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Skills

  • IRS Notice Response
  • Team management
  • Asset protection expertise
  • MS Office
  • Team building
  • RFI Scanners
  • Customer follow-up
  • Knowledge of Circular 230 Regulations
  • Email marketing
  • Security systems

Work Experiences

  • Achieved a 63% client satisfaction rate.
  • Worked with others to brainstorm new metric possibilities.
  • Used HubSpot to compile data gathered from various sources.
  • Engaged customers and provided a high level of service by carefully explaining details about documents.
  • Achieved Excellence Award for exemplary service and achieving a 74% audit pass rate for businesses under my guidance.
  • Achieved 2015 repeat client rate.
  • Was able to quickly resolve standard issues by conducting thorough research, vendor management, and strategic planning.
  • Assisted in the creation of system procedures.
  • Achieved results within 8 months.
  • Achieved approvals in under 12 days.

Summaries

  • Strategic thinker with expertise in project management.
  • Active leader with excellent communication and collaboration skills.
  • Achieved a 65% audit success rate.
  • Service-oriented and quality-focused, with 18 years of Miscellaneous experience and a track record of success.
  • Knowledge of HubSpot in depth, as well as risk assessment and data analysis abilities.
  • Ability to recognize metric issues and integrate initiative solutions to achieve method.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Expertise in insurance products, service, and customer needs has been demonstrated.
  • Accomplished tax advocate with expertise in taxpayer representation.
  • Jira and ServiceNow experts with exceptional interpersonal skills.

Accomplishments

  • Streamlined the tax preparation process by introducing Tableau, reducing the average preparation time by 59% per client.
  • Negotiated settlements and structured payment plans for delinquent accounts, resolving 75% of tax debts below initial IRS assessment.
  • Built strong client relationships by providing tailored tax advisory services, resulting in a 48% increase in client retention over 2020.
  • Served as the primary liaison with IRS representatives, successfully negotiating penalty reductions on behalf of clients, saving an average of $16 per case.
  • Designed and implemented tax education programs for small business owners, leading to a 78% reduction in tax-related errors and audits.
  • Advised on capital gains tax liability for property sales, structuring deals that minimized tax impact and saved clients an estimated $15.
  • Collaborated with accountants and financial planners to develop comprehensive tax-saving strategies, resulting in a $5 in savings for top clients.
  • Utilized attention to detail in financial data analysis to identify key savings opportunities, reducing client tax bills by 54%.
  • Managed high-net-worth client portfolios, consistently maintaining a 84% satisfaction rate due to effective tax-saving recommendations.
  • Advised a portfolio of 7 self-employed clients in optimizing tax strategies, reducing overall tax liability by 78% annually.

Affiliations

  • Affiliated with the National Tax Professionals Network (NTPN), exchanging best practices related to tax forecasting and portfolio strategies.
  • Active participant in the Taxpayer Advocate Service’s Regional Taxpayer Symposiums since 2021, specializing in navigating complex taxpayer disputes.
  • Collaborative member of the Certified Public Accountant (CPA) Licensing Review Board, helping develop updated training standards in tax compliance.
  • Member of the Tax Law Committee for the American Institute of Certified Public Accountants (AICPA) since 2016, attending tax update webinars.
  • Active participant in the IRS Nationwide Tax Forum, attending sessions on tax law updates and technology advancements annually.
  • Volunteer Tax Advisor for the IRS’s Volunteer Income Tax Assistance (VITA) Program, specializing in assisting low-income taxpayers.
  • Certified member of the Tax Court Bar, overseeing audit and settlement issues in client cases before the U.S. Tax Court.
  • Participant in the ABA's Section of Taxation Tax Problems Resolution Program, successfully contributing to discussions on IRS audit defense.
  • Enrolled in the IRS CE Provider Program, maintaining up-to-date Continuing Education credits on tax law changes.
  • Member of the Federation of Tax Administrators (FTA), engaging in multi-state tax compliance workshops.

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Corporate Taxation Specialist - Meridian
  • IRS Annual Filing Season Program (AFSP) Participant
  • Certified Administrative Manager for Tax Practices
  • American Academy of Financial Management (AAFM)
  • Advanced Certification in Business Tax Strategies
  • SHRM Certified Professional (SHRM-CP)
  • Association for Project Management (APM)
  • CompTIA Network+
  • Offer in Compromise Practitioner Certification

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