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Skills

  • Advanced Excel for tax computations (e.g., PivotTables, VLOOKUP)
  • Audit coordination
  • Revising prior year tax returns
  • Expertise in standard
  • Research on changing state and federal tax laws
  • Multi-state tax return compliance
  • Identifying tax credits (e.g., R&D credit, WOTC)
  • Document preparation
  • Assisting with IRS audits
  • Deadline management for multi-client portfolios

Work Experiences

  • Achieved results for 2017.
  • Aided in proactive tax planning.
  • Advised 9 non-profit organizations on establishing tax-exempt status, ensuring proper classification and compliance under 501(c)(3) regulations.
  • Assisted individual and business clients.
  • Achieved zero required amendments.
  • Kept complete records of client tax returns and supporting documentation in secure areas.
  • Achieved a 33% reduction in penalties.
  • Achieved an internal recognition award for consistent punctuality in meeting the federal and state tax filing deadlines for 2017.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
  • Achieved 69% success rate of IRS acceptance.

Summaries

  • Uncovering unclaimed deductions and maximizing tax refunds was a success.
  • Conducting face-to-face tax interviews with a focused Federal and State Income Tax Preparer.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Expert at maximizing returns through the discovery of previously unclaimed deductions.
  • When it comes to client management, he's a proven leader who knows how to build high-performing teams.
  • Clear understanding of stakeholder engagement and cross-functional collaboration as well as budget management training.
  • To maximize returns, uses in-depth knowledge of tax code protocols.
  • Astute Federal and State Income Tax Preparer has 18 years of experience providing tax services in high-volume, fast-paced environments.
  • Recent program degree graduate in Miscellaneous eager to begin career as Federal and State Income Tax Preparer.
  • Maintains up-to-date knowledge of tax regulations and accounting technology as they change.

Accomplishments

  • Revised underreported tax filings, working directly with clients and the IRS, resulting in avoided tax penalties worth $2.
  • Effectively guided clients on tax planning matters, yielding long-term tax benefits and supporting a 17-year strategy.
  • Documented and resolved process which led to system.
  • Enhanced client relationships by offering tailored tax planning strategies that reduced liabilities by 59%.
  • Supported management in identifying key tax-saving opportunities, achieving corporate tax reductions by $13,000 over 2023.
  • Trained a team of 8 junior preparers in utilizing system, improving overall office efficiency by 66%.
  • Reviewed and corrected 16 taxpayer deductions in compliance with changing federal regulations, securing additional tax refunds exceeding $17.
  • Facilitated the smooth transition from manual to automated tax processing, cutting turnaround time by 31% for all clients.
  • Processed 12 corporate, trust, and personal tax filings using initiative with a documented 37% reduction in processing errors.
  • Monitored changes to both federal and state tax regulations, allowing clients to capitalize on evolving tax credits, totaling $11 in savings.

Affiliations

  • Graduate of H&R Block Income Tax Course
  • American Medical Informatics Association
  • Multistate Tax Commission (MTC) Contributor
  • Foreign Account Tax Compliance Act (FATCA) Compliance Group
  • Freemason
  • Society of Human Resource Management
  • Accounting and Financial Women's Alliance (AFWA)
  • American Marketing Association
  • American Society of Safety Professionals
  • Toastmasters

Certifications

  • State and Federal Audit Representation Certification - metric
  • State and Local Tax Certification (SALT) - system
  • Accredited Tax Preparer (ATP) – Accreditation Council for Accountancy and Taxation (ACAT)
  • Master Tax Advisor (MTA) Certification - standard
  • Cisco Certified Network Associate (CCNA)
  • IRS Annual Filing Season Program (AFSP) - Completion Certificate
  • Business Tax Certificate - National Association of Enrolled Agents (NAEA)
  • Continuing Education (CE) Credits in Tax Law (IRC 201 and 202)
  • Fundamentals of Payroll Certification (FPC) - initiative
  • Certified Indirect Tax Professional (CITP)

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