Alethea D Torbert
Jackson,WY
Summary
Experienced tax professional proficient in income tax preparation for federal and various state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, gift tax, private foundation, and other compliance returns. Enjoy tax planning to minimize tax liability and assist clients in planning their facts to obtain the best tax advantages.
Overview
42
42
years of professional experience
Work History
Tax Manager
Sorensen & Flanagan LLC
09.2007 - Current
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Researched and analyzed tax developments and applications to specific business situations with focus on problem solving instead of number crunching.
- Assist other staff and partners with technical tax matters and research.
- Manage over 150 clients with tax compliance, individual and business planning and consultation.
- Service several family groups with multiple inter-related individual, trust and business returns.
Partner
Various Firms
06.1999 - 09.2007
- Advanced tax preparation, supervision of staff, review of payroll, sales tax, multi-state tax returns, multi-divisional financial statements and tax returns for high net worth individuals.
- Advanced income tax planning, working with attorneys and other financial advisors in assisting clients with tax, business, estate and gift planning matters.
- Managed sophisticated client base including communications with clients and other advisors to achieve desired goals.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
- Networked with other professionals and organizations to expand contacts and opportunities.
Staff Accountant to Tax Manager
Various Firms
01.1982 - 06.1999
- Prepared workpapers and tax returns for diverse variety of industries and individuals. Prepared compiled, reviewed and audited financial statements. Review of financial statements and tax returns and supervision of support and professional staff. Point person with clients responsible for gathering necessary information and responding to client inquiries. Prepared payroll, sales tax and personal property tax returns along with annual corporate reports.
- Assisted in proofing and development of CPE materials and technical tax book.
Education
Master of Science - Taxation
University of Denver Law School
Denver, CO06.1989
Bachelor of Science - Accounting
University of Denver
Denver, CO06.1982
Skills
- Excellent Communication Skills
- Planner and out-of-the box thinker
- Ability to develop educational presentations for staff, clients, etc
- Presentation skills with power point slides
- Software skills include various tax preparation software, excel, word, various tax planning software, online research tools, power point, email
Additional Information
CPA licensed in Colorado and Wyoming. Member of the AICPA, CSCPA, WSCPA. Former member of the Rocky Mountain Estate Planning Council.
Volunteer for VIta free tax preparation. Organize and manager a local Food Bank in Victor, ID. Teach and volunteer as treasurer for local church.
Timeline
Tax Manager
Sorensen & Flanagan LLC
09.2007 - Current
Partner
Various Firms
06.1999 - 09.2007
Staff Accountant to Tax Manager
Various Firms
01.1982 - 06.1999
Master of Science - Taxation
University of Denver Law School
Bachelor of Science - Accounting
University of Denver
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