Annie Marie Ellis
Tampa,FL
Summary
Results-driven tax accountant with 20 years of experience in tax preparation and client engagement. Expertise in preparing and filing federal and state tax returns ensures compliance and enhances client satisfaction. Strong attention to detail and effective communication skills contribute to operational efficiency and successful compliance outcomes.
Overview
12
12
years of professional experience
Work History
Tax Accountant
Self-employeed
Tampa, Florida
07.2016 - Current
- Filed federal and state tax returns for individuals, ensuring compliance with regulations.
- Analyzed financial records for adherence to tax regulations.
- Prepared diverse individual and business tax returns for clients.
- Consulted clients on tax-saving strategies and financial planning initiatives.
- Developed tax planning strategies to minimize client liabilities and enhance financial outcomes.
- Maintained up-to-date knowledge of state and foreign tax laws.
- Streamlined tax preparation processes using accounting software to improve accuracy and efficiency.
Fraud Account Supervisor
Capital One
Tampa, Florida
02.2014 - 03.2016
- Analyzed account activities to identify suspicious transactions and patterns.
- Collaborated with compliance, legal, operations, and IT security to enhance communication on fraud issues.
- Managed escalated cases by providing guidance on complex fraud situations.
- Responded promptly to customer inquiries regarding account status and potential fraudulent activity.
- Addressed customer concerns about account status or potential fraud with timely support.
- Implemented fraud prevention strategies for diverse customer accounts.
- Utilized advanced data analytics tools to analyze transaction patterns and improve fraud detection.
- Worked with cross-functional teams to strengthen overall fraud prevention strategies.
Education
High School Diploma -
Gaynstead High School
Kingston Jamaica06-1978
Skills
- Verbal and written communication
- Excellent communication
- State tax regulations
- Tax software proficiency
- Accounting software
- Accounting research
- Client relationship management
- Attention to detail
Timeline
Tax Accountant
Self-employeed
07.2016 - Current
Fraud Account Supervisor
Capital One
02.2014 - 03.2016
High School Diploma -
Gaynstead High School