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Skills

  • Supervision
  • Team building
  • First Aid/CPR
  • Great Plains
  • Data reconciliation
  • Calendar management for tax deadlines
  • Financial planner
  • Project organization
  • Communications
  • ATX Total Tax Office

Work Experiences

  • Assisted in preparing tax documents for nonprofit organizations.
  • Assessed and devised potential improvements to accounting controls on a regular basis.
  • Cut the time it took to enter data by 10% and cut the number of errors by 15%.
  • Analyzed client financial data to generate cost-benefit projections, yielding over $5 in tax deferrals for businesses in various sectors.
  • Evaluated the financial records of the company for accuracy, completeness, and integrity.
  • Automated key elements of income tax preparation.
  • Assisted with the preparation of consolidated tax reports.
  • Was in charge of daily accounting tasks such as expense tracking, deposit preparation, and payment preparation.
  • Prepared an average of 7 annual federal, state, and local tax returns for both individuals and businesses.
  • Reduced financial inconsistencies by reconciling accounts accurately while reviewing material assets, net worth, liabilities, surplus, income, and expense data.

Summaries

  • Communicative and team-oriented, with SAP expertise.
  • Proven track record of motivating coordinated to achieve team, individual, and management goals.
  • Achieved improvements through effective collaboration.
  • Stakeholder engagement Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Program and category have a proven track record.
  • Proficient in promoting method by leveraging performance reporting and team leadership knowledge.
  • Student pursuing a Accounting and Finance degree who is eager to contribute developed knowledge in the role of Tax Accountant Assistant.
  • Strategic thinker with expertise in performance reporting.

Accomplishments

  • Advised clients on tax-efficient investment portfolios, leading to an average tax-saving of 10 per client and contributing to a 57% retention rate improvement.
  • Streamlined data entry processes for quarterly tax filings using ServiceNow, cutting preparation time by 72%. Achieved consistent on-time filings for 5 consecutive periods.
  • Achieved Top Performer recognition for maintaining a clean audit trail across 11 complex tax filings within deadline.
  • Contributed to research and white-paper development on the implications of tax law changes, educating logistics on the IRS's new regulations for taxation in 2015.
  • Developed detailed tax strategies for both individual and small business clients that reduced taxable income by an average of 68% across 2019.
  • Resolved tax return discrepancies for non-profit and corporate clients, recovering tax credits worth $6, reducing overall liabilities.
  • Successfully managed quarterly tax filings for over 11 clients, including preparing estimated tax vouchers, leading to 16% improved client satisfaction.
  • Proactively researched state and federal withholding changes in 2023, resulting in improved payroll tax accuracy for multiple organizations.
  • Optimized quarterly tax estimations for clients, resulting in a 52% improvement in cash flow management and more accurate penalty forecasting.
  • Designed custom automated reports to notify key stakeholders of upcoming filing deadlines and updated tax laws, improving proactive measures within the team.

Affiliations

  • Member, Young Tax Professionals of Phoenix, 2021 – Present
  • Affiliate, National Association of Tax Professionals (NATP), 2015 – Present
  • Participant, AICPA Advanced Estate Planning Conference, 2020
  • Participant, AICPA Business Valuation and Forensic & Litigation Services Conference, 2021
  • Active Member, Tax Section of the State Bar Association, Chicago, 2016 – Present
  • Contributor, Tax Policy Center, Seattle, 2017 – Present
  • Active Attendee, IRS Nationwide Tax Forum, 2023
  • Affiliate, Institute for Professionals in Taxation (IPT), 2024 – Present
  • Volunteer, Local Taxpayer Advocate Program for Nonprofits, 2022
  • Active Member, Tax Executives Institute (TEI), 2021 – Present

Certifications

  • Professional in Business Analysis (PBA)
  • US Taxation and Compliance Certification
  • Certified Fraud Examiner (CFE)
  • Enrolled Agent (EA)
  • Certified Payroll Professional (CPP)
  • Cisco Certified Internetwork Expert (CCIE)
  • QuickBooks Certified User
  • H&R Block Income Tax Course Certification
  • Certified Management Accountant (CMA)
  • Fundamentals of Payroll Certification (FPC)

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