Holly Jackson
Angier
Summary
Results-driven tax professional with extensive experience in tax preparation and customer support. Proven track record of leading high-performing teams in fast-paced environments. Skilled in coaching, data-driven decision-making, and enhancing client experiences. Strong knowledge of individual and small business tax returns.
Overview
12
12
years of professional experience
Work History
Sr Tax Associate
Intuit
01.2022 - Current
- Prepared and reviewed individual tax returns with precision to ensure regulatory compliance.
- Guided clients on tax inquiries and filing requirements, clarifying obligations and reducing compliance risks.
- Researched tax regulations, providing insights on compliance issues to inform client strategies.
- Identified potential tax issues, delivering prompt and effective resolutions.
- Collaborated in team settings to analyze complex tax scenarios and develop strategies.
- Supported team operations by identifying process improvements that streamlined workflows.
- Delivered exceptional customer service by consistently meeting or exceeding expectations.
Partner
TaxPro's HQ
Clayton
01.2016 - 04.2020
- Collaborated with TaxPro's HQ to prepare accurate tax filings, ensuring compliance and timely submissions.
- Ensured compliance with all applicable laws, regulations, industry standards.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Contributed to marketing initiatives that enhanced brand awareness and drove sales growth.
- Enforced customer service standards while resolving issues, maintaining quality service and customer satisfaction.
Manager
H&R Block
Angier
12.2013 - 10.2015
- Led a team of 10 employees, ensuring high productivity and excellent customer satisfaction.
- Monitored performance metrics and provided actionable coaching to improve team effectiveness
- Prepared tax returns for clients, ensuring compliance with regulations.
- Resolved escalated customer issues with accuracy and efficiency
- Conducted regular one-on-one meetings to support employee development and engagement
- Used data insights to identify trends and implement performance improvement strategies
- Fostered a collaborative, accountable, and high-performing team culture
- Managed scheduling, payroll, and administrative responsibilities
- Collaborated with leadership on strategic planning for service improvement initiatives.
- Oversaw marketing initiatives, increasing brand awareness and sales.
- My office had 30% new clients and came in 10th in the Region for New customer growth my 1st year in office
Education
Associate of Applied Science - Business Administration And HR Management
Wake Tech Community College
Raleigh, NC05-2018
Skills
- Tax Compliance
- Data Analysis & KPI Tracking
- Microsoft Office (Excel, Word, PowerPoint)
- Critical Thinking and Problem Solving
- Team leadership
- Performance Management
- Coaching & Mentoring
- Customer Experience & Satisfaction
- Conflict resolution
Timeline
Sr Tax Associate
Intuit
01.2022 - Current
Partner
TaxPro's HQ
01.2016 - 04.2020
Manager
H&R Block
12.2013 - 10.2015
Associate of Applied Science - Business Administration And HR Management
Wake Tech Community College