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Skills

  • Data gathering
  • MS Office
  • Advanced Excel for tax calculations
  • International taxation laws
  • Invoice generation
  • Multi-state tax filing
  • Project organization
  • RFI Scanners
  • Organization
  • Tax accounting

Work Experiences

  • Advised clients on retirement contributions and tax implications, increasing deferred savings by $6 over 8 years.
  • Achieved Top Performer for achieving the highest client satisfaction rate, maintaining an error rate of less than 56%.
  • Acted as a liaison between clients and tax authorities, such as IRS agents.
  • Kept copies of completed returns and related documents in accordance with company policies and procedures.
  • Communicated critical updates to clients.
  • Prepared individual income, gift, and estate tax returns for the United States and states.
  • Conducted hands-on training sessions.
  • Catered to clients with shifting residency.
  • Advised clients on retirement contributions.
  • Devised strategies to assist clients in reducing liabilities and increasing deductions in future tax periods.

Summaries

  • Exceptionally well-organized, with the ability to multitask and prioritize multiple tasks.
  • Proven leader with a track record of successfully mentoring junior associates.
  • Scrum Master certified
  • Highly skilled at responding to audits and tax notices from the IRS and state agencies.
  • Driven Federal Income Tax Preparer who excels at analyzing financial histories and preparing accurate tax returns for customers from all walks of life.
  • Looking forward to taking on a new challenge with a successful team.
  • Federal Income Tax Preparer and team leader with 13 years of experience in initiative settings.
  • Federal Income Tax Preparer with workflow optimization and client relations abilities.
  • Multilingual and fluent in Spanish and Mandarin, with a strong grasp of cultural differences.
  • Communicative and team-oriented, with Microsoft Excel expertise.

Accomplishments

  • Optimized year-end tax filing processes, reducing firm expenses associated with client service by 43%.
  • Collaborated with fiduciaries and estate planners to manage estate and gift taxes, leading to an estate tax liability reduction of $11 for clients.
  • Proficiently utilized tax preparation software such as ServiceNow to accurately submit multi-state and federal returns, reducing processing errors by 37%.
  • Leveraged Workday and other e-filing platforms to ensure complete and accurate corporate tax return submission, improving timeliness by 34%.
  • Developed a streamlined system for online tax filing using Microsoft Excel, improving overall efficiency and reducing return errors by 72%.
  • Enhanced client satisfaction rate by ensuring that 28% of clients received timely, personalized consultation services tailored to their tax needs.
  • Reduced client audit exposure by conducting internal compliance audits for small businesses, achieving a 46% reduction in reportable errors.
  • Monitored changes in federal tax laws, ensuring clients' tax filings were updated in line with the latest compliance regulations, reducing audit risk by 73%.
  • Collaborated with legal professionals on 13 complex tax audits, successfully reducing penalties by 29% for the fiscal year 2022.
  • Identified refundable tax credits and deductions for clients in various industries, resulting in a total recovery of $18 for the year 2024.

Affiliations

  • Graduated with a Tax Preparation Certificate from Northwind, specializing in multi-state tax preparation and auditing.
  • Completed certification in Foreign Tax Compliance from Cedar Works, strengthening cross-border tax planning expertise.
  • Completed the Corporate Tax Planning certification from Brightline, focusing on minimizing liabilities for small businesses.
  • Completed coursework from The Income Tax School, specializing in corporate tax planning and deduction optimization.
  • Enrolled in the AICPA Tax Section, participating in the development of best practice guides on managing tax audits.
  • Previous attendee and presenter at the IRS Nationwide Tax Forums, sharing insights on multi-state tax strategies.
  • Enrolled in the National Society of Accountants (NSA) mentorship program to deepen tax planning skills.
  • Participated in the Accounting & Auditing Update seminar series organized by the AICPA, focusing on tax-related audit findings.
  • Active member of the Association of International Certified Professional Accountants (AICPA Global Career Hub), staying informed on global tax regimes.
  • Achieved Advanced Certification in Tax Preparation from category, improving accuracy with Salesforce tax software.

Certifications

  • Tax Policy and Administration Certificate - program
  • American Academy of Financial Management (AAFM)
  • Certified Fraud Examiner (CFE) program
  • Chartered Financial Consultant (ChFC) – The American College of Financial Services
  • IRS Certified Acceptance Agent (CAA)
  • Accredited Tax Preparer (ATP) – Accreditation Council for Accountancy and Taxation (ACAT)
  • Google Certified Professional Cloud Architect
  • Apple Certified Associate (ACA)
  • Accredited Business Accountant (ABA) - National Society of Accountants
  • Salesforce

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