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Helen Ibanez

PO Box 2157
Kihei, HI 96753
Phone: (808) 283-7108

E-mail: hibanez@hawaii.edu

OBJECTIVE

To obtain a position in the capacity of Office Support


Administrative with general business office environment.

PROFILE

A dynamic, resourceful and energetic individual who is


comfortable with being the go to to person for anything related
to the smooth running of an office. Experience in providing full
administrative and office management support to work with
colleagues in busy office environment. Apply a proactive and
flexible approach to juggling many different priorities and work
autonomously and taking ownership of all aspects of a task or
project.

WORK EXPERIENCE

TAX PREPARER | H&R BLOCK | Kihei, Maui Hawaii


January 2003 May 2014

Performed and analyzed data entry on forms prepared by


clients, companies and corporations, to detect errors in
arithmetic, data record and procedures.
Addressed new tax laws and legislations to ensure tax
preparation accuracy.
Conducted extensive research and planning on tax issues;
thorough interview with clients for getting additional
information on taxable income, deductible expenses and
allowances.
Played an integral role in assisting clients with federal and
state issues, including tax return amendments,
correspondents, and installment plans.
Resolved complex tax problems for clients.

OFFICE COORDINATOR | H&R BLOCK | Kihei, Maui Hawaii


January 2009 May 2014
Supervised daily operations and assisted tax professionals
objectives and targets.
Composed correspondence to clients complaints in a
timely manner.
Managed inventories, supplies, and office layout.
Coordinated work schedule for offices island-wide.
Trained new employees.

EDUCATION

APPLIED BUSINESS INFORMATION TECHNOLOGY


UNIVERSITY OF HAWAII MAUI COLLEGE
Kahului, Maui Hawaii
Expected graduation date: Spring, May 2015
Major:
Associates Degree in Business Technology
Minor:
Associates Degree in Accounting
INTERNSHIP POLICY & PROCEDURE LIBRARY
COUNTY OF MAUI FINANCE DEPARTMENT
Wailuku, Maui Hawaii
August 2014 December 2014

CERTIFICATION

Outline Department of Finance Policies & Procedures


Prepared Procedural Chart Accounts
Weekly meeting with the Department of Finance

FEDERAL TAX LAW, UPDATE, ETHICS AND


TAX THEORY & PREPARATION
H&R BLOCK
Kahului, Maui Hawaii
December 2013 December 2014
REGISTERED TAX RETURN PREPARER (RTRP)
PROMECTIC
Honolulu, Hawaii
October 2013 No Expiration
PREPARER TAX INDENTIFICATION NUMBER (PTIN)
INTERNAL REVENUE SERVICE (IRS)
www.irs.gov
December 2013 December 2014
CERTIFICATE OF RECOGNITION
County of Maui Department of Finance
Wailuku, Hawaii
August 2014 December 2014
References available upon request

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