Andrew Payne
Murfreesboro,TN
Summary
Competent tax professional well-versed in accounting practices and regulatory requirements. Collaborates effectively with business professionals and government representatives to complete timely filings and smoothly handle concerns. Expert in areas such as real estate, small businesses, and non-profits.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Compliance Specialist
Foundation Group, Inc.
Nashville, TN
06.2022 - Current
- Maintained up-to-date knowledge of applicable laws and regulations.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Prepared federal and state income tax returns for non-profits.
Principal Tax Consultant & Co-Founder
GAP Financial Partners, LLC
Murfreesboro, TN
10.2019 - 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.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Established foundational processes for business operations.
Senior Production Manager
Hamilton Tax & Accounting, LLC
Grayslake, IL (Remote)
01.2022 - 06.2022
- Helped clients maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Oversaw team of junior accountants to complete tax returns, monthly bookkeeping, and resolution.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Utilized tax software to prepare returns and meet deadlines.
Compliance Specialist
Foundation Group, Inc.
Nashville, TN
04.2019 - 01.2022
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Assessed client tax situations to determine best filing options.
Seasonal Tax Preparer
RRD Financial, LLC
Murfreesboro, TN
12.2018 - 04.2019
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
Business Development
Drycon Carpet Cleaning
Murfreesboro, TN
11.2016 - 10.2018
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Expanded business through effective network development, identifying new, and prospective clients.
- Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
- Cleaned home carpets, tile, grout, area rugs, mattresses and upholstery.
- Mixed water and chemicals in containers to prepare cleaning solutions.
Education
No Degree - Economics
Middle Tennessee State University
Murfreesboro, TNNo Degree - Accounting
Western Governor's University
Associate of Applied Science - Cyber Defense
Motlow State Community College
Tullahoma, TN12.2024
Skills
- Data Verification
- Quality Control
- Budget Adherence
- Investigative Reporting
- Research and Documentation
- Federal and State Tax Returns
- General Ledger Reconciliations
- Financial Data Analysis
Affiliations
- National Association of Enrolled Agents
- National Association of Tax Professionals
- American Association of Notaries
Certification
- Enrolled Agent - Internal Revenue Service
- Notary Public - County Clerk, Rutherford County, TN
Timeline
Senior Compliance Specialist
Foundation Group, Inc.
06.2022 - Current
Senior Production Manager
Hamilton Tax & Accounting, LLC
01.2022 - 06.2022
Principal Tax Consultant & Co-Founder
GAP Financial Partners, LLC
10.2019 - Current
Compliance Specialist
Foundation Group, Inc.
04.2019 - 01.2022
Seasonal Tax Preparer
RRD Financial, LLC
12.2018 - 04.2019
Business Development
Drycon Carpet Cleaning
11.2016 - 10.2018
No Degree - Economics
Middle Tennessee State University
No Degree - Accounting
Western Governor's University
Associate of Applied Science - Cyber Defense
Motlow State Community College