Brianna McStoots
Bloomington
Summary
Detail-oriented Tax Preparer with proven skills in customer service and tax compliance. Prepared accurate returns and communicated effectively with clients to ensure understanding of tax laws.
Overview
10
10
years of professional experience
Work History
Tax Preparer
H&r Block
Bloomington
09.2024 - Current
- Prepared individual and business tax returns accurately and efficiently.
- Reviewed financial documents for completeness and compliance with regulations.
- Communicated tax law changes to clients clearly and effectively.
- Utilized tax preparation software to streamline return processes.
- Assisted clients in gathering necessary documentation for tax filing.
- Maintained confidentiality of sensitive client information at all times.
- Provided excellent customer service through prompt responses to inquiries.
- Collaborated with team members to ensure timely completion of tax filings.
- Filed electronically through approved software programs.
- Maintained accurate records of all client transactions and filings.
- Assisted customers with any questions they had about their taxes or filing status.
- Compiled data from clients to accurately complete tax forms.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Identified potential deductions to minimize clients' tax liabilities.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Finalized and processed paperwork with local, state and federal government authorities.
- Ensured that all applicable deadlines were met when submitting documents.
- Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Team Member
Target
Bloomington
05.2024 - 05.2025
- Assisted customers with product selection and inquiries.
- Maintained store cleanliness and organized merchandise displays.
- Processed transactions efficiently using point-of-sale systems.
- Collaborated with team members to restock inventory regularly.
- Trained new staff on operational procedures and customer service standards.
- Monitored stock levels to support inventory management efforts.
- Maintained friendly, outgoing personality to promote positive work environment and build customer loyalty.
- Performed daily opening and closing procedures for the store including setting up displays, cleaning shelves and counting money.
Server
Bob Evans Restaurant
Bloomington
11.2021 - 03.2024
- Provided excellent customer service in a fast-paced dining environment.
- Collaborated with kitchen staff to ensure timely food delivery.
- Maintained cleanliness and organization of dining area and tables.
- Assisted guests with menu selections and dietary preferences.
- Processed customer orders accurately using point-of-sale systems.
- Trained new servers on restaurant policies and service standards.
- Handled customer complaints professionally and efficiently resolved issues.
- Monitored guest satisfaction throughout the dining experience.
- Provided excellent customer service to ensure satisfaction.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Provided exceptional service to high volume of daily customers.
Team Member
Kohls Distribution Center
Ottawa
05.2019 - 08.2021
- Received and inspected incoming shipments for accuracy and quality assurance.
- Prepared orders for shipment by packing and labeling products correctly.
- Maintained accurate inventory records using warehouse management systems.
- Collaborated with team members to streamline distribution processes and improve efficiency.
- Assisted in training new associates on safety protocols and operational procedures.
- Conducted regular audits of stock levels to ensure product availability.
- Maintained cleanliness of warehouse area, including sweeping floors and removing trash.
- Reported any defective products or damaged items to supervisors.
- Organized and distributed merchandise to designated areas within the warehouse.
- Assisted with loading and unloading containers as needed during peak season periods.
- Broke down heavy pallet loads of cases, boxes and bags.
- Prepared secure and well-organized shipping boxes, pallets and crates.
Team Member
Burger King
Streator
03.2016 - 12.2020
- Provided exceptional customer service in a fast-paced environment.
- Operated kitchen equipment following safety and hygiene standards.
- Prepared food items according to company recipes and guidelines.
- Collaborated with team members to ensure efficient operations during peak hours.
- Maintained cleanliness of work areas and dining areas throughout shifts.
- Assisted in training new staff on procedures and restaurant policies.
- Handled cash transactions accurately at the register during busy periods.
- Resolved customer complaints promptly to enhance overall satisfaction.
- Maintained a clean and organized work area throughout shift.
- Greeted customers upon entering the store with friendly demeanor.
- Performed opening and closing duties such as setting up displays, restocking items, and cleaning the sales floor.
- Looked for ways to go above and beyond job requirements.
Education
Bachelor Of Science (BS) - Accounting
Franklin University
Columbus, Ohio, OH12-2024
Associate Of Science (AS) - Business Administration
Franklin University
Columbus, Ohio, OH12-2024
Associate Of Science (AS) - Accounting
Illinois Valley Community College
Olgesby IL05-2023
Diploma - General Studies
Streator Township High School
Streator, IL05-2019
Master Of Science (MS) - Accounting
Wilmington University
New Castle, DESkills
- Tax preparation and advising
- Financial analysis and reporting
- Microsoft Excel proficiency
- Regulatory compliance expertise
- Customer service excellence
- Team collaboration skills
- Problem solving abilities
- Attention to detail
- Financial statement review and reconciliation
- Tax law knowledge and application
- Individual taxation strategies
- Local, state, and federal tax returns processing
- Virtual tax interviews facilitation
- Documentation management and filing
- Client communication strategies
- Tax deductions optimization techniques
- Quality improvement initiatives
- Data entry and inputting skills
- Research and due diligence capabilities
- Verbal and written communication skills
Timeline
Tax Preparer
H&r Block
09.2024 - Current
Team Member
Target
05.2024 - 05.2025
Server
Bob Evans Restaurant
11.2021 - 03.2024
Team Member
Kohls Distribution Center
05.2019 - 08.2021
Team Member
Burger King
03.2016 - 12.2020
Bachelor Of Science (BS) - Accounting
Franklin University
Associate Of Science (AS) - Business Administration
Franklin University
Associate Of Science (AS) - Accounting
Illinois Valley Community College
Diploma - General Studies
Streator Township High School
Master Of Science (MS) - Accounting
Wilmington University