Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

Alan Jara

Consultant And Sales Management
Lake Forest,California

Summary

Tax Consultant with 27 years of experience managing financial planning of companies and individuals. Expertise in taxation law, planning and compliance. Ethical and honest professional with great grasp bookkeeping procedures paired with strong numeracy abilities. Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize and settle tax liability for clients. Researching discrepancies and thoroughly reviewing financial records. Well-developed knowledge of multiple tax management software such as Drake, Tax tools CFS. Expert in researching and correcting process errors.

Successful tax professional focused on performance, customer service and compliance. Offering over 27 years of expertise in reviewing annual reports, Business financial Statements, Individual financial Statements, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.

Overview

51
51
years of professional experience

Work History

Tax Consultant and Sales Director

Tax Settlement Center
Lake Forest, CA
03.1997 - Current
  • Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
  • Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Interview clients to collect information and gather necessary paperwork prior to preparing tax returns.

Sales Director, Business Development

Tax Settlement Center
Laguna Hills, CA
03.1997 - Current
  • Created effective marketing campaigns to reinforce branding initiatives and maximize outreach
  • Boosted revenue opportunities by initiating strategic sales strategies based on industry trend and competitive analysis.
  • Hired, trained and built high-performing team of inside and outside sales representatives.
  • Solved complex problems to increase sales effectiveness and streamline business direction.
  • Boosted profits through effective supervision of entire sales department.
  • Updated service agreements, and pricing to retain competitive advantage and generate new Taxpayers representation clients.
  • Researched markets and key audiences to increase profits through effective marketing and branding campaigns.

Education

Some College (No Degree) - Accounting And Business Management

Irvine Valley College
Irvine, CA

Skills

  • Great Customer service
  • Quality Control Standards
  • Client Tax Services
  • Document Preparation
  • Income Statements
  • Internal Revenue Service Correspondence
  • Tax Issue Research
  • Client Account Management
  • SALES AND SERVICE-ORIENTED
  • Self-motivated
  • Goal oriented,
  • Good listener
  • Passionate about selling service
  • Client's Problem solver
  • Positive Attitude

Websites

Languages

Spanish
Native or Bilingual

Timeline

Tax Consultant and Sales Director

Tax Settlement Center
03.1997 - Current

Sales Director, Business Development

Tax Settlement Center
03.1997 - Current

Some College (No Degree) - Accounting And Business Management

Irvine Valley College

Similar Profiles

CREATE PROFILE
Alan JaraConsultant And Sales Management