Tax Center Manager

Helen Kneisley

**** ***** *****, *******, ***** *7025

Cell: 713-***-**** Home: 713-***-**** E-mail: *****.********@***.***

PROFESSIONAL OVERVIEW

Experienced business professional with highly developed expertise in tax regulations, preparation, compliance auditing, and related training. Possesses extensive administrative and management experience, with proven, team-oriented organizational capabilities, considerable hands-on information technology (IT) know-how, excellent “people” skills, and the ability to multi-task in a fast-paced environment. Trained in team building, cultural competency, conflict resolution and community organizing. Proficient in establishing and simultaneously operating multiple business work sites. Energetic, self-motivated, and detail-oriented individual who is eager to learn, embrace new challenges and responsibilities, and expend whatever effort is necessary to further team goals.

EDUCATION

• Bachelor of Business Administration/Accounting, University of Houston, Houston, TX, May 2007

EXPERIENCE

Tax Center Manager, Neighborhood Centers, Inc. (NCI), Houston, TX, Sept. 2009 - Present

• Manages one year-round and three seasonal (Jan. through mid-April) tax centers, providing free tax preparation to low-income individuals and families in the Houston area (over 65,000 completed returns amounting to > $125 million in credits and refunds since Sept. 2009).

• Routinely prepares tax returns and processes Individual Tax Identification Numbers (ITINs) for non-citizens.

• Effectively coordinates the yearly set up, operation, and demobilization of 16 seasonal tax centers.

• Maintains Advanced Certification under the IRS Volunteer Income Tax Assistance (VITA) Program, as required for training of volunteers.

• Assists in the ongoing development of a highly successful, process-based training program, resulting in improved subject comprehension and higher volunteer retention.

• During an intense six-week period each year, trains and otherwise prepares over 1,000 volunteers for Basic and Intermediate levels of Certification, as required under the IRS VITA Program.

• Supervises volunteer activities, deals with difficult clients, and addresses IT issues in real time.

• Conducts quality assurance reviews of completed tax returns prior to submission to the IRS.

• Supports managers at NCI centers in the Houston area on tax issues and administrative matters.

• Makes outreach presentations on NCI programs and new tax credit offerings.

Accountant, Mace Jacobs & Sheridan, Houston, TX, Feb. 2008 - Oct. 2008

• Reconciled bank accounts and prepared working trial balances.

• Prepared individual income and corporate tax returns and financial statements.

• Posted journal entries into general ledger and reconciled general ledger accounts.

• Posted and billed inter-company transactions.

• Developed spreadsheet reports for clients with multiple IRS K-1 (income) tax forms.

Administrative Assistant, Texas Dept. of Public Safety (DPS), Houston, TX, Sept. 2003 – Sept. 2007

• Managed tasks and itineraries of the Commander and Captain of the 40-county regional office.

• Responsible for developing monthly budgetary analysis reports.

• Maintained the property inventory for the Houston office.

Administrative Assistant, Texas DPS, Special Crimes Service, Midland, TX, Apr. 1993 - Sept. 2003

• Researched, analyzed and correlated intelligence information and prepared confidential reports.

• Functioned as DPS liaison with other federal/state law enforcement personnel.

• Served as primary contact for training and problem solving in the West Texas area.

References available on request

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