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Tax Advisor Preparer

Location:
Pensacola, FL
Posted:
June 13, 2021

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Resume:

H&R BLOCK Harrisburg PA, Oconomowoc WI and Pensacola FL (1990-Present)

Income Tax Preparer

IRS ENROLLED AGENT 2005-Present

Master Tax Advisor

SEEK STAFFING/CREATE-A-PACK FOODS Ixonia, WI (2019-2020) Pre-weigh Cook

TARGET Oconomowoc WI (1998-2019)

Warehouse Worker

LORLEBERG TRUE VALUE Oconomowoc WI (2001-2018)

Store Clerk

Frederick M. Husser

Address: Pensacola, Florida

Phone: 920-***-**** Email: adm3sj@r.postjobfree.com Insurance Service Representative

A reliable, energetic, courteous, and honest customer-focused professional with vast work experience in the tax sectors and also account management. Possess expertise in coordinating with various departments to ensure high levels of operational issues are resolved entirely and on time on behalf of the customer. With taxes, many confusing topics need to be explained to the client and other issues that need research before advising over the phone or in-person, and I am an expert in this field. Possess experience in providing best-in-class customer service, including relationship management, sales organization engagement, new business integration, business/technical support, account profitability support, and high-level issue resolution. Excellent Customer Relationship Management experience and out of the box thinker and can develop innovative ideas for solving everyday problems more efficiently. Exceptional skills and vision to drive the department and work under pressure and strict deadlines with excellent organizational, problem-solving, and written and verbal communication skills, with extraordinary focus and follow-through abilities.

Skill Areas: Outstanding Communication Skills Customer Service Honest Fluent in German Team Player Dedicated Blockworks Software Detail Oriented Strong Work Ethics Tax Preparation PROFESSIONAL EXPERIENCE

Constantly seeking deductions, adjustments, and credits to maximize refund and minimize balance due to every client on federal

state and local tax returns. Often call and email clients as needed to obtain necessary information.

Advanced to Master Tax Advisor (top internal education status)

Prepared 378 returns in 2020 generating $89,000 in revenue. Every year, generate a list of potential improvements to Blockworks.

Prepare returns for clients with small businesses, rental property, clergy, and alternative minimum tax issues.

Weigh ingredients for processed foods. Watching items, lot numbers, weight, and product scheduling to ensure the customer was

satisfied with the product.

Served as a communication captain. Operated lift equipment. Unloaded and loaded freight.

Served on the general safety team. Willing and cross-trained to work in any department.

Customer service at retail. Looked for creative ways to meet customer needs. Stock replenishment. Other duties as needed.

PROFESSIONAL DEVELOPMENT & CREDENTIALS

Education

H&R Block Income Tax Prep, H&R Block Training, 1989-2020 o Have taken over 900 classroom hours of continuing education related to retirement, sole-proprietorship, rentals, and other client-centric tax topics.

B.S. Accounting, Pensacola Christian College, Pensacola FL, 1980-1986 1



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