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Skills

  • IFRS and GAAP experience
  • Tax-related research
  • Quality control processes implementation
  • Handling peak season tax workloads
  • Audit coordination
  • Digitalization of filing systems
  • Client financial documentation review and verification
  • IRS correspondence
  • Annual tax performance reporting
  • Customized tax solutions development

Work Experiences

  • Collaborated with audit teams to successfully defend military tax benefits in 9 IRS audit cases.
  • Was in charge of a team of 6 tax professionals who worked with up to 5 clients each year.
  • Collaborated with HR departments across 14 military installations.
  • Assisted in the integration of modern tax software with accounting software for clients.
  • Affected active-duty and retired military personnel.
  • Achieved savings during peak tax season in 2019.
  • Created custom tax strategies for high-ranking officers.
  • Addressed tax challenges for U.S. military personnel.
  • Advised clients on how to reduce their tax liabilities.
  • Conducted internal tax documentation reviews in order to reduce errors that resulted in missed tax benefits.

Summaries

  • Senior Military Tax Assistance Coordinator with 16 years of successful workflow optimization and stakeholder engagement experience.
  • Expert at maximizing returns through the discovery of previously unclaimed deductions.
  • Workday is something I'm very good at.
  • Excellent planning, problem-solving, and decision-making skills, as well as familiarity with the most recent tax codes and changes.
  • Detail-oriented Senior Military Tax Assistance Coordinator with over 8 years of experience preparing taxes for a variety of entities.
  • Skilled at generating new business through the development of personalized relationships.
  • To maximize returns, uses in-depth knowledge of tax code protocols.
  • Maintains up-to-date knowledge of tax regulations and accounting technology as they change.
  • Currently studying for the CPA exam.
  • Senior Military Tax Assistance Coordinator is a multi-talented Senior Military Tax Assistance Coordinator who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Led customer satisfaction initiative, improving post-appointment survey results by 47% within one year.
  • Conducted outreach presentations during framework attended by 12 military members, explaining key tax obligations and benefits.
  • Collaborated with team of 18 in the development of procedure.
  • Authored a military tax reference guide for Summit Group, used as a training tool for 14 volunteers and tax preparers.
  • Implemented a case management system that tracked over 9 client interactions annually, improving follow-ups and issue resolution effectiveness.
  • Documented and resolved category which led to program.
  • Advised senior leadership on tax policy changes, ensuring timely implementation within our filing processes, benefiting 8 personnel.
  • Recognized with Outstanding Service Award for leading the highest-performing military tax assistance office in the Southeast, acknowledged for client service excellence.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with military command to design and distribute tax compliance guides, reaching over 16 service members across the West Coast or Raleigh.

Affiliations

  • Military Spouse Chamber of Commerce
  • Armed Forces Tax Council (AFTC)
  • Lions Club
  • Council of Better Business Bureaus Military Line (BBB Military Line)
  • Volunteer Income Tax Assistance (VITA) Program
  • National Volunteer Income Tax Assistance Alliance (NVITA)
  • Academy of Defense Financial Management (ADFM)
  • Tax Professionals of America's Armed Services Division
  • Association for Supply Chain Management (APICS)
  • Certified Financial Educator (CFEd) Program

Certifications

  • Certified Financial Counselor (CFC)
  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified
  • SHRM Certified Professional (SHRM-CP)
  • CompTIA A+ Technician
  • Certified Military Financial Educator (CMFE)
  • Salesforce
  • Enrolled Agent (EA)
  • Fundamentals of Federal Taxation Certificate
  • Volunteer Income Tax Assistance (VITA) Certification

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