Kara Peterson
New Haven
Summary
Accomplished Senior Tax Advisor with extensive experience at H and R Block, specializing in tax compliance and process improvement. Proficient in tax law interpretation and audit defense, optimizing client financial outcomes through strategic planning. Demonstrated expertise in identifying tax savings and enhancing client satisfaction while mentoring junior advisors.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Tax Advisor
Self Employed
01.2011 - Current
- Enhanced accuracy in tax preparation by implementing new software tools.
- Identified discrepancies in financial statements, reducing audit risk exposure.
- Recommended tax structure adjustments for small businesses to optimize efficiency.
- Guided clients in complex tax situations, minimizing liabilities and supporting decisions.
- Provided consulting on tax law for clients involved in mergers and acquisitions.
- Streamlined tax filing processes, significantly reducing preparation time for clients.
Insurance Agent Assistant
American Family Insurance
03.2021 - 01.2024
- Enhanced agent productivity by preparing insurance quotes and essential documentation.
- Streamlined client communication for timely policy renewals and follow-ups.
- Optimized agent schedules by coordinating client appointments effectively.
- Maintained precise records of policies and claims in database systems.
- Improved customer service response times through team collaboration initiatives.
- Proactively managed policy renewals by contacting clients ahead of expiration dates.
Senior Tax Advisor
H and R Block
01.2001 - 05.2011
- Optimized client financial outcomes through effective tax planning initiatives.
- Mentored junior tax advisors on compliance and taxation best practices.
- Developed tailored tax strategies for diverse client portfolios, improving satisfaction.
- Ensured accurate tax filings by analyzing complex financial data thoroughly.
- Identified potential savings through comprehensive audits of client accounts.
- Provided detailed documentation during IRS audits, facilitating successful resolutions.
Education
High School Diploma -
Owensville Senior High School
OwensvilleAssociates - Tax Law
H And R Block Tax Training Academy
Kansas City, MO01-2003
Skills
- Tax process improvement
- Tax law interpretation
- Tax compliance expertise
- Tax research
- Tax software proficiency
- Tax provision calculation
- Tax audit defense
- Tax risk assessment
- Property tax management
- State and local tax
- Tax planning strategies
- Nonprofit tax regulations
- Sales and use tax compliance
- Claims processing
- Professional ethics
- Document management
- Insurance products
- Policy administration
- Policy analysis
- Insurance regulations
- Teamwork
- Multitasking and time management
- Fast learner
- Customer service
- Problem-solving
- Time management
Certification
- Licensed Insurance Agent
Timeline
Insurance Agent Assistant
American Family Insurance
03.2021 - 01.2024
Senior Tax Advisor
Self Employed
01.2011 - Current
Senior Tax Advisor
H and R Block
01.2001 - 05.2011
High School Diploma -
Owensville Senior High School
Associates - Tax Law
H And R Block Tax Training Academy