Valerie Correa
Tecate
Summary
Accomplished Senior Tax Specialist with a proven track record at H&R Block, leveraging expertise in tax compliance and advisory services to deliver significant client savings. Skilled in client communication and tax research, consistently exceeding quality and performance targets. Mentored team members, fostering professional growth and enhancing service delivery through effective tax training. Have CTEC license to prepare tax returns in the state of California.
Overview
4
4
years of professional experience
Work History
Senior Tax Specialist
H&r Block
09.2023 - Current
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Delivered high-quality client service by addressing inquiries promptly and maintaining regular communication regarding updates in taxation rules.
- Assisted clients in maximizing deductions by diligently reviewing financial statements and identifying potential savings opportunities.
Site Coordinator
Dreams For Change
01.2020 - 04.2023
- Identified community resources and networked with local officials to coordinate.
- Developed strong relationships with subcontractors, ensuring timely completion of tasks and adherence to guidelines.
- Increased client satisfaction levels through consistent delivery of high-quality results within agreed-upon deadlines.
- Oversaw successful project completions while consistently meeting or exceeding both internal and client expectations in terms of quality, scope, budget, and timeline parameters.
- Mentored junior staff members, sharing knowledge and expertise to promote professional growth within the team.
- Implemented protocols and procedures to effectively manage planning process.
- Trained and supervised event staff to complete tasks on time.
Education
Bachelor of Science - Business Administration
San Diego State University
San Diego, CA01.2025
Associate of Arts - Finance
Southwestern College
Chula Vista, CA08.2023
Associate of Science - Business Administration
Southwestern College
Chula Vista, CA05.2023
Associate of Science - Accounting
Southwestern College
Chula Vista, CA12.2022
Associate of Science - Business Management
Southwestern College
Chula Vista, CA05.2021
Skills
- State and Local Tax Knowledge
- Tax Advisory Services
- International Tax Knowledge
- Tax Research Abilities
- Tax Compliance Expertise
- Tax Due Diligence
- Tax Training Delivery
- Tax Return Review
- Client Communication
- Verbal/written communication
Languages
Spanish
Bilingual or Proficient (C2)
Certification
- Licensed Tax Preparer - CTEC
Timeline
Senior Tax Specialist
H&r Block
09.2023 - Current
Site Coordinator
Dreams For Change
01.2020 - 04.2023
Bachelor of Science - Business Administration
San Diego State University
Associate of Arts - Finance
Southwestern College
Associate of Science - Business Administration
Southwestern College
Associate of Science - Accounting
Southwestern College
Associate of Science - Business Management
Southwestern College
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