Agharese Ness
Harrisburg
Summary
Dynamic Tax Professional with expertise in tax compliance and client communication, honed at H & R Block Tax Services. Proven track record in optimizing tax outcomes through in-depth knowledge of tax credits and incentives. Adept at conducting thorough tax-related research, ensuring accuracy and maximizing client savings.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Tax Professional I
H & R Block Tax Services
01.2025 - Current
- Prepared tax returns for individual clients, ensuring compliance with federal and state regulations.
- Assisted clients in understanding tax deductions and credits to optimize their financial outcomes.
- Utilized tax software to input data accurately and efficiently, minimizing errors during preparation process.
- Conducted client interviews to gather financial information, enhancing accuracy of tax filings.
Pre-Season Tax Professional
H & R Block Tax Services
05.2024 - 10.2024
- Prepared and filed federal and state tax returns for individuals and small businesses.
- Assisted clients in understanding tax liabilities and available deductions.
- Conducted thorough reviews of financial documents to ensure accuracy in filings.
- Provided support during tax consultations, addressing client inquiries effectively.
- Maintained up-to-date knowledge of tax regulations and compliance requirements.
- Ensured confidentiality of client information while managing sensitive financial data.
- Leveraged tax software tools to optimize filing procedures and improve turnaround time.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Enhanced client relationships through proactive communication and personalized financial advice.
- Resolved complex tax issues with thorough research and effective communication.
- Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
Pre-Season Tax Professional
H & R Block Tax Services
04.2023 - 10.2023
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Conducted comprehensive reviews of individual and business tax returns, identifying errors or opportunities for additional savings.
- Assessed client tax situations to determine best filing options.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Researched complex tax issues utilizing online resources and professional tax software.
Software Systems Analyst/Manager
Administrative Office of PA Courts
01.1989 - 03.2017
- Analyzed system requirements to enhance operational efficiency and user experience.
- Developed comprehensive documentation for system processes and procedures to ensure clarity and compliance.
- Collaborated with cross-functional teams to identify and implement technology solutions addressing business needs.
- Conducted system testing and troubleshooting to resolve issues, improving overall performance reliability.
- Led initiatives for process improvements, resulting in streamlined workflows and increased productivity across departments.
- Mentored junior analysts on best practices in systems analysis, fostering professional growth within the team.
- Designed data models and reports that informed strategic decision-making at organizational levels.
- Managed project timelines and deliverables, ensuring alignment with stakeholder expectations and business objectives.
- Enhanced system efficiency by identifying and resolving complex technical issues.
- Assisted in the development of long-term IT strategies aligned with overarching organizational goals.
- Managed multiple projects simultaneously, consistently meeting deadlines and budget constraints.
- Streamlined processes for improved productivity through thorough systems analysis and optimization.
- Mentored junior analysts on best practices in systems analysis techniques, contributing to their professional growth.
- Trained new hires on company-specific software tools, ensuring seamless integration into the team''s workflow.
- Collaborated with cross-functional teams to develop innovative solutions for business challenges.
- Led a team of developers in the successful completion of large-scale projects, fostering a positive work environment.
- Gathered requirements and performed gap analysis through design workshops with users.
- Negotiated contracts with vendors for hardware and software purchases, maximizing ROI on technology investments.
- Designed user-friendly interfaces for various software applications, increasing ease of use and functionality.
- Created detailed documentation for both internal reference and client-facing presentations, improving communication between stakeholders.
- Established effective relationships with key stakeholders across departments to facilitate collaboration on critical projects.
- Spearheaded efforts to adopt emerging technologies within the organization, keeping pace with industry advancements.
- Identified and resolved system bottlenecks, leading to more efficient operational workflow.
- Improved user satisfaction with system upgrades and regular maintenance tasks.
- Assisted in budgeting for IT projects by providing detailed cost-benefit analyses of proposed system changes.
- Negotiated with software vendors to secure more favorable terms for enterprise software solutions.
- Conducted post-implementation reviews to capture lessons learned and improve future projects.
- Optimized database performance, which allowed for quicker data retrieval and reporting.
- Designed and executed test cases to validate system functionality before full-scale rollouts.
- Simplified complex technical concepts for non-technical stakeholders, facilitating better decision-making processes.
- Collaborated with stakeholders to gather requirements and translate them into technical specifications.
- Enhanced project management skills by defining and presenting system solutions and timelines for business needs or technical problems.
- Performed internal system acceptance to deliver well-tested enhancements and meet business requirements.
Education
Bachelor of Arts - English Language And Literature
Ahmadu Bello University
Zaria, Nigeria06-1978
Skills
- Tax credits and incentives
- State and local taxation
- Tax law interpretation
- Tax compliance expertise
- Individual tax preparation
- Cryptocurrency taxation
- Tax-related research
- Client communication
- Tax law knowledge
Certification
- Certified Tax Analyst, H&R Block - 2024
Have achieved HR Block Tax Certification Levels from Tax Specialist Cert Level to Tax Analyst Cert
Worked on my certification level each year and acquired additional knowledge and skills in processing increasing complex individual and small business tax situations.
Timeline
Tax Professional I
H & R Block Tax Services
01.2025 - Current
Pre-Season Tax Professional
H & R Block Tax Services
05.2024 - 10.2024
Pre-Season Tax Professional
H & R Block Tax Services
04.2023 - 10.2023
Software Systems Analyst/Manager
Administrative Office of PA Courts
01.1989 - 03.2017
Bachelor of Arts - English Language And Literature
Ahmadu Bello University
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