Angelica Williams
San Antonio,TX
Summary
OPERATIONS TRANSFORMATION & CLIENT SUCCESS LEADER | Enrolled Agent Results-driven leader with proven expertise in coaching executives and teams, implementing efficient processes, building rapid trust with clients, and driving operational change in regulated industries. Skilled in leadership development, training delivery, stakeholder influence, data insights, and compliance strategies. Enthusiastic crypto participant and Kraken customer—passionate about innovative platforms that deliver customer benefit, efficiency, and sustainable impact. Ready to empower North American energy clients through transformative operating models.
CORE COMPETENCIES• Client Relationship Building & Trust Development • Leadership Coaching, Mentoring & 1:1 Development • Operational Process Design & Implementation • Influencing Change & Stakeholder Management • Training Program Delivery & Skills Development • Data Analysis & Performance Insights (Excel / Financial Tools) • Regulatory Compliance & Risk Mitigation • Team Recruitment, Bias Reduction & Talent Growth • Strategic Planning & Revenue / Operational Optimization
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Summit Tax Associates
01.2024 - Current
- - Prepare and review complex individual, business, fiduciary, and nonprofit tax returns including 1040 (crypto), 1120, 1065, 1041, and 990.
- - Conduct tax research, resolve filing errors, and propose accurate corrective actions.
- - Support tax planning strategies for clients to reduce liabilities and improve compliance.
- - Manage bookkeeping and financial statement preparation.
- - Review returns prepared by team members for accuracy and compliance.
Tax Accountant
Haynie & Company
01.2022 - 01.2024
- - Prepared federal and state income tax returns for individuals, corporations, fiduciaries, and flow-through entities.
- - Identified and corrected complex tax filing errors and inconsistencies.
- - Conducted in-depth tax research and advised management on findings.
- - Performed bookkeeping and tax planning support for clients.
Tax Accountant
Britts & Associates
01.2021 - 01.2022
- - Prepared and reviewed tax returns (1040, 1120, 1065, 1041, 990) for high-net-worth individuals and businesses.
- - Resolved IRS tax issues, communicated with IRS agents, and supported clients through audits and notices.
- - Conducted quarterly tax projections and annual financial statements.
- - Trained interns on tax preparation procedures and firm policies.
- - Managed open items and client communication year-round.
Bank Manager
BB&T (now Truist)
01.2018 - 01.2020
- - Top-producing branch manager responsible for sales, operations, and staff leadership.
- - Managed SBA, consumer, and business lending portfolios.
- - Oversaw revenue generation, client development, and staff coaching.
- - Conducted hiring, performance reviews, and team development.
- - Ensured superior client service and compliance with bank policies.
Store Manager
Sprint
01.2016 - 01.2018
- - Managed store operations, staffing, performance coaching, and budgeting.
- - Led marketing campaigns and achieved sales growth across multiple KPIs.
- - Developed business strategies to increase market share and revenue.
Insurance Agency Owner
Farmers Insurance
01.2010 - 01.2016
- - Managed agency operations, sales, marketing, budgeting, and compliance.
- - Sold P&C, life, and health insurance while growing revenue and client base.
- - Recruited, trained, and supervised staff.
Agency Manager
State Farm
01.2006 - 01.2010
- - Led territory sales operations and exceeded revenue targets.
- - Developed sales strategies, client relationships, and marketing initiatives.
- - Recruited, trained, and coached employees.
Education
Advanced Technical Certificate - Professional Accounting (Equivalent to Master's in Accounting)
Lone Star College
TX01.2022
Master of Organizational Leadership - undefined
National University
CA01.2018
Bachelor of Business Administration - Minor in Finance
National University
CA01.2016
Skills
- - Tax Preparation (1040/crypto, 1120, 1065, 1041, 990)
- - IRS Representation & Tax Resolution
- - Tax Research & Tax Planning
- - Financial Reporting & Analysis
- - Client Communication & Case Management
- - Bookkeeping & QuickBooks
- - Leadership & Team Training
- - Strategic Planning & Operations Management
- - Sales Strategy, Revenue Generation, Business Growth
- - Intuit ProConnect, UltraTax, CCH Axcess, Lacarte
- - QuickBooks & QuickBooks Online
- - Canopy
- - Microsoft Office Suite
- Time management
- Calm under pressure
- Decision-making
- Problem resolution
- Customer service
- Problem-solving
- Teamwork and collaboration
- Friendly, positive attitude
- Mentoring
- Staff development
- Teamwork
- Customer relations
- Training and mentoring
- Adherence to high customer service standards
- Exceptional interpersonal communication
- Complaint resolution
- Exceptional telephone etiquette
- Relationship building
- MS office
- Staff training
Certification
Enrolled Agent – IRS
Timeline
Senior Tax Accountant
Summit Tax Associates
01.2024 - Current
Tax Accountant
Haynie & Company
01.2022 - 01.2024
Tax Accountant
Britts & Associates
01.2021 - 01.2022
Bank Manager
BB&T (now Truist)
01.2018 - 01.2020
Store Manager
Sprint
01.2016 - 01.2018
Insurance Agency Owner
Farmers Insurance
01.2010 - 01.2016
Agency Manager
State Farm
01.2006 - 01.2010
Master of Organizational Leadership - undefined
National University
Bachelor of Business Administration - Minor in Finance
National University
Advanced Technical Certificate - Professional Accounting (Equivalent to Master's in Accounting)
Lone Star College