Shelby Kinsley
Gainsborough,SK
Summary
Dynamic Tax Preparer at H&R Block with expertise in tax compliance and financial advising. Proven ability to build strong client relationships while minimizing tax liabilities through strategic planning. Recognized for exceptional problem-solving skills and maintaining confidentiality, ensuring clients receive accurate and timely service. Committed to delivering outstanding customer service and fostering trust.
Overview
20
20
years of professional experience
Work History
Tax Preparer
H&R Block
Estevan, SK
02.2024 - Current
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Liaised between clients and tax authorities such as CRA
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Provided guidance on financial decisions related to taxes.
- Advised clients on tax planning strategies to minimize liabilities and maximize returns.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Ensured that all applicable deadlines were met when submitting documents.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Prepared and filed federal and provincial income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- In off season reception duties such as answering phones, taking messages, run till, cash out till.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Provided exceptional customer service, addressing client concerns and questions promptly.
Continuing Care Assistant
Sun County Health Region
Gainsborough, SK
06.2005 - Current
- Answered call lights promptly to attend to resident and patient needs in a timely manner.
- Helped residents walk with or without self-help devices.
- Provided guidance on safety measures within the facility environment.
- Kept medical supply room and patient rooms stocked with necessary supplies, equipment and instruments.
- Observed changes in patient's condition or behavior and reported any concerns to supervisor or physician.
- Distributed drinking water and nourishment to residents.
- Assisted patients with daily living activities, including bathing, dressing, and grooming.
- Assisted with lifting patients to move on or off beds, examination tables and surgical tables.
- Supported non-ambulatory residents in range of motion exercises.
- Provided emotional support for residents and patients who were experiencing distress or anxiety related to illness or hospitalization.
- Maintained patient records including medical history, treatments administered and progress notes.
- Observed and reported unusual symptoms and changes to charge nurse.
- Responded quickly to emergency situations such as falls or seizures.
- Used mobility devices to transport patients.
Education
Level 2 - Taxation
H&R Block
On LineSome College (No Degree) - Care Aid
Siast
Regina, SKSkills
- Tax preparation
- Tax compliance
- Financial advising
- Client relationship management
- Customer service
- Problem solving
- Organization skills
- Data entry
- Professionalism and courtesy
- Relationship building
Timeline
Tax Preparer
H&R Block
02.2024 - Current
Continuing Care Assistant
Sun County Health Region
06.2005 - Current
Level 2 - Taxation
H&R Block
Some College (No Degree) - Care Aid
Siast