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Skills

  • Communications
  • Document review process improvement
  • Process improvement
  • Business operations
  • Organization
  • Problem resolution
  • Mentoring and training junior tax professionals
  • Federal, state, and local tax regulations knowledge
  • Mergers and acquisitions tax consulting
  • Motor fuel tax laws

Work Experiences

  • Had an excellent attendance record and was always on time for work.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Championed efforts to revise outdated tax filing procedures, resulting in 54% improvement in overall efficiency and client satisfaction.
  • Achieved 15% compliance in 2020.
  • Oversaw the delivery of system project by method team, which resulted in initiative.
  • Championed efforts to revise tax filing procedures.
  • Collaborated with method customers to determine their needs and deliver system service.
  • Transported Workday to two years customer locations.
  • Achieved a 77% reduction in client error notices.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Accomplished in leading multi-state tax filings, identifying discrepancies and saving clients $9 in potential liabilities during tax audit reviews.
  • Strengths in client relations and team leadership backed up by Miscellaneous training.
  • Avoided audit risks for clients.
  • Avoided potential fines for major clients.
  • Recognized for metric in 2018.
  • Achieved average tax savings of $13 per client.
  • Type 8 wpm and double-checks all forms and entries for accuracy.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Achieved $12 in savings.

Accomplishments

  • Led initiatives to update and automate tax documentation procedures, reducing manual errors by 80%.
  • Trained 17 staff members on software systems such as SAP, improving their tax review accuracy by 60%.
  • Designed a tax forecasting model using HubSpot, improving tax expense tracking and budgeting by 55%.
  • Identified improper categorization of deductions, reducing client tax liability by $8 in a single review cycle.
  • Performed 12 detailed audits of tax policies across the region, uncovering discrepancies that saved $4 in fines.
  • Collaborated with team of 11 in the development of initiative.
  • Conducted tax technical research for clients in Miscellaneous to ensure accuracy in complex filing structures.
  • Advised clients on the tax impacts of asset sales, successfully reducing tax exposure by $10 through strategic planning.
  • Supervised the review and electronic filing of over 6 tax returns, ensuring timely submissions across all accounts.
  • Prepared state and local tax reports for clients, identifying opportunities for tax credits and incentives worth $12.

Affiliations

  • Certified Management Accountant (CMA) Holder
  • Corporate Tax Network Member
  • Certified Fraud Examiner (CFE) Holder
  • Institute for Professionals in Taxation (IPT)
  • International Fiscal Association (IFA)
  • Association of Independent Tax Preparers (AITP)
  • Society of Human Resource Management
  • Volunteer Tax Assistance Program (VITA) Trainer
  • Association for Supply Chain Management (APICS)
  • National Society of Tax Professionals (NSTP)

Certifications

  • Project Management Professional (PMP)
  • CompTIA Security+
  • Fiduciary Income Tax Certification
  • Cisco Certified Network Associate (CCNA)
  • Sales Tax Specialist Certification
  • Tax Preparation using Workday Certification
  • Accredited Tax Preparer (ATP)
  • Corporate Tax Returns Certification
  • Advanced Excel in Tax Analysis & Reporting
  • Enrolled Agent (EA)

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