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Deb Shultz is listed as Customer Service for 45 years at H&R Block, a company with 21410 employees, based in Lynnfield, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Deb Shultz.
Deb Shultz previously worked as Master Tax Advisor at H&R Block and Supervising Claims Administrator at Talx Corporation, Division Of Equifax. Deb Shultz holds Bachelor'S Degree, Elementary Education And American History from Salem State College.
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3/1972 -- 3/2014 Equifax Workforce Solutions (formerly TALX U Express, formerly Jon-Jay Associates, Peabody, MA). Senior UI Claims Administrator: Responsible for all aspects of all unemployment claims filed against my assigned clients’ accounts. This includes processing the initial claim with details and documentation obtained from the employer; responding to the inquiries from the unemployment office prior to determination; analyzing and if necessary appealing the determinations to the commonwealth; setting up and participating in the ensuing hearings. During my employment there I also was privileged to manage the audit/tax department, verifying and predicting the UI tax rates while assisting in the UI budgets for accounts that are not on the tax-paying method for and auditing the monthly/quarterly statements of benefit charges. This department was also responsible for designing and issuing quarterly and annual reports of activity and successful outcomes of these processes. 1/1984 -- 4/2020 part-time H & R Block, Saugus, MA. Master Tax Advisor / Enrolled Agent: Processing all aspects of individual tax returns. This includes annual education and re-certification, passing required IRS exams, mentoring new employees.
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Saugus, Massachusetts
2014 Passed the Enrolled Agent IRS exam and became a Master Tax Advisor for H & R Block, effective January 1, 2015.Primarily responsible for preparing individual tax returns, specializing in Sole Proprietorships, Rental Properties and Small Trusts
Peabody, Mass
Responsible for daily Unemployment Insurance (UI) claims activity for a specific group of clients, including advising witnesses who are attending hearings.
Peabody, Mass
Responsible for Auditors and Tax Analysts verifying Employer UI benefit charges and quarterly and annual UI Taxes as well as producing quarterly and annual client reports of UI activity and and tax dollar savings. This department also monitored and reported on actual and projected UI costs for our non-profit clients.
Lynnfield, Mass
Attended UI hearings with witnesses from empoyer clients to facilitate their testimony. Between hearings audited monthly UI benefit charges and quarterly and annual UI taxes. Wrote annual reports for clients summarizing their UI activity and tax savings. Reported and projected non-profit clients' UI costs.
Springfield, Mass
Responsible for managing the branch office covering western Massachusetts. This office took care of all aspects of our UI clients located Worcester and west as well as Connecticut and New York. All UI claims, hearings, benefits, annual tax rates for profit clients and all costs and projected budgets for non-profit employers, as well as their quarterly and.
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Christine Nowicki
Colleague at H&R Block
Anchorage, Alaska, United States, United States
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Kathryn Whitten
Colleague at H&R Block
Mohkhed, Madhya Pradesh, India, India
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Patricia Roessler
Colleague at H&R Block
Dallas-Fort Worth Metroplex, United States
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Vito Petriello
Colleague at H&R Block
Mount Vernon, New York, United States, United States
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Christina Keating-Davis
Colleague at H&R Block
Baltimore City County, Maryland, United States, United States
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Angelina Gonzalez
Colleague at H&R Block
Laredo, Texas, United States, United States
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Ashleigh Mitchell, Mpa
Colleague at H&R Block
Lumberton, North Carolina, United States, United States
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Melissa Kriska
Colleague at H&R Block
Louisville, Ohio, United States, United States
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梁武超
Colleague at H&R Block
Wuhan, Hubei, China, China
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Reuben Hajibai
Colleague at H&R Block
Great Neck, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Deb Shultz works for H&R Block.
Deb Shultz is listed as Customer Service for 45 years at H&R Block.
Deb Shultz is based in Lynnfield, Massachusetts, United States while working with H&R Block.
Deb Shultz has worked for H&R Block, Talx Corporation, Division Of Equifax, and Jon-Jay Associates, Inc..
Deb Shultz's colleagues at H&R Block include Christine Nowicki, Kathryn Whitten, Patricia Roessler, Vito Petriello, and Christina Keating-Davis.
You can use AeroLeads to view verified contact signals for Deb Shultz at H&R Block, including work email, phone, and LinkedIn data when available.
Deb Shultz holds Bachelor'S Degree, Elementary Education And American History from Salem State College.
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