Octavia Thomas

About Octavia Thomas

As a Tax Associate at H&R Block, I apply my MBA and business administration skills to conduct over 100 face-to-face tax interviews with clients, prepare accurate tax returns, and generate business growth. I also provide IRS audit support and leverage my analytical skills to identify and prevent errors and deductions.Previously, I was a Senior Project Coordinator at Wells Fargo, where I successfully managed the activities and resources for long term, medium to high scope projects. I tracked and reported project budget status, created business cases, and facilitated project team meetings. I also received multiple awards for my leadership and contributions to the community.

Experience

1. Tax Specialist

   H&R Block

   Jan 2018 — Present

   Conducted 100+ tax interviews, reviewing financial documents and reducing liabilities through expense tracking.Analyzed client balance sheets, identified deductibles, and supported compliance with tax regulationsProvide IRS audit supportIdentified recurring errors in balance sheets that prevented the loss of $300.00 for a clientLowered year-end tax bill of a client by 15% by identifying deductible expenses

Education

• Lindenwood University

  Bachelor of Arts (B.A.), Business Administration

  2008 — 2009

• Lindenwood University

  Masters, Business Administration (MBA)

  2010 — 2012