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Skills

  • Tax law compliance
  • Excel spreadsheet proficiency
  • Tax reporting
  • Cross-functional team leadership
  • Client-tailored tax consulting
  • Tax code knowledge
  • Audit trail documentation
  • Corporate tax preparation
  • Deductions listing
  • Closing processes

Work Experiences

  • Assisted 2 high-net-worth individuals.
  • Assumed full regulatory compliance responsibility, keeping all clients abreast with the latest federal and state tax laws.
  • Informed clients about available products and services, such as standard and category services, which led to more business opportunities.
  • Actively worked to ensure all client data matched financial statements and tax records, reducing audit risk by 27%.
  • Coordinated year-end tax strategies.
  • Advised clients on how to reduce their tax liabilities.
  • Helped clients and tax authorities communicate more effectively.
  • Created contingency plans for clients potentially impacted by changing tax laws, reducing immediate liability by $13.
  • Addressed impacts of changing tax laws.
  • Analyzed QuickBooks data for potential misallocations, correcting entries and suggesting improvements to yield more precise financial reports.

Summaries

  • Motivated Year-End Bookkeeping Tax Preparer with 10 years of experience growing a tax services firm.
  • Team player who is dedicated to lifelong, self-directed learning.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Detail-oriented with experience preparing individual and business tax returns at the local, state, and federal levels.
  • Successful in maximizing returns for individuals, non-profit organizations, and corporations.
  • Costs were consistently reduced while profits were increased.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Workday is something I'm very good at.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Assisted 5 businesses transitioning to new tax software, reducing transition-related errors by 70% in 2021.
  • Processed estimated quarterly payments for 15 clients in various industries, preventing late payment penalties.
  • Contributed to the integration of Jira that streamlined the multi-state tax filing process, boosting accuracy and efficiency by 39%.
  • Achieved 38% reduction in tax preparation time by implementing Power BI across tax preparation processes.
  • Led detailed reconciliation of year-end financials for 10 accounts, ensuring each account aligned with relevant tax codes.
  • Identified and capitalized on tax-saving strategies that reduced overall client tax liabilities by $13 in 2022.
  • Optimized depreciation schedules for fixed assets that reduced tax liabilities by $10 for 2020.
  • Developed forecasting models for year-over-year tax liabilities, helping clients estimate tax payments and reduce surprises during filing.
  • Resolved product issue through consumer testing.
  • Ensured timely submission of multi-state sales tax reports for 4 clients in industries such as Miscellaneous, avoiding late fees.

Affiliations

  • Association for Computing Machinery
  • Jaycees
  • Council for Electronic Revenue Communication Advancement (CERCA)
  • International Federation of Accountants (IFAC)
  • National Conference of CPA Practitioners (NCCPAP)
  • Certified Public Accountant (CPA) Credential
  • American Medical Informatics Association
  • American Payroll Association (APA)
  • American Accounting Association (AAA)
  • National Society of Accountants (NSA)

Certifications

  • Certified Public Accountant (CPA)
  • Certified Forensic Accountant (CrFA) – American Board of Forensic Accounting
  • Tax Accounting Specialist (TAS) – National Society of Accountants
  • Certified Tax Resolution Specialist (CTRS) – American Society of Tax Problem Solvers
  • Financial Modeling & Valuation Analyst (FMVA®) – Corporate Finance Institute (CFI)
  • Project Management Professional (PMP)
  • Fundamental Payroll Certification (FPC)
  • Advanced Auditing Techniques Certification – Beacon Labs, 2020
  • Salesforce
  • SHRM Senior Certified Professional (SHRM-SCP)

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