Lisa Drahucz
Taylors
Summary
Results-oriented Senior Tax Advisor with expertise in tax compliance, client advisory, and complex issue resolution. Proven track record of managing teams and delivering meticulous tax strategies that enhance client financial outcomes.
Overview
22
22
years of professional experience
Work History
Senior Tax Advisor
H&R Block
Lantana
11.2004 - 06.2026
- Advised clients on federal and state tax regulations to ensure compliance.
- Prepared complex individual and business tax returns with meticulous attention to detail.
- Conducted tax research to resolve client inquiries and enhance tax strategies.
- Reviewed client documentation to ensure accuracy and completeness of tax submissions.
- Assisted clients in resolving IRS notices and audits, enhancing their compliance and peace of mind.
- Finalized and processed paperwork with local, state, and federal authorities.
- Analyzed clients' financial information to guarantee precise tax return filings.
- Calculated quarterly estimated tax payments for self-employed individuals and small businesses to ensure timely compliance.
Manager
H&r Block
Lantana
11.2004 - 06.2026
- Managed tax preparation teams to ensure timely completion of client returns.
- Trained staff on tax regulations and software for improved service delivery.
- Coordinated client consultations to address tax-related inquiries and concerns.
- Evaluated team performance and provided constructive feedback for development.
- Fostered a positive work environment to enhance team collaboration and morale.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Coached, mentored and trained team members in order to improve their job performance.
- Provided leadership during times of organizational change or crisis situations.
- Recruited and hired qualified candidates to fill open positions.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Ensured compliance with industry regulations and company policies.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Associate of Science - Accounting
Palm Beach State College
Lake Worth, FL05-2004
Skills
- Tax compliance and preparation
- Tax research and analysis
- Regulatory compliance
- Audit resolution strategies
- Client management
- Team leadership
- Staff training and development
- Performance evaluation
- Problem solving and conflict resolution
- Effective communication skills
Timeline
Senior Tax Advisor
H&R Block
11.2004 - 06.2026
Manager
H&r Block
11.2004 - 06.2026
Associate of Science - Accounting
Palm Beach State College