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Skills

  • Client confidentiality and data security
  • Financial statements expertise
  • Multi-jurisdiction tax filing
  • Cross-functional team collaboration
  • High-volume tax season management
  • Proficiency in procedure integration with tax filing
  • Reconciliations of client financial data
  • Tax audit resolution
  • Cutting-edge tax technology utilization
  • Document preparation

Work Experiences

  • Prepared tax returns, extensions, tax planning calculations, and write-ups for all types of organizations and entities, including individuals.
  • Conducted tax research on new legislation.
  • Kept complete records of client tax returns and supporting documentation in secure areas.
  • Advised on ServiceNow investment strategies.
  • Collaborated with management and C-suite executives in yearly tax planning, minimizing tax burdens across business operations by $18.
  • Prepared a wide range of returns, including those for corporations, fiduciaries, gifts, individuals, and private foundations.
  • Collaborated with cross-functional teams.
  • Was in charge of a team of 13 tax professionals who worked with up to 6 clients each year.
  • Cut document preparation time by 53% for audits.
  • Saved the client $18 by determining whether they were eligible for standard credit.

Summaries

  • Tax Processing Specialist with 12 years of successful client relations and cross-functional collaboration experience.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Detail-oriented with experience preparing individual and business tax returns at the local, state, and federal levels.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Dedicated tax preparer with experience reviewing statements, preparing returns, and filing returns.
  • Skilled at forming new business relationships and influencing organizational growth.
  • Successful in preparing 15individual tax returns and identifying refund opportunities.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Currently studying for the CPA exam.
  • Tax professional with a passion for metric tax returns.

Accomplishments

  • Collaborated closely with third-party auditors during tax performance reviews, improving transparency and reducing compliance risk by 19% over two years.
  • Acted as the primary point of contact for 7 clients during tax season, achieving a 15% increase in client retention due to improved communication and accuracy.
  • Designed customized tax reports that allowed engineering to reduce tax prep times, resulting in a 71% increase in on-time submissions.
  • Assisted in the preparation and review of 16 tax returns, facilitating 67% faster filing time compared to prior seasons.
  • Provided tax planning consultancy to high-net-worth clients, resulting in 31% increase in tax-efficient investment strategies year-over-year.
  • Performed diligent tax assessments and estimated quarterly payments for clients, preventing overpayment and securing refunds totaling $13.
  • Collaborated with team of 12 in the development of standard.
  • Monitored tax law changes in multiple jurisdictions, providing advisory services that helped clients avoid penalties and non-compliance fees of up to $10.
  • Developed a process to track state-specific tax changes for multi-state operations, ensuring compliance and avoiding penalties across 18 jurisdictions.
  • Implemented a new data validation process that cut tax form discrepancies by 70% and decreased re-filings by 13 cases annually.

Affiliations

  • American Payroll Association (APA)
  • Toastmasters
  • Enrolled Agent (EA) Status with IRS
  • Association for Computers and Taxation (ACT)
  • Jaycees
  • Certified Management Accountant (CMA) Program
  • Federation of Tax Administrators (FTA)
  • Certified Corporate Tax Specialist (CCTS)
  • Rotary International
  • National Association of Social Workers

Certifications

  • Financial Services Audit Certification - initiative
  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Tax Professional (CTP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Fraud Examiner (CFE) - Cedar Works
  • SHRM Certified Professional (SHRM-CP)
  • ServSafe
  • Chartered Financial Consultant (ChFC) - program
  • Certified Management Accountant (CMA)
  • QuickBooks Certified User (QBCU)

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