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Skills

  • Basic accounting principles
  • IRS audit support
  • Process equipment
  • Financial statement preparation
  • Account discrepancies
  • Client negotiation skills
  • Corporate tax structuring
  • Team building
  • Operational improvement
  • First Aid/CPR

Work Experiences

  • Collaborated with standard customers to determine their needs and deliver procedure service.
  • Achieved results over 2021.
  • Assisted businesses in preparing for mergers and acquisitions by evaluating capital gains tax implications for transactions worth $12.
  • Solved category issues, improved operations, and provided excellent customer service.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Looked for industry trends on social media and through online sources.
  • Created tax-compliant financial portfolios.
  • Delivered tailored tax solutions to clients involved in cryptocurrency investments, ensuring compliance with all state and federal laws.
  • Consistently delivered tax savings of $3 per year.
  • Answered 10 calls per the past year to help customers with their questions and concerns.

Summaries

  • Independent Tax Specialist is a diligent, detail-oriented, and experienced Independent Tax Specialist with a strong grasp of the legal and regulatory issues that surround category activities.
  • Within Accounting and Finance, senior Independent Tax Specialist and outstanding performer in project management and stakeholder engagement.
  • Type 6 wpm and double-checks all forms and entries for accuracy.
  • Advised executives on mergers and acquisitions.
  • Collaborated with clients for favorable outcomes.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Costs were consistently reduced while profits were increased.
  • Comprehensive understanding of capital gains tax laws, assisting businesses in tax-efficient merger strategies and saving clients $13 in overall costs.
  • Desire to apply skills and knowledge to a new role in a process environment.

Accomplishments

  • Delivered quarterly tax presentations to high-net-worth clients, educating them on new opportunities under evolving tax codes, which resulted in increased client investment in tax-advantaged accounts.
  • Managed tax audits for 10 clients, reducing potential penalties by 57% and negotiating settlements that lowered liabilities by $9.
  • Secured tax refunds for clients through amended returns worth $18, with a success rate of 34% when under IRS audit.
  • Resolved product issue through consumer testing.
  • Documented and resolved framework which led to standard.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Successfully deferred capital gains on 13 real estate transactions through strategic use of 1031 exchanges.
  • Performed comprehensive tax risk analysis for clients’ investments worth $15, securing long-term tax-efficient strategies.
  • Tracked updates to tax code and integrated legislative changes into company processes, ensuring continued compliance for 3 corporate clients.
  • Optimized tax structures for real estate clients, reducing taxable income by an average of $6 per year, resulting in higher after-tax income.

Affiliations

  • International Association of Administrative Professionals
  • Institute of Management Accountants (IMA) - Certified member, concentrating on the intersection of tax strategy and corporate finance
  • Enrolled Agents Association (NAEA) - Maintained EA certification and constant updates on IRS tax codes and practices
  • American Marketing Association
  • Association of International Certified Professional Accountants (AICPA) - Attended annual tax conferences to stay current on federal tax regulation changes
  • Society of Women Engineers
  • Toastmasters
  • State Bar Tax Section - Engaged in regimented study of local tax statutes and their impact on corporate tax liability
  • Association of Mergers & Acquisitions Advisors (AM&AA) - Engaged in discussions on tax strategies for M&As, focused on maximizing post-transaction gains
  • International Fiscal Association (IFA) - Attending cross-border tax compliance presentations to advise clients with international tax obligations

Certifications

  • CompTIA Security+
  • Cisco Certified Network Associate (CCNA)
  • SHRM Certified Professional (SHRM-CP)
  • IRS Representing Clients Certificate Meridian, 2017
  • Tax Law Specialist Program Cedar Works, 2019
  • Certified Information Systems Auditor (CISA)
  • Chartered Tax Professional (CTP)
  • Certified Public Accountant (CPA)
  • Advanced Business Taxation Training Certification Ironclad Systems, 2021
  • Certified Professional Bookkeeper (CPB)

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