Sharon Mc Clendon

Senior Tax Associate

AA-CPA Tax Strategies LLC

Austin, TX

02.2016 - 06.2024

Reviewed client documents to ensure accuracy of data used in preparing tax returns. Instructed Junior Associates on the process to review and accumulate documents.
Maintained up-to-date records of all client files ensuring accuracy throughout the entire process. Trained new associates on accuracy of client records.
Communicated regularly with clients regarding questions or concerns about their individual or business taxes. Communicated with client on behalf of junior associates.
Prepared reports outlining potential risks associated with certain investments or transactions from a taxation standpoint.
Participated in meetings with clients to discuss their specific needs regarding taxation planning.
Researched a variety of topics related to taxation, including foreign source income rules, transfer pricing regulations, accounting methods. Demonstrated implications of new tax rules for office associates.
Advised clients on strategies to minimize their overall tax liabilities while maximizing deductions.
Monitored changes in federal, state and local taxation laws to ensure compliance with all applicable regulations.
Developed internal procedures for filing corporate taxes that comply with current legal requirements.
Provided guidance on various types of investments such as stocks, bonds, mutual funds, from a taxation perspective.
Assisted in the review of international tax return filings. Reviewed the same by junior associates.
Analyzed complex financial information to identify potential tax issues and develop appropriate solutions.
Contributed to the development of new processes for preparing accurate projections for future years' taxes.
Conducted research on various tax matters to ensure compliance with relevant laws and regulations.
Provided technical support in the preparation of quarterly estimated taxes and extensions.
Generated estimates for estimated payments due based upon projected income levels over different periods of time.
Coordinated with external auditors during year-end audits involving complicated tax calculations.
Collaborated closely with other team members on multi-state taxation projects requiring detailed analysis of numerous variables.
Prepared and reviewed federal and state income tax returns for individuals, corporations, partnerships, trusts, and other entities.
Drafted letters responding to inquiries from governmental agencies such as the IRS or state revenue departments.
Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
Evaluated tax regulations and suggested policies to diminish tax burden.
Generated tax returns for more complex individual, corporate, and foreign tax clients.
Researched wide range of tax issues related to business transactions for variety of entities and affiliates.
Developed financial reports using bank statements and created personal balance sheets and net worth statements.
Collaborated with tax team on planning, client interaction, and special tax projects.
Met with clients to gather information and discuss line item tax return components.
Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
Counseled clients on tax planning aspects by explaining laws regarding estate tax and gift tax.
Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
Reconciled tax accounts and payments while researching issues.
Assisted with state and local tax audits by gathering, organizing and tracking information requested by auditors.
Conducted research and compiled backup documentation.
Prepared tax return documents for clients.
Identified opportunities for process improvements and integration of technology into tax reporting functions.
Assessed various angles of tax situations to maximize tax benefit.
Supervised, trained and mentored associates and interns on tax projects and assessed staff for performance reviews.
Identified potential tax issues and provided swift, effective solutions.
Communicated with federal and state tax agencies to obtain best resolution for clients.
Educated clients on the implications of tax laws and their financial decisions.
Finalized and processed paperwork with local, state and federal government authorities.
Coordinated with external auditors to provide required tax documentation and support during audits.
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Resolved client tax issues by investigating discrepancies and implementing corrective actions.
Calculated quarterly estimated tax payments for self-employed clients and small businesses.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Performed detailed record-keeping for all tax files and documentation for future reference.

Summary

Overview

Work History

Senior Tax Associate

Tax Associate

Education

Associate of Arts - American History

Skills

Timeline

Senior Tax Associate

Tax Associate

Associate of Arts - American History

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