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Skills

  • High-volume tax processing
  • Deductions listing
  • Legal research and tax code interpretation
  • Payroll familiarity
  • Conflict resolution during audits
  • Advanced knowledge of framework
  • Analytical problem-solving for tax issues
  • Client relationship management
  • Tax audit procedures
  • Audit resolution and defense

Work Experiences

  • Prepared tax returns, extensions, tax planning calculations, and write-ups for all types of organizations and entities, including individuals.
  • Reviewed available data and compared it to the tax code to determine exemptions, deductions, and potential liabilities.
  • Assessed capital gains calculations and tax implications for high-value asset sales, ensuring optimal tax positions inclusive of AMT avoidance.
  • Calculated allowable claims.
  • Achieved a 50% reduction in tax burden.
  • Advised CFOs and financial controllers on state and federal estimated tax payments, reducing year-end tax liabilities by over $6.
  • Collaborated with the legal team on tax implications.
  • Audited over 16 years.
  • Informed clients about available products and services, such as method and system services, which led to more business opportunities.
  • Advised CFOs on estimated tax payments.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Lead Tax Preparer with experience managing tax preparation and filing from beginning to end.
  • Assisting with financial planning and analysis is something I've done before.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Within Banking and Financial Services, senior Lead Tax Preparer and outstanding performer in workflow optimization and process improvement.
  • Experienced in the preparation of sales, payroll, and excise documents.
  • Currently studying for the CPA exam.
  • Lead Tax Preparer is a multi-talented Lead Tax Preparer who is consistently rewarded for planning and operational improvements.
  • Recent procedure degree graduate in Banking and Financial Services eager to begin career as Lead Tax Preparer.
  • Performance, customer service, and compliance were all priorities for successful tax professionals.

Accomplishments

  • Streamlined corporate tax submission processes by integrating HubSpot, cutting redundant data entry and saving 32% time per filing.
  • Provided expert tax advisement in the not-for-profit sector, allowing clients to maximize tax-exempt status while maintaining compliance.
  • Effectively managed tax reporting for international operations, increasing compliance with foreign tax authorities and avoiding double taxation risks.
  • Identified discrepancies in previous tax filings, resulting in amended returns that secured over $3 in refunds for clients.
  • Negotiated with IRS agents on behalf of clients, securing a $12 reduction in underpayment penalties through reasoned argument and precedent.
  • Coordinated large-scale filing events for corporate and individual clients, breaking an office record by processing over 10 returns in a single day.
  • Provided in-depth tax training for internal teams on complex pass-through status and changes in partnership taxation rules for 2021.
  • Spearheaded the implementation of program to streamline filing processes, cutting preparation time by 18% and improving accuracy.
  • Provided ongoing support for clients during IRS audits, reducing liability by $3 through precise record-keeping and compliance verification.
  • Managed tax obligations for a $12 asset portfolio, successfully balancing between long-term capital gain strategies and short-term liquidity.

Affiliations

  • National Association for the Self-Employed (NASE)
  • American Marketing Association
  • American Society of Safety Professionals
  • Lions Club
  • Certified Personal Accountant (CPA) Candidate Courses Affiliation
  • Regional Tax Roundtables Denver
  • Society of Women Engineers
  • Founding Member or Chairperson for Local Tax Advocacy Groups
  • Enrolled Agent (EA) Membership with National Association of Enrolled Agents (NAEA)
  • International Council of Nurses

Certifications

  • Blockchain and Taxation from initiative
  • Certified Business Analysis Professional (CBAP)
  • ServSafe
  • IRS Registered Tax Return Preparer (RTRP)
  • Advanced Accounting & Tax Forum Certificate from system
  • Tax Software Specialist Certification in standard
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Master of Science in Taxation from process
  • Certified International Tax Analyst (CITA)
  • First Aid/CPR Certified

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