KATHY BURCH
New Albany
Summary
Dynamic Senior Tax Analyst with HR Block, adept at tax compliance and law interpretation. Successfully enhanced operational efficiency through process improvements and staff training. Recognized for strong communication skills and resolving complex tax inquiries, ensuring adherence to federal and state regulations while fostering a collaborative team environment.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Tax Analyst
HR Block
01.2003 - Current
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Attended continuing education and [Type] courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Assisted [Type] managers in planning and execution of short-term and longer term goals and objectives.
MANAGER
HR Block
12.2007 - 03.2021
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
Education
GED -
PONTOTOC HIGH SCHOOL
PONTOTOC MS05-1979
Skills
- Strong communication skills
- State and local taxation
- Tax process improvement
- Tax law interpretation
- Tax compliance expertise
- Tax research
- Tax return preparation
- Staff training
- Tax compliance
Accomplishments
- Achieved [Result] through effectively helping with [Task].
- Documented and resolved [Issue] which led to [Results].
- Supervised team of [Number] staff members.
Certification
- Senior Tax Analyst, HR Block - 23 years
- CMVI - 4 years
Timeline
MANAGER
HR Block
12.2007 - 03.2021
Senior Tax Analyst
HR Block
01.2003 - Current
GED -
PONTOTOC HIGH SCHOOL
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