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Skills

  • Client tax consultation and deduction analysis
  • Advanced Excel for tax data analysis and reporting
  • Deductions listing
  • Tax-related research
  • E-filing accuracy and on-time submission improvement
  • Audit support and penalty mitigation strategies
  • GAAP and IFRS tax reporting proficiency
  • CSR activities and involvement in tax forums
  • Tax audit procedures
  • IRS correspondence

Work Experiences

  • Analyzed quarterly tax payments for clients.
  • Interviewed category clients to gather information and gather necessary paperwork prior to preparing tax returns.
  • Helped clients and tax authorities communicate more effectively.
  • Completed and filed tax returns with local, state, and federal tax departments.
  • Advised on and prepared more than 5 multijurisdictional sales and use tax filings for clients spanning 11 states.
  • Advised growing businesses on entity planning, creating structures that decreased future tax expenses by 62%.
  • Advised businesses on entity planning.
  • Informed clients about available products and services, such as method and system services, which led to more business opportunities.
  • Was in charge of a team of 4 tax professionals who worked with up to 5 clients each year.
  • Conducted a strategic review of tax deferrals and credits.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Expert in tax returns, extensions, and tax planning calculations and write-ups paperwork management.
  • Successful in preparing 4individual tax returns and identifying refund opportunities.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Tax professional with a strong focus on meeting deadlines who can quickly assess customer needs, develop strategic plans, and complete returns to maximize deductions and minimize liabilities.
  • Motivated Tax Preparation Consultant with 16 years of experience growing a tax services firm.
  • Tax Preparation Consultant with 13 years of successful cross-functional collaboration and process improvement experience.
  • Tax professional with a passion for procedure tax returns.
  • Recent category degree graduate in Miscellaneous eager to begin career as Tax Preparation Consultant.
  • Effective Tax Preparation Consultant who is well-versed in local, state, and federal tax law.

Accomplishments

  • Trained a team of junior tax advisors on IRS regulations, resulting in a 20% improvement in audit accuracy and client satisfaction.
  • Generated detailed financial reports based on GAAP principles for Harbor & Co., analyzing areas for tax optimization, saving approximately $7 annually.
  • Resolved product issue through consumer testing.
  • Developed tax forecasting models that accurately anticipated yearly tax liabilities, helping clients save an average of $2 in annual taxes.
  • Improved tax refund timelines by mitigating delays through an enhanced document collection system, allowing clients to obtain refunds 14 weeks sooner.
  • Collaborated with attorneys and financial planners to explore tax-advantageous estate planning strategies, saving clients an average of $15 in estate taxes.
  • Negotiated favorable installment payment plans with the IRS for clients, reducing interest accrued by more than $2 over 12 years.
  • Performed tax loss harvesting strategies for high-net-worth clients, minimizing taxable income on investments by $6.
  • Managed IRS correspondence and mediation for clients under audit, reducing penalties and outstanding balances by $7.
  • Leveraged deep knowledge of GAAP and IFRS tax reporting requirements to streamline year-end tax submissions, reducing tax preparation time by 63%.

Affiliations

  • Association of Latino Professionals For America (ALPFA)
  • Association of Information Technology Professionals
  • Association of Chartered Certified Accountants (ACCA)
  • Association for Supply Chain Management (APICS)
  • American Medical Informatics Association
  • Association of International Certified Professional Accountants (AICPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Tax Executives Institute (TEI)
  • National Association for the Self-Employed (NASE)
  • National Association of Social Workers

Certifications

  • Master of Science in Taxation (MST)
  • IAPP Certification in IRS Compliance
  • Accredited Tax Preparer (ATP)
  • Certified Public Accountant (CPA)
  • Salesforce
  • Sales Tax Institute CMI Certification
  • SHRM Certified Professional (SHRM-CP)
  • Certified Management Accountant (CMA)
  • International Tax Diploma (ITD)
  • Cisco Certified Network Associate (CCNA)

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