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Skills

  • Reducing tax filing errors
  • Cross-departmental collaboration
  • Budget forecasting for tax services
  • Client Satisfaction Improvement Strategies
  • Customized tax solutions development
  • Military-specific tax regulation interpretation
  • Client financial savings analysis
  • Outreach through virtual tax consultations
  • Leading interdepartmental tax projects
  • Process streamlining for multiple military bases

Work Experiences

  • Addressed tax challenges for U.S. military personnel.
  • Collaborated with HR departments across 7 military installations to ensure proper tax withholdings on both state and federal levels.
  • Worked with clients to assess and mitigate future tax liabilities, as well as determine tax abatement eligibility.
  • Achieved successful outcomes in 28% of cases.
  • Advised clients on how to reduce their tax liabilities.
  • Achieved a 54% reduction in tax filing errors by implementing new quality control processes for military tax returns.
  • Was in charge of a team of 6 tax professionals who worked with up to 5 clients each year.
  • Achieved average savings of $11 per client.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for all types of organizations and entities, including individuals.
  • Conducted internal tax documentation reviews in order to reduce errors that resulted in missed tax benefits.

Summaries

  • Successful in maximizing returns for individuals, non-profit organizations, and corporations.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Expert at maximizing returns through the discovery of previously unclaimed deductions.
  • Maintains up-to-date knowledge of tax regulations and accounting technology as they change.
  • Practical experience with financial analysis, tax returns, and tax-related research.
  • Conducting face-to-face tax interviews with a focused Senior Military Tax Assistance Coordinator.
  • Costs were consistently reduced while profits were increased.
  • Assisting with financial planning and analysis is something I've done before.
  • Detail-oriented Senior Military Tax Assistance Coordinator with over 8 years of experience preparing taxes for a variety of entities.
  • Motivated Senior Military Tax Assistance Coordinator with 9 years of experience growing a tax services firm.

Accomplishments

  • Reduced tax filing turnaround time by 83% via program enhancements and the introduction of a streamlined document submission process.
  • Implemented federal and state-level tax adjustment procedures for military personnel, successfully integrating changes into Salesforce software system.
  • Conducted outreach presentations during framework attended by 12 military members, explaining key tax obligations and benefits.
  • Advised senior leadership on tax policy changes, ensuring timely implementation within our filing processes, benefiting 8 personnel.
  • Championed best practices in tax documentation and filing procedures, achieving a 52% reduction in errors for first-time filers.
  • Developed customized tax strategies tailored to the needs of high-ranking military officers, saving an average of $12 per individual in tax liabilities.
  • Partnered with Department of Defense tax advisors to resolve complex overseas tax matters, reducing instances of filing errors by 84%.
  • Developed a comprehensive tracking system for monitoring multi-state tax obligations of active-duty members, reducing penalties and interest charges by 18.
  • Analyzed tax return outcomes to identify recurring issues, making targeted improvements that increased refund success rates by 84%.
  • Established standardized protocols for auditing tax returns, leading to a 83% reduction in audit-related discrepancies.

Affiliations

  • American Association of Tax Counsel (AATC)
  • Lions Club
  • Association for Supply Chain Management (APICS)
  • American Society of Safety Professionals
  • Internal Revenue Service Advisory Council (IRSAC)
  • Association of Military Banks of America (AMBA)
  • Taxpayer Advocate Service Advisory Panel (TAP)
  • American Academy of Tax Professionals
  • National Military & Veterans Alliance (NMVA)
  • Association of Information Technology Professionals

Certifications

  • Project Management Professional (PMP)
  • IRS e-File Provider Certification
  • SHRM Certified Professional (SHRM-CP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Security+
  • Certified in Risk and Information Systems Control (CRISC)
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant
  • Accredited Tax Advisor (ATA)
  • Accredited Financial Counselor (AFC)

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