Hi, I’m
Anthony Jefferies
New York,NY
Summary
Motivated Tax Consultant promoting more than fifteen years of expertise in monitoring federal, state and local tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player. Tax expert with dynamic analysis and process improvement talents. Exhibits vast knowledge, understanding and practical Accounting skills.
Overview
17
years of professional experience
Work History
Self-employeed
Tax Consultant
12.2010 - Current
Job overview
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Offered clients recommendations to reduce tax liabilities.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- 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.
- Utilized tax software to prepare returns and meet deadlines.
- Facilitated communication between clients and tax authorities.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- 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.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Responded to inquiries from IRS and other tax authorities.
- Researched tax implications for various deductions and credits.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Prepared US, multistate, and international tax returns for business clients.
Ty Associates
Supervisor of Operations
12.2008 - 06.2010
Job overview
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Monitored front areas so that questions could be promptly addressed.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed systems and procedures to improve operational quality and team efficiency.
- Devised processes to boost long-term business success and increase profit levels.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
H & R Block Tax Group
Tax Professional
12.2005 - 05.2007
Job overview
- Researched complex tax issues utilizing online resources and professional tax software.
- Utilized tax software to prepare returns and meet deadlines.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Facilitated communication between clients and tax authorities.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Assessed client tax situations to determine best filing options.
- Developed tax plans and projections to help clients meet objectives.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial records to verify accuracy of tax returns.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Liaised with accountants to confirm accuracy of client tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Maintained compliance by adhering to current tax laws and regulations.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared US, multistate, and international tax returns for business clients.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Responded to inquiries from IRS and other tax authorities.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Researched tax implications for various deductions and credits.
- Calculated estimated tax payments for clients.
Education
Bard CollegeHudson, NY
Bachelor of Science from Mathematics
08.2025
University Overview
- [Number] GPA3.69
- Thesis: [Relative Mathematical Logic and Reasoning]Relative Mathematical Logic and Reasoning suggests: the numbers one and infinity share the exact same qualities, from which all can be deduced.
Bard CollegeHudson, NY
Associate of Arts from Liberal Arts And General Studies
08.2021
University Overview
- [Number] GPA3.69
H & R BlockNew York, NY
from Taxation
08.2007
University Overview
- Relevant Coursework: [Subject] & [Subject] educated and awarded practice certification in each of the following areas of taxation: corporate taxation, military taxation, taxation for fisherman, and personal taxation.
- Awarded [Award Name]practice certificates from H & R Block in: corporate taxation, military taxation, taxation for fisherman, and personal taxation.
Bronx Community College of The City University of New YorkThe Bronx, NY
from Accounting And Entertainment Law
2004
Edward Waters CollegeJacksonville, FL
from Accounting And Entertainment Law
08.2000
Albany High SchoolAlbany, NY
GED
06.1999
Skills
- Federal and State Tax Returns
- Detailed Documentation
- Partnership Tax Returns
- Tax Documentation
- Reading Comprehension
- Data Input
- Tax Consulting
- Critical Thinking
- Individual Income Tax Preparation
- Income Statements
- Document Preparation
- Special Projects
- Government Regulations
- Complex Problem-Solving
- Balance Sheets
- Electronic Filing Software
- Customer Loyalty
- Loss Calculations
- Corporate Tax Issues
- Correspondence Writing
- Administrative Support
- IRS Correspondence
- Confidential Data Protection
- Understanding of Applicable Laws
- Customer Interaction
- Income Tax Compliance
- Mortgage-Related Documents
- Tax Calculations
- Client Account Management
- Staff Oversight
- Trained in Tax Software
- Adjustments and Deductions
- Prepare Returns
- Review Financial Statements
- Valid PTIN
- Taxation Document Inspection
- Client Invoicing
- Tax Issue Research
- Internal Revenue Service Correspondence
- Deductible Expense Identification
- Tax Payment Estimations
- Tax Strategy Implementation
- Calculate Figures
- Customer Retention Strategies
- Client Tax Services
- Multiple State Tax Filing
- Strategize Tax Plans
- Control Tax Liabilities
- Office Meetings
- Deductible Collection
- Office Cleaning
- Atypical Return Processing
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Tax Consultant
Self-employeed
12.2010 - Current
Supervisor of Operations
Ty Associates
12.2008 - 06.2010
Tax Professional
H & R Block Tax Group
12.2005 - 05.2007
Bard College
Bachelor of Science from Mathematics
Bard College
Associate of Arts from Liberal Arts And General Studies
H & R Block
from Taxation
Bronx Community College of The City University of New York
from Accounting And Entertainment Law
Edward Waters College
from Accounting And Entertainment Law
Albany High School
GED