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Skills

  • Tax law compliance
  • Amended Tax Return Preparation
  • Knowledge of Circular 230 Regulations
  • Complex Tax Form Preparation
  • Organization
  • Asset protection expertise
  • Security systems
  • First Aid/CPR
  • Problem resolution
  • Insurance sales strategy

Work Experiences

  • Achieved 2015 repeat client rate.
  • Achieved approvals in under 12 days.
  • Achieved no defaults reported.
  • Was able to quickly resolve standard issues by conducting thorough research, vendor management, and strategic planning.
  • Reduced project delays by effectively training employees on best practices and protocols.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.
  • Developed a reputation for punctuality and hard work.
  • Management recognized me for providing outstanding customer service.
  • Finished category of project, which resulted in standard.
  • Used HubSpot to compile data gathered from various sources.

Summaries

  • Accomplished tax advocate with expertise in taxpayer representation.
  • Proficient in promoting initiative by leveraging strategic planning and data analysis knowledge.
  • Expertise in insurance products, service, and customer needs has been demonstrated.
  • Licensed Enrollment Agent is a hardworking and dependable Licensed Enrollment Agent who excels at risk assessment and performance reporting.
  • Motivating leader who has built and managed method teams in the past.
  • Vendor management in metric settings and performance reporting in cross-functional collaboration settings.
  • Multilingual and fluent in Japanese and Spanish, with a strong grasp of cultural differences.
  • Communicative and team-oriented, with Workday expertise.
  • Looking for a new job with a company in the Miscellaneous sector.
  • Achieved a 30% success rate in IRS cases.

Accomplishments

  • Utilized advanced communication skills to explain complex IRS procedures to clients, improving overall customer satisfaction scores by 83%.
  • Managed high-net-worth client portfolios, consistently maintaining a 84% satisfaction rate due to effective tax-saving recommendations.
  • Designed and implemented tax education programs for small business owners, leading to a 78% reduction in tax-related errors and audits.
  • Led efforts in implementing client data confidentiality strategies, improving security ratings by 85% across all tax documents processed.
  • Resolved complicated tax issues for clients in Miscellaneous, saving them an aggregate of $9 in back taxes and penalties.
  • Collaborated with accountants and financial planners to develop comprehensive tax-saving strategies, resulting in a $5 in savings for top clients.
  • Conducted detailed corporate compliance audits, discovering 72% in previously overlooked deductions for Miscellaneous clients.
  • Spearheaded the integration of Asana, increasing tax form accuracy and decreasing filing errors by 21% within 2024.
  • Reviewed past tax returns for accuracy, uncovering errors and successfully recovering an average of $17 per client by filing amendments.
  • Streamlined the tax preparation process by introducing Tableau, reducing the average preparation time by 59% per client.

Affiliations

  • Enrolled in the AICPA Tax Adviser membership, contributing articles on federal tax reform and tax efficiency for small businesses.
  • Member of the National Conference of CPA Practitioners, regularly sharing insights on multi-state tax filings.
  • Certified Peer Reviewer for state taxation cases within the IRS Independent Office of Appeals framework.
  • Member of the Society of Professional Tax Resolution Specialists (SPTS) professional education program, advancing skills in IRS form negotiation.
  • Certified member of the Tax Court Bar, overseeing audit and settlement issues in client cases before the U.S. Tax Court.
  • Volunteer Tax Advisor for the IRS’s Volunteer Income Tax Assistance (VITA) Program, specializing in assisting low-income taxpayers.
  • Affiliated with the American Bar Association (ABA) Section of Taxation, collaborating with professionals on challenging tax code issues.
  • Enrolled in the IRS CE Provider Program, maintaining up-to-date Continuing Education credits on tax law changes.
  • Contributing tax expert for the Financial Planning Association Programs, focusing on tax-efficient cash flow management strategies.
  • Annual attendee of FEA's National Tax Preparation and Representation Workshop, focusing on small business tax strategies.

Certifications

  • Certified Tax Planner (CTP) - Lakeside Partners
  • CompTIA Network+
  • Certified in Tax Process Automation - Jira
  • SHRM Certified Professional (SHRM-CP)
  • Fundamentals of Personal Income Tax Filing Certificate
  • Corporate Taxation Specialist - Meridian
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified in IRS Payment Plan Negotiation - Beacon Labs
  • Tax Code Research Specialist - Beacon Labs
  • SAP Certified Application Associate

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