared and reviewed individual tax returns ensuring compliance with regulations.
Assisted in identifying tax-saving opportunities through strategic planning and analysis of client financials.
Education
No Degree - Advanced Small Business Certificate
Block Academy
Lakeland, FL
10-2025
No Degree - Senior Tax Analyst
Block Academy
Lakeland, FL
11-2022
High School Diploma -
Rogue River Community College
Grants Pass, OR
03-1994
Skills
Strong communication skills
State and local taxation
Tax software/research proficiency
Tax return preparation/filing/compliance
International tax experience
Tax exemptions
Multi-state tax returns
Skilled in Block Works Online/Legacy
Accomplishments
Managed 5 team members focused on tax preparation returns, with strong track record of exceeding objectives.
Worked with clients to prepare individual tax, gift tax and estate tax returns, rental and farm tax returns
Completed more than 200 individual tax returns during 2015 tax season, 435 individual tax returns during tax season 2025.
Real Estate Sales and Management at Independent Real Estate Professional - Commercial and Residential TransactionsReal Estate Sales and Management at Independent Real Estate Professional - Commercial and Residential Transactions