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Skills

  • Supervision
  • Individual returns preparation
  • Research/due diligence
  • Security systems
  • Team building
  • Tax law
  • Organization
  • Tax accounting
  • RFI Scanners
  • Project organization

Work Experiences

  • Aided corporate clients in budgeting.
  • Prepared individual income, gift, and estate tax returns for the United States and states.
  • Assured timely and accurate filing of tax forms.
  • Determined whether clients were eligible for tax credits, abatements, or deductions through careful research and oversight.
  • Corresponded with the appropriate tax departments regarding customer requirements and issues.
  • Supported the efforts of senior-level accounting and tax preparation professionals to increase office productivity.
  • Automated internal processes for document review and data entry, reducing average tax preparation time by 30%.
  • Advised high-net-worth clients on strategies to minimize tax liability, leading to an average savings of $3 per client.
  • Achieved a 37% reduction in total tax outlay.
  • Analyzed data and calculated liabilities and deductions based on the applicable tax code.

Summaries

  • Quick learner with strong communication skills and a mature demeanor.
  • Offering Accounting and Finance experience of 11 years.
  • Highly skilled at responding to audits and tax notices from the IRS and state agencies.
  • Continuous team development and bottom-line profitability are priorities.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Looking forward to taking on a new challenge with a successful team.
  • Ambitious person with practical experience in a fast-paced tax services office.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Student pursuing a Accounting and Finance degree who is eager to contribute developed knowledge in the role of Tax Preparer Specialist.
  • Tax Preparer Specialist with stakeholder engagement and project management abilities.

Accomplishments

  • Implemented new tax-saving initiatives for multinational accounts, achieving $14 in annual tax savings across international jurisdictions.
  • Led quarterly tax review sessions to ensure optimal tax structure for clients with complex portfolios, realizing annual savings of 4.
  • Conducted mid-year reviews for corporate clients, adjusting tax estimates and avoiding potential penalties of up to $16.
  • Advised 6 high-net-worth clients on complex tax planning strategies, optimizing available credits and significantly reducing tax burdens.
  • Recognized for consistently reducing client tax liabilities by an average of 9 through strategic planning and detailed tax analysis.
  • Received ITIL, contributing to a strategic tax advisory that improved compliance accuracy and reduced audit risk for 10 clients.
  • Reduced tax filing turnaround for complex accounts by 82% through the implementation of updated software solutions and process efficiencies.
  • Served as the subject matter expert for cross-border tax issues, resolving compliance challenges and lowering tax liabilities in multiple jurisdictions by 12.
  • Initiated mid-year tax reviews for key accounts, proactively identifying and mitigating expected tax penalties by an average of $2.
  • Provided high-level tax advisory services that saved clients an average of 6 annually through strategic planning and careful tax code application.

Affiliations

  • Certified Management Accountant (CMA) focused on tax strategy and risk mitigation, 2022.
  • Active member of the Latino Tax Professionals Association (LTPA), specializing in bilingual tax services Spanish program.
  • Accredited Tax Preparer (ATP) designation to specialize in individual and small business tax returns 2024.
  • Enrolled Agent (EA) licensed by the IRS, engaged in ongoing professional education 2023.
  • Joined the International Tax Association, gaining expertise on global tax strategy and compliance 2022.
  • CPA Certification from Cedar Works, enhancing expertise in tax preparation and planning 2017.
  • Active engagement with the American Payroll Association (APA) for expertise in payroll and employment tax laws system.
  • Technology certificate in tax software systems from Northwind, improving tax automation processes 2018.
  • Regular contributor to the Tax Advisor learning platform, providing articles about IRS regulations 5 times per year category.
  • Obtained the Chartered Trust and Fiduciary Advisor (CTFA) designation for wealth and high-net-worth tax planning 2020.

Certifications

  • Association for Project Management (APM)
  • Multi-State Taxation Certificate – system
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Network Associate (CCNA)
  • Certified Payroll Professional (CPP) from American Payroll Association
  • SAP Certified Application Associate
  • Certified Tax Consultant (CTC) from National Association of Certified Public Bookkeepers
  • CompTIA A+ Technician
  • Tax Certification Program – Oregon Department of Revenue
  • Advanced Bookkeeping Certificate with Tax Specialization

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