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Tax Specialist Resume Example

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TAX SPECIALIST
Summary

Tax preparer 2015-2019

Experienced Tax Specialist well-versed in evaluations, statement preparation, returns management and reporting requirements. Familiar with tax liabilities and credits, audits and different tax laws. Offering five years of related experience.

  • Office Mgr. HRBLOCK 2016 & 2017

Personable Office Manager employing exceptional relationship building abilities to cultivate positive rapport among clients, staff and management. Highly-developed communicator with outstanding capabilities in complex problem-solving and conflict resolution. Proficient in Tax Software with expertise in resource allocation and schedule management.

Skills
  • Tax Preparation
  • Dispute resolution
  • Tax law knowledge
  • Credits understanding
  • File management
  • Itemized deductions
  • Documentation skills
  • Research proficiency
  • Individual returns preparation
  • Documentation filing
Education and Training
High School DiplomaLansdowne-Aldan High School Lansdowne ,PA,06/1972

From 9th - 12 grade took Business courses:

, Shorthand & Typing

  • Major in Business

-Accounting

Experience
H&r Block Inc.Tax Specialist | Sharon Hill, PA01/2018 to 04/2019
  • Gathered and paired customer deduction documents with payments to provide backup documentation on deductions.
  • Stayed up to date on regulatory requirements from the IRS, state authorities and international tax collection agencies.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
H&R Block Basic Skills Teacher | Philadelphia, PA09/2018 to 11/2019
  • Helped learners of all abilities build learning and study skills to promote life-long educational goals.
  • Increased classroom participation by [Number]% through effectively adapting teaching methods to student needs.
  • Instructed students in complex concepts by using easy-to-understand terms and repetitive [Type] exercises.
  • Used [Technique] and [Type] materials to engage students during class lectures.
  • Prepared students for tests on [Area of expertise], resulting in average [Number]% test grade.
  • Combined discipline plan with effective measures and lesson plans to increase concentration, participation and progress student accountability.
  • Tested students' comprehension of subject matter through quizzes, tests and projects.
  • Planned and implemented lessons using variety of teaching strategies to meet diverse student needs.
  • Collaborated with other teachers and staff members to provide best-in-class educational opportunities for over [Number] students.
  • Participated in educational workshops to learn new techniques to bolster student participation in class.
  • Set and communicated ground rules for classroom based on respect and personal responsibility.
  • Developed interesting course plans with multimedia learning tools to meet academic, intellectual and social needs of students.
  • Participated in workshops, trainings and conferences to improve educational skills.
  • Taught [Area of study] to diverse class of [Number] students.
  • Leveraged diverse instructional strategies and hands-on activities to engage students and boost understanding of material.
  • Introduced and encouraged debate-style classroom setting to increase student active participation and critical thinking.
  • Tested students with quizzes, essays and exams to gauge learning effectiveness.
H&R Block Office Manager | Philadelphia, PA01/2016 to 04/2017
  • Improved operations by working with team members and customers to find workable solutions.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Answered [Number] calls per [Timeframe] to answer customer questions.
  • Learned [Task] and [Task] to support office needs.
  • Recognized by management for providing exceptional customer service.
  • Earned reputation for good attendance and hard work.
  • Conducted [Timeframe] performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.
  • Interviewed, on-boarded, developed and oversaw daily activities of [Number] clerical and administrative office personnel.
  • Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Managed $[Amount] office budget to handle all needs, including inventory, postage and vendor services.
  • Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
  • Evaluated and identified ineffective workflow processes, implements solutions to improve productivity and personnel performance.
  • Automated office operations to manage client correspondence, record tracking and data communications.
  • Mitigated regulatory risks by ensuring program requirements adhered to [Program]'s compliance standards.
  • Set up new files and assigned tracking numbers.
  • Ensured that all operations met federal and state laws.
  • Distributed company correspondence, including memos and updates to reinforce and apprise departments and divisions of corporate objectives and developments.
  • Managed inventory and purchase of supplies for office operations and [Equipment] maintenance.
  • Created training program for new office employees, decreasing training time [Number]%.
  • Liaised directly with customers to meet needs and maintain satisfaction.
  • Conferred with business leaders to evaluate needs and strategize operational improvements to boost productivity.
  • Served as main point of contact for outside vendors.
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
  • Monitored office inventory to maintain adequate supply levels and order products.
  • Updated employee paperwork and records.
  • Handled supply purchases and inventory management for office operations and equipment maintenance.
  • Oversaw all day-to-day office operations, such as receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Supervised [Type] office with [Number] employees, consistently cultivating productive and positive work atmosphere.
  • Evaluated and identified ineffective workflow processes to devise and implement solutions which achieved greater productivity and personnel performance.
  • Cultivated community relations and worked with teams to ensure program optimization.
  • Collaborated closely with [Job title] to effectively smooth and improve office operations.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Elevated customer satisfaction ratings by resolving client and case issues effectively.
  • Managed daily operations within [Type] office by supporting continuous delivery of excellent services and care.
  • Increased office organization by developing more efficient filing system and customer database protocols.
  • Interviewed, onboarded, developed and oversaw daily activities of [Number] clerical and administrative office personnel.
  • Oversaw daily functions.
H&RBLOCK Tax Preparer | Upper Darby , PA01/2015 to 04/2015
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in [Industry].
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
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Resume Overview

Companies Worked For:

  • H&r Block Inc.
  • H&R Block
  • H&RBLOCK

School Attended

  • Lansdowne-Aldan High School

Job Titles Held:

  • Tax Specialist
  • Basic Skills Teacher
  • Office Manager
  • Tax Preparer

Degrees

  • High School Diploma

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