Austin Brady
Phoenix,AZ
Summary
Detail-oriented tax and accounting professional with five years in public accounting. Expertise includes managing IRS accounts, coordinating tax workflows, and enhancing client communications, ensuring timely and accurate tax return processing for individuals and businesses. Experienced with QuickBooks, Lacerte, and Karbon to streamline operations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Executive Assistant | Tax & Accounting Operations
Small Business Accounting, Tax and Bookkeeping
01.2021 - Current
- Partner directly with firm leadership to support tax, accounting, client service, and operational functions.
- Assist with preparation and processing of individual and business tax returns, including Forms 1040, 1120, and 1065.
- Coordinate tax return workflow, client document collection, and filing deadlines during tax season.
- Communicate directly with clients regarding tax documents, IRS correspondence, account information, and filing requirements.
- Create and manage IRS online accounts for clients and assist with navigating IRS systems and resources.
- Maintain confidential client financial records and ensure accurate documentation.
- Manage executive email communications, scheduling, and daily business operations.
- Utilize Karbon to manage workflow, task assignments, project tracking, and client deliverables.
HVAC Technician
B&W HVAC
01.2020 - 01.2021
- Installed and serviced HVAC systems while maintaining high standards of safety and quality.
- Applied problem-solving skills and attention to detail in fast-paced environment, ensuring quality outcomes.
- Coordinated with team members to complete projects on time and within specifications, contributing to overall project success.
- Engaged with customers to clarify services, address questions, and resolve issues, enhancing customer satisfaction.
Education
High School Diploma -
Sandra Day O'Connor High School
Phoenix05-2020
Skills
- Tax Return Processing
- 1040 tax returns
- 1120 tax returns
- 1065 tax returns
- Lacerte Tax Software
- QuickBooks
- Tax preparation
- Karbon
- Microsoft Excel
- Microsoft Outlook
- IRS account setup
- Workflow Management
- Workflow coordination
- Client Relations
Certification
Marketing Certification
Timeline
Executive Assistant | Tax & Accounting Operations
Small Business Accounting, Tax and Bookkeeping
01.2021 - Current
HVAC Technician
B&W HVAC
01.2020 - 01.2021
High School Diploma -
Sandra Day O'Connor High School