YVONNE HATFIELD
Caryville
Summary
Diligent worker with comprehensive background as Notary Signing Agent. Proven ability to facilitate smooth document signings and ensure legal compliance. Demonstrated precision in handling sensitive documentation and managing client relationships effectively.
Also a tax professional with comprehensive experience in investigating and resolving tax issues bringing thorough understanding of regulatory compliance and audit processes. Proven ability to work collaboratively with teams to achieve compliance goals and adapt to evolving tax laws and regulations. Recognized for analytical skills and integrity in managing sensitive financial data.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Internal Revenue Agent
IRS
08.2024 - Current
- Utilized data analytics tools for detecting patterns indicative of noncompliance or potential fraud.
- Streamlined auditing processes for improved efficiency and accuracy in identifying discrepancies.
- Evaluated taxpayer documentation, ensuring adherence to relevant regulations and laws.
- Enhanced tax compliance by conducting thorough research and analysis of financial records.
- Identified potential areas of non-compliance by analyzing financial statements and related documents.
- Developed comprehensive reports detailing audit findings and recommendations for corrective actions.
- Managed multiple audit cases simultaneously while maintaining high standards of quality and efficiency in case resolution.
- Conducted field visits to gather critical information needed for accurate tax assessments.
Notary Signing Agent
Yvonne Notary Service
05.2024 - Current
- Enhanced client satisfaction by efficiently managing loan signing appointments and providing clear explanations of documents.
- Reduced errors in document processing by meticulously reviewing each document prior to obtaining signatures from parties involved.
- Demonstrated commitment to ethical practices by adhering to the National Notary Association Code of Professional Responsibility at all times.
- Ensured timely completion of signings by effectively coordinating schedules with clients, title companies, and lenders.
- Collaborated with real estate professionals, attorneys, and title companies to ensure a smooth transaction process for all parties involved.
- Maximized availability for clients by offering flexible scheduling options, including evenings and weekends when needed.
- Maintained a professional image at all times while representing both the Notary Signing Agent role and the company brand during appointments.
Senior Tax Analyst
H & R Block Tax Group
12.2021 - 08.2024
- Worked 40-60 hours per week during tax season and 25-35 hours per week the rest of the year mostly in office but some remote
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Calculated estimated tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
- Attended continuing education and tax courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Researched tax issues and stayed current on all federal and state tax laws.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Prepared tax returns for individuals and businesses.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Senior Accountant
R Taxes And More LLC
02.2013 - 05.2017
- Worked 40 hours per week on a flexible schedule mostly remote
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Prepared and filed tax forms to meet needs of customers.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Accountant
Carter & Mills CPAs, PLLC
11.2010 - 02.2013
- Worked 20-35 hours per week during tax season and 15-25 hours per work the rest of the year in office
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Prepared and filed tax forms to meet needs of customers.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Tax Specialist
Jackson Hewitt Tax Service
01.2007 - 04.2011
- Worked 40-60 hours per week during tax season only in office
- Managed tax submissions and made sure all information complied with regulations.
- Maintained thorough and current understanding of applicable tax laws.
- Maintained compliance by adhering to current tax laws and regulations.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Researched complex tax issues utilizing online resources and professional tax software.
- Assessed client tax situations to determine best filing options.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
Education
Bachelor Of Business Administration - Accounting
Lincoln Memorial University
Harrogate, TNSkills
- Microsoft Office Suite Expertise
- Tax Compliance
- IRS Regulations
- Tax Calculations
- Tax Documentation
- Tax Research
- Customer Satisfaction
- Accounting Techniques
- Client Interviews
- Online Communication
- Regulation and Compliance
- Research
- Verbal and Written Communication
- Attention to detail
- Auditing procedures
- Internal controls
- Mobile notary services
- Notarial acts
- Document review
- Identity confirmation
- Loan document signing
- Strong problem solver
Certification
- Notary Public License - Tennessee Secretary of State
- The National Notary Association (NNA) Notary Signing Agent Certification
Timeline
Internal Revenue Agent
IRS
08.2024 - Current
Notary Signing Agent
Yvonne Notary Service
05.2024 - Current
Senior Tax Analyst
H & R Block Tax Group
12.2021 - 08.2024
Senior Accountant
R Taxes And More LLC
02.2013 - 05.2017
Accountant
Carter & Mills CPAs, PLLC
11.2010 - 02.2013
Tax Specialist
Jackson Hewitt Tax Service
01.2007 - 04.2011
Bachelor Of Business Administration - Accounting
Lincoln Memorial University
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