ALISHA ALLEN
Houston,TX
Summary
Accomplished Tax Accountant with a proven track record at TRA/Tax Processing Solution, showcasing expertise in corporate tax filings and exceptional verbal and written communication. Leveraged advanced Excel skills and comprehensive knowledge in income tax compliance to enhance auditing processes and tax planning strategies, significantly improving client satisfaction and operational efficiency. Tax Accountant consistently recognized for strong work ethic and exceeding expectations. Confident decision-maker with strict attention to detail and knack for working well under pressure. Detail-driven Tax Accountant proudly offering many years' experience in researching federal and state tax laws and changes. Considered a valuable asset in terms of tax knowledge. Dedicated to working as part of an effective team and promoting exceptional analysis and problem-solving skills.
Overview
3
3
years of professional experience
Work History
Tax Accountant
TRA/ Tax Processing Solution
Irvine, CA
09.2024 - 11.2024
- Prepared and filed taxes for individuals, corporations, and other entities.
- Analyzed financial records to ensure accuracy of tax documents.
- Reviewed financial statements for clients to determine potential deductions.
- Identified discrepancies in client's accounts and made necessary adjustments.
- Calculated estimated taxes due from clients and ensured timely payments.
- Assisted with audits by providing required documentation and information.
- Maintained up-to-date knowledge of changes in federal, state, and local taxation laws.
- Prepared final returns for filing with appropriate taxing authorities within deadlines.
- Ensured compliance with applicable rules and regulations related to taxation.
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Assisted clients with personal and corporate tax issues.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Tax Accountant
ASA & Associates
1 2012 - 04.2024
- Processing 1099's tax forms, 1040 short and long forms, 1040x
- Completing audits and verification for IRS
- Consultations for new business owners
- Audit representation for clients via telephone and fax
- Processing states returns for LA, GA, MS, and VA under their guidelines
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions
- Worked closely with clients to properly fill out tax forms and file tax returns electronically
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns
- Kept up to date on current income tax developments and advised clients to make proper adjustments
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations
- Remained educated in all current tax laws for both US and foreign countries
- Drafted tax documentation subject to detailed review and approval by department management
- Managed filing of federal, state and local taxes within established time frames for business with staff headcount of 130
- Audited client financial records to determine tax liability
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles
- Represented clients before federal, state and local taxing authorities
- Created financial plan for clients to serve as framework for organizing components of financial situations
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
- Remained educated in all current tax laws for both US and foreign countries.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Tax Associate
Intuit
01.2022 - 04.2024
- Developed tax plans and projections to help clients meet objectives.
- Utilized tax software to prepare returns and meet deadlines.
- Assisted businesses with provisions, international tax issues, multi-state issues and mergers and acquisitions to comply with tax regulations and reduce audits.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Evaluated potential risks associated with various taxation strategies while considering each client''s unique financial situation.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Liaised with accountants to confirm accuracy of client tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Facilitated communication between clients and taxing authorities, ensuring timely resolution of disputes or adjustments.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Enhanced client tax savings by identifying and implementing effective tax strategies.
Tax Preparer
LegalZoom
01.2023 - 04.2023
- Completed and filed returns with tax departments at local, state, and federal levels.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Responded to inquiries from IRS and other tax authorities.
- Developed tailored solutions based on individual client needs, resulting in customized strategies for optimal outcomes.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Developed spreadsheet models to accurately track tax information.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Tax Preparer
LegalZoom
San Francisco, CA
01.2023 - 04.2023
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Identified potential deductions to minimize clients' tax liabilities.
- Finalized and processed paperwork with local, state and federal government authorities.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Provided exceptional customer service, addressing client concerns and questions promptly.
Customer Account Specialist
ContinuumGlobal
11.2021 - 01.2022
- Performed data entry operations for client information into internal database systems.
- Developed and documented collection procedures and policies to comply with government regulations.
- Implemented proactive outreach initiatives to keep customers informed about relevant product updates or changes in service terms.
- Coordinated with sales teams to ensure seamless transition from prospecting to account management stages.
- Entered client details and notes into system for interdepartmental access and review.
- Completed routine and complex account updates to resolve problems.
- Recognized as a top performer within the team, consistently meeting or exceeding performance metrics related to customer satisfaction.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving concerns.
- Negotiated contract terms and conditions for productive customer and supplier accounts.
- Liaised with sales, marketing and customer service teams to support smooth account management operations.
Financial Risk Analyst
TTEC
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
- Paid attention to detail while completing assignments.
- Proven ability to learn quickly and adapt to new situations.
- Gained extensive knowledge in data entry, analysis and reporting.
- Excellent communication skills, both verbal and written.
- Learned and adapted quickly to new technology and software applications.
- Cultivated interpersonal skills by building positive relationships with others.
- Managed time efficiently in order to complete all tasks within deadlines.
- Provided professional services and support in a dynamic work environment.
- Proven ability to develop and implement creative solutions to complex problems.
Risk Analysis Auditor
Overland Solutions/ EXL Service
- Provided journal entries and performed accounting on accrual basis.
- Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Prepared working papers, reports and supporting documentation for audit findings.
- Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
- Administered auditing program to address risks and evaluate compliance with regulatory requirements.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Supported management decision making with accurate financial data analysis and insights from audit findings.
- Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within the team.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
Inspector, FEMA Contractor
WSP Inspection Services
- Performed inspections of vehicles, containers and equipment to check for compliance, safety, tampering and evidence of illegal activities.
- Weighed products prior to shipment to confirm accuracy.
- Assessed safety and compliance concerns through diligent buildings, rooms and equipment inspections.
- Identified potential hazards and recommended corrective actions, ensuring a safer work environment for all employees.
- Maintained accurate records of all inspections performed, allowing for more informed decision making regarding maintenance schedules and resource allocation.
- Enhanced company safety standards by conducting thorough inspections of equipment and facilities.
Risk Analysis Auditor
NEIS, Inc
- Provided journal entries and performed accounting on accrual basis.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Ensured the integrity of financial reporting by verifying the accuracy of accounting records and reconciliations.
- Identified opportunities for cost savings through careful review of expense reports, contracts, and invoices.
- Analyzed data and findings to prepare reports detailing financial information.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
Bookkeeper
Office Team
- Assisted in the development of internal controls to safeguard company assets and prevent fraud.
- Matched purchase orders with invoices and recorded necessary information.
- Inspected account books and recorded transactions.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Posted daily receipts and payments in accordance with corporate protocols.
- Handled day-to-day accounting processes to drive financial accuracy.
- Input financial data and produced reports using SAGE and QB online
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Generated invoices upon receipt of billing information and tracked collection progress.
Accounting Clerk
Klassy Kabinets
- Entered figures using 10-key calculator to compute data quickly.
- Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
- Coordinated with external auditors to resolve discrepancies.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Matched purchase orders with invoices and recorded necessary information.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Completed payroll functions to facilitate accurate and prompt staff payments.
- Handled day-to-day accounting processes to drive financial accuracy.
- Participated in system upgrades and process improvements aimed at increasing the efficiency of accounting operations overall.
Education
Master Of Science In Accounting -
Kaplan University
Davenport, IABachelor Of Science In Business Administration, Accounting -
Our Lady of Holy Cross College
New Orleans, LASkills
- Corporate tax filings
- Federal and state tax returns
- Skilled in Proseries
- Verbal and written communication
- Cash flow analysis
- Auditing
- Research and documentation
- Advanced Excel
- Tax planning strategies
- Auditing assistance
- Tax return preparation
- Accounting and reporting research
- Tax computing
- Income tax compliance
- Income tax laws
- Communication and presentation
- Proficient in Lacerte/ProSeries/ CCH
Timeline
Tax Accountant
TRA/ Tax Processing Solution
09.2024 - 11.2024
Tax Preparer
LegalZoom
01.2023 - 04.2023
Tax Preparer
LegalZoom
01.2023 - 04.2023
Tax Associate
Intuit
01.2022 - 04.2024
Customer Account Specialist
ContinuumGlobal
11.2021 - 01.2022
Tax Accountant
ASA & Associates
1 2012 - 04.2024
Financial Risk Analyst
TTEC
Risk Analysis Auditor
Overland Solutions/ EXL Service
Inspector, FEMA Contractor
WSP Inspection Services
Risk Analysis Auditor
NEIS, Inc
Bookkeeper
Office Team
Accounting Clerk
Klassy Kabinets
Master Of Science In Accounting -
Kaplan University
Bachelor Of Science In Business Administration, Accounting -
Our Lady of Holy Cross College