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Skills

  • Tax audit procedures
  • Data entry
  • QuickBooks proficiency
  • IFRS and GAAP experience
  • IRS e-filing systems proficiency
  • Tax code knowledge
  • Document preparation
  • IRS correspondence
  • Closing processes
  • Liabilities mitigation

Work Experiences

  • Contacted the IRS or other relevant government organizations on behalf of the client in order to address issues related to tax self-preparation.
  • Conducted client onboarding meetings.
  • Certified as an Six Sigma specialist.
  • Analyzed clients' financial documentation.
  • Saved the client $7 by determining whether they were eligible for procedure credit.
  • Prepared tax returns for clients in Accounting and Finance and Accounting and Finance according to government regulations and requirements.
  • Reviewed available data and compared it to the tax code to determine exemptions, deductions, and potential liabilities.
  • Achieved substantial tax savings for 14 clients.
  • Achieved 31% customer satisfaction.
  • Prepared a wide range of returns, including those for corporations, fiduciaries, gifts, individuals, and private foundations.

Summaries

  • History of exceeding expectations by going above and beyond.
  • Practical experience with financial analysis, tax returns, and tax-related research.
  • Individuals, non-profit organizations, corporations, and partnerships benefit from our expertise in preparing state and federal tax returns.
  • Astute Tax Preparation Specialist has 4 years of experience providing tax services in high-volume, fast-paced environments.
  • Skilled at generating new business through the development of personalized relationships.
  • When it comes to client management, he's a proven leader who knows how to build high-performing teams.
  • Developing individualized client strategies and reviewing financial statements are two areas of expertise.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Tax Preparation Specialist with experience managing tax preparation and filing from beginning to end.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Led seasonal tax preparation workshops with 15 participants, increasing awareness of new tax laws and how they affect individual filings.
  • Assisted in the preparation and filing of FBAR forms for clients with overseas assets, safeguard against penalties for international tax non-compliance.
  • Ran multi-year tax projections for small businesses, enabling proactive tax planning that saved clients an average of $16,000 per year.
  • Developed comprehensive tax compliance guides for international clients, minimizing tax exposure across 13 countries.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Expert in navigating international tax treaty benefits for expatriates, leading to better tax outcomes for 15 clients with foreign-sourced income.
  • Advised clients on tax implications of stock options, investments, and capital gains, achieving a 62% increase in tax efficiency.
  • Collaborated with financial advisors and accountants to develop comprehensive tax strategies for clients with diverse income streams, resulting in a 63% decrease in overall liabilities.
  • Effectively managed multiple client portfolios using ServiceNow, ensuring timely submission of returns and payments to avoid penalties and late fees.
  • Trained and mentored junior tax preparers, improving accuracy rates by 39% and speeding up the overall tax preparation time.

Affiliations

  • International Association of Administrative Professionals
  • Freemason
  • Toastmasters
  • National Conference of CPA Practitioners (NCCPAP)
  • Circular 230 Credentialed Professional
  • Member, National Tax Preparers Association (NTPA)
  • Lions Club
  • Enrolled Agent (EA) - IRS
  • Federation of Tax Administrators (FTA)
  • National Society of Tax Professionals (NSTP)

Certifications

  • Enrolled Agent (EA)
  • Accredited Tax Advisor (ATA)
  • Tax Planning and Advising for High Net-Worth Individuals (PPA)
  • Apple Certified Associate (ACA)
  • Certified Specialist in Retirement Planning (CSRP)
  • Business Tax Certification from Lakeside Partners
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified International Tax Analyst (CITA)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA Security+

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