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Skills

  • Year-end tax provision proficiency
  • Methodology implementation
  • Financial statements expertise
  • Tax reporting
  • Project management
  • Client assessment and analysis
  • Food preparation
  • Tax law compliance
  • Data analysis
  • Inspection reviews

Work Experiences

  • Achieved a $10 tax abatement for a key client.
  • Saved the client $18 by determining whether they were eligible for process credit.
  • Achieved results across 2019.
  • Worked with clients to assess and mitigate future tax liabilities, as well as determine tax abatement eligibility.
  • Was in charge of a team of 18 tax professionals who worked with up to 13 clients each year.
  • Achieved yearly client savings of $8.
  • Conducted an initial client assessment and analysis to begin the research process.
  • Advised clients on changes in tax legislation, ensuring they remained compliant while minimizing their taxable income by 68%.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Achieved tax savings for clients.

Summaries

  • Top-producing salesperson and industry expert in Banking and Financial Services.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Professional Tax Preparer with 5 years of successful vendor management and team leadership experience.
  • Detail-oriented Professional Tax Preparer with over 7 years of experience preparing taxes for a variety of entities.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Experienced in the preparation of sales, payroll, and excise documents.
  • Skilled at generating new business through the development of personalized relationships.
  • Successful in preparing 4individual tax returns and identifying refund opportunities.
  • When it comes to client management, he's a proven leader who knows how to build high-performing teams.

Accomplishments

  • Prepared
  • Advised
  • Managed
  • Increased
  • Documented and resolved method which led to system.
  • Trained
  • Marketing: Implemented marketing strategies which resulted in category growth of customer base.
  • Won
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Guided

Affiliations

  • CPA Financial Planning Services Specialist (PFS) process
  • Institute of Financial Consultants (IFC)
  • Alliance for Tax, Legal, and Accounting Supervision (ATLAS)
  • Lions Club
  • Chartered Institute of Taxation (CIOT)
  • American Payroll Association (APA)
  • Rotary International
  • Society of Women Engineers
  • National Association of Tax Professionals (NATP)
  • Global Indirect Tax Association (GITA)

Certifications

  • Enrolled Agent (EA) - process
  • Salesforce
  • Certified Public Accountant
  • Certified Business Intelligence Professional (CBIP) initiative
  • Tax Software Specialist process
  • Quickbooks ProAdvisor Certification - Intuit
  • Microsoft Excel Certification initiative
  • Certified Public Accountant (CPA) - Oregon Board of Accountancy
  • Cisco Certified Internetwork Expert (CCIE)
  • Apple Certified Associate (ACA)

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