William Coley

About William Coley

Solving problems you don’t know you have in ways you can’t begin to imagine.I used to be an Eagle. A good ol’ Eagle too.

Experience

1. Master Tax Advisor Enrolled Agent

   H&R Block

   Jan 2013 — Present · Bristol, CT, US

   As a Master Tax Advisor and federally licensed Enrolled Agent at H&R Block, I provide expert-level tax preparation, planning, and representation services for individuals and small businesses. This role combines deep technical knowledge of U.S. tax law with a client-first approach, ensuring every taxpayer receives accurate returns, proactive guidance, and peace of mind when navigating complex tax situations.Key ResponsibilitiesDeliver advanced tax preparation services for individual, small business, and self-employed clients.Represent clients before the IRS in audits, collections, and appeals.Provide proactive tax planning and advisory services to minimize liabilities and optimize financial outcomes.Mentor and support associate and senior tax professionals, contributing to their technical development.Stay current on federal, state, and local tax law changes and integrate updates into client strategies.Build trusted, long-term relationships with clients by offering year-round financial and tax guidance.QualificationsLicensed Enrolled Agent (EA) with unlimited practice rights before the IRS.Extensive experience preparing complex federal and state tax returns.Strong knowledge of tax research, planning, and compliance.Demonstrated ability to explain complex tax matters in clear, client-friendly language.Commitment to client confidentiality, accuracy, and compliance standards.What I Bring to ClientsProven expertise in handling the most challenging tax scenarios.A consultative, approachable style that builds confidence and trust.Dedication to delivering value year-round—not just during tax season.

Education

• Roger Williams University

  Bachelor of Science (B.S.), Criminal Justice

  2008 — 2012

Skills

• Food Safety
• Work Orders
• Disaster Response
• Emergency Services
• Customer Retention
• Personal Income Tax Returns
• Warehouse Management Systems
• Microsoft Office
• Customer Service
• Warehouse Operations
• Hours Accounting
• Income Tax
• Conflict Resolution
• Supervisory Skills
• Baan Erp
• Insurance
• Communication
• Research
• Irs
• Bls
• Ethics
• Firefighting
• Emt
• Microsoft Excel
• Powerpoint
• U.s. National Incident Management System (Nims)
• Emergency Management
• Pivot Tables
• Production Schedules
• Aed
• Visual Basic for Applications (Vba)
• Incident Command
• Time Management
• Quality Assurance
• Production Planning
• Tax Preparation
• Tax Audit Representation
• Nims
• Outlook
• Sql