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Skills

  • Audit support and documentation
  • Client relationship management
  • Collaborating with tax consultants
  • Attention to detail in document review
  • Problem resolution
  • Planning and coordination
  • Valuations and estimations
  • MS Office
  • Relationship development
  • Tax strategy implementation

Work Experiences

  • Assisted with adjustments to minimize future tax liabilities.
  • Assisted in responding to audit requests.
  • Anticipated changes to improve forecasting accuracy.
  • Prepared written responses or tax return amendments in response to state and federal tax notices.
  • Created work papers and lead sheets, as well as tax projects and payment forecasts.
  • Calculated payroll tax liabilities for businesses.
  • Analyzed data and calculated liabilities and deductions based on the applicable tax code.
  • Communicated with the IRS for accurate assessments.
  • Used federal and state government regulations to prepare accurate and compliant tax returns for clients in the Banking and Financial Services.
  • Assisted with payroll and employment tax filings.

Summaries

  • Proficient Tax Preparer Assistant knowledgeable about risk assessment and process improvement. Dedicated to developing acquired skills and becoming valued team member for Northwind. Hardworking and reliable with interpersonal, administrative and critical thinking skills.
  • Continuous team development and bottom-line profitability are priorities.
  • Motivating leader who has built and managed system teams in the past.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Tax Preparer Assistant with over 2 years of experience assisting businesses with income tax, financial reporting, and remittance regulations.
  • Lean certified
  • Energetic Tax Preparer Assistant who enjoys assisting process customers in reducing liabilities, increasing deductions, and meeting a variety of financial needs.
  • Driven Tax Preparer Assistant who excels at analyzing financial histories and preparing accurate tax returns for customers from all walks of life.
  • Tax Preparer Assistant and team leader with 17 years of experience in initiative settings.
  • Proven leader with a track record of successfully mentoring junior associates.

Accomplishments

  • Generated comprehensive reports on client tax liabilities, providing clear summaries for decision-making and strategic planning.
  • Maintained detailed, timely records of tax payments and due dates for clients, increasing compliance and reducing penalties by 26%.
  • Assisted in maximizing charitable deduction amounts, resulting in clients saving up to $9 annually on taxes.
  • Implemented an optimized workflow using Asana, reducing data entry errors and increasing the team’s efficiency by 53% overall.
  • Assisted senior tax preparers with multi-state tax filings for clients with complex income sources, ensuring compliance across jurisdictions.
  • Reduced office errors by cross-referencing tax forms and supporting documents, contributing to a 18% reduction in IRS rejections for misfiled claims.
  • Tracked and documented quarterly tax payments for 13 small businesses, minimizing risks of late fees and penalties.
  • Helped clients calculate and submit accurate estimated quarterly tax payments, improving cash flow and avoiding IRS penalties.
  • Collaborated with clients to ensure accurate documentation for employment income, investments, and self-employment income, yielding accurate filings.
  • Reduced the tax preparation timeline by 14 days by implementing an organized client documentation retrieval process.

Affiliations

  • Affiliated with the International Association of Registered Financial Consultants (IARFC), focusing on integrating taxation into holistic financial planning.
  • Enrolled Agent (EA) Certification through the Internal Revenue Service (IRS) with licensing anticipated in 2015.
  • Supporting member of the Tax Executives Institute (TEI), attending events on international and corporate tax issues.
  • Completed certification for proficiency in category to enhance efficiency in e-filing and preparation tasks.
  • Member of the National Association of Tax Professionals (NATP), contributing to ongoing professional development and staying current with industry trends and regulations.
  • Completed advanced coursework in Federal Income Taxation at program, applying contemporary tax research to client cases.
  • Enrolled in courses for advanced tax education through the University of Chicago, expected to finish by 2018.
  • Aspiring Certified Public Accountant (CPA) working toward licensure in 2021.
  • Alumni of the Institute of Tax Consultants (2022), specializing in advanced tax planning techniques for small businesses.
  • Licensed to operate as a Certified Tax Professional through Washington Department of Revenue, ensuring compliance with local tax laws.

Certifications

  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP)
  • Fundamentals of Payroll Certification (FPC)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Business Analysis Professional (CBAP)
  • Association for Project Management (APM)
  • Certified Tax Strategist (CTS), framework
  • Certificate in Tax Research and Analysis
  • Certified Financial Planner (CFP)
  • IRS Tax Law Exam metric

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