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Skills

  • Business entity tax filings (1120, 1120S, 1065)
  • Operational improvement
  • Supervision
  • Client consultations for tax projections and planning
  • Tax accounting
  • Research/due diligence
  • Relationship development
  • Organization
  • Planning and coordination
  • Invoice generation

Work Experiences

  • Discovered that the client was eligible for system credit and was able to save $17.
  • Analyzed up-to-date tax laws and applied findings to ensure tax filings remained compliant with changing requirements in 2015.
  • Supported the efforts of senior-level accounting and tax preparation professionals to increase office productivity.
  • Conducted financial, asset, and liability analyses to reduce clients' tax liabilities.
  • Prepared individual income, gift, and estate tax returns for the United States and states.
  • Kept copies of completed returns and related documents in accordance with company policies and procedures.
  • Automated recurring tax filings for clients.
  • Achieved $4 in operational tax savings.
  • Devised strategies to assist clients in reducing liabilities and increasing deductions in future tax periods.
  • Achieved an average 70% annual tax savings.

Summaries

  • Proven track record of motivating spearheaded to achieve team, individual, and management goals.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Highly skilled at responding to audits and tax notices from the IRS and state agencies.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Program and initiative have a proven track record.
  • Proficient in promoting process by leveraging budget management and quality assurance knowledge.
  • Taxpayer Agent with quality assurance and data analysis abilities.
  • Proficient Taxpayer Agent knowledgeable about project management and vendor management. Dedicated to developing acquired skills and becoming valued team member for Northwind. Hardworking and reliable with interpersonal, administrative and critical thinking skills.

Accomplishments

  • Prepared and filed over 9 federal and state tax returns for high-net-worth individuals, ensuring 100% compliance with U.S. Tax laws.
  • Collaborated with the fiancé department to close $8 worth of tax risk gaps identified during a review of financial records.
  • Conducted tax research and presented findings that allowed corporate clients to apply new deductions and save $18 over 2024.
  • Reduced client total tax liability by $12 through innovative use of tax credits, deductions, and exemptions during tax filings.
  • Designed and implemented a comprehensive tax savings initiative, resulting in $2 in tax reductions over a 2016 period.
  • Restructured tax reporting processes, resulting in a 83% reduction in errors and an overall decrease in review time.
  • Implemented tax-saving strategies for corporate clients involved in M&A processes, reducing future liabilities by $9.
  • Identified errors in 2024s of corporate tax filings, producing an overall refund for the client worth $18.
  • Crafted personalized tax minimization strategies for clients in various industries, reducing average tax liabilities by 45%.
  • Developed detailed tax projections for high-net-worth clients during the annual planning cycle, improving financial forecasting by 44%.

Affiliations

  • Co-chair of the Taxpayer Education Coalition in Austin, helping organize seminars educating the public on the importance of tax compliance.
  • Chair of the Tax Policy Advisory Committee in Seattle, providing recommendations to state legislators on improving tax regulations.
  • Served on the State Board of Tax Review in 2022, helping to resolve tax disputes and improve taxpayer experiences.
  • Certified tax consultant with category, proficient in utilizing technology to streamline tax preparation tasks.
  • Contributor to the local Taxpayer Advocacy Group, aiding in the education and awareness campaigns for community tax regulations.
  • Founder of the Tax Professionals Networking Group in 2015, facilitating knowledge sharing and peer reviews among tax preparers in Seattle.
  • Attended the annual conference for the Council on State Taxation (COST), keeping abreast with multi-state taxation issues.
  • Certified in Business Tax Preparation by Northwind, enhancing ability to prepare more complex tax returns for corporations and partnerships.
  • Cohost of a monthly 'Tax Strategy Panel' with the local Chamber of Commerce, educating small businesses on tax incentives and obligations.
  • Key speaker at category hosted by the National Tax Association, sharing insights and strategies on interpreting multi-state tax compliance.

Certifications

  • American Academy of Financial Management (AAFM)
  • Certified Internal Auditor (CIA)
  • Apple Certified Associate (ACA)
  • Advanced Payroll Research Forum Certificate - metric
  • SHRM Certified Professional (SHRM-CP)
  • Licensed Trust and Estate Practitioner (TEP)
  • IRS Representation Certificate - Brightline
  • Certified Tax Resolution Specialist (CTRS)
  • Enrolled Agent (EA) Certification - method
  • Cisco Certified Internetwork Expert (CCIE)

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