Lisha Walston
Springdale,AR
Summary
Tax professional with extensive knowledge in tax laws, regulations, and compliance. Skilled in preparing complex tax returns, resolving tax issues, and advising clients on tax strategies. Strong focus on teamwork and consistently delivering results. Reliable, adaptable, and adept at navigating changing requirements and environments.
Overview
27
27
years of professional experience
Work History
Master Tax Advisor/Enrolled Agent
H&R Block
01.1998 - 01.2025
- Passionate about learning and committed to continual improvement.
- Improved client retention rates by cultivating strong relationships built on trust and personalized service offerings.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Manage 500 clients yearly
- Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
- Enhanced client satisfaction by providing comprehensive tax consultations in a timely manner.
- Maximized client savings by identifying and executing tax strategies tailored to individual needs.
- Facilitated successful interactions between clients and the IRS through adept negotiation and conflict resolution skills.
Office Manager
LJC/ HVAC
01.2013 - 01.2019
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Education
Master - Religious Education
Liberty University
05.2017
Bachelor - Business Management
University of Phoenix
Skills
- Strong communication skills
- State and local tax expertise
- Tax compliance expertise
- Tax law interpretation
- Microsoft Excel
- Accounts receivable
- Accounts payable
- Xero proficiency
Timeline
Office Manager
LJC/ HVAC
01.2013 - 01.2019
Master Tax Advisor/Enrolled Agent
H&R Block
01.1998 - 01.2025
Master - Religious Education
Liberty University
Bachelor - Business Management
University of Phoenix
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