Summary
Overview
Work History
Education
Skills
Affiliations
Certifications And Licensing
References
Timeline
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AYO SAMAIYE

Conroe

Summary

Seasoned financial professional with extensive experience at the Internal Revenue Service, recognized for enhancing tax compliance and financial strategies. Proven expertise in tax regulation and strategic team leadership, resulting in a 25% improvement in department performance. Adept at fostering team efficiency and implementing innovative tax solutions that consistently drive improved financial outcomes for clients and organizations. Committed to leveraging skills to further advance organizational goals in financial management.

Overview

17
17
years of professional experience

Work History

Internal Revenue Agent (GS-0512-11 Step 1 Full Working Level GS-14)

Internal Revenue Service
Houston
09.2024 - Current
  • Lead audits and compliance initiatives within the Tax Exempt & Government Entities (TEGE) division, providing strategic oversight to enhance organizational tax compliance and mitigate financial risks
  • Oversaw and mentored junior staff, improving team efficiency by 20% and enhancing audit turnaround time by streamlining workflows
  • Drove policy development and strategic decisions, ensuring alignment with federal tax regulations and the IRS's long-term goals
  • Facilitated workshops and training programs for internal teams on compliance strategies, tax laws, and best practices, improving department knowledge and performance by 25%
  • Managed high-value accounts, providing tailored solutions to complex financial and tax issues, ultimately reducing potential non-compliance penalties by 15%

Tax Associate

PwC Tax US LLP
Houston
09.2023 - 05.2024
  • Spearheaded the preparation of corporate tax returns and tax provisions for large multinational clients, ensuring compliance and contributing to a 10% reduction in overall tax liabilities for clients
  • Collaborated with senior leadership to develop and execute tax strategy initiatives that generated a 12% increase in post-tax profits
  • Acted as a subject matter expert for REIT testing, corporate tax provisions, and international tax issues, guiding teams to improve their understanding of complex tax laws
  • Led a team in improving the tax compliance process, reducing return processing time by 20%, and increasing client satisfaction through more timely and accurate filings
  • Developed strategic tax planning solutions that helped clients mitigate tax liabilities, improving long-term financial stability

Professional Tax Support

Blucora Inc (TaxAct)
Houston
01.2022 - 09.2023
  • Led initiatives to optimize the tax preparation process, driving improvements in accuracy and efficiency, and decreasing return processing time by 15%
  • Managed relationships with high-profile corporate clients, advising on tax strategy and ensuring full compliance with tax laws, which increased client retention by 25%
  • Contributed to the strategic direction of the company’s tax services, helping identify market trends and client needs to improve service offerings and create new revenue streams
  • Guided cross-functional teams in executing tax return filings for both corporate and individual clients, ensuring compliance while minimizing audit risks
  • Developed new customer engagement strategies, leading to a 30% increase in customer satisfaction ratings and improving overall service efficiency

Tax Standard Analyst

Intuit Inc.
Houston
01.2019 - 04.2021
  • Directed the tax return review process for individual and business clients, improving the accuracy rate by 20%, reducing error rates, and increasing client satisfaction
  • Worked closely with leadership teams to define tax strategies and processes that improved operational efficiency by 10%, contributing to significant time and cost savings
  • Led a cross-departmental initiative to streamline the customer onboarding process, improving service delivery times by 15% and increasing operational output
  • Managed high-level tax inquiries, providing strategic counsel on complex tax issues to corporate clients, helping mitigate potential risks and improve compliance
  • Oversaw the training and development of new analysts, improving team performance and ensuring consistency in tax filings

Payroll Tax Analyst

Baker Hughes
Houston
07.2019 - 12.2019
  • Led a team to manage and prepare quarterly payroll tax returns, ensuring full compliance with tax regulations, ultimately reducing tax penalties and late fees by 30%
  • Collaborated with senior executives to implement new tax compliance protocols that improved operational efficiency and mitigated audit risks
  • Analyzed and advised on complex payroll tax issues, working cross-functionally to ensure compliance and optimize payroll processing
  • Developed and implemented a new payroll tax reconciliation process, improving accuracy and reducing reconciliation time by 20%
  • Streamlined payments to taxing authorities through automation and process enhancements, ensuring timely submissions and compliance

Personal Financial Counselor

Zeiders Enterprises
Houston
07.2016 - 06.2018
  • Developed and executed financial counseling strategies for military personnel, resulting in an average 25% increase in savings and a 20% reduction in debt for families
  • Designed and implemented comprehensive financial education programs that improved financial literacy among service members, helping them make informed financial decisions
  • Led a team of counselors, driving improved financial outcomes for clients by creating tailored solutions based on individual financial goals
  • Directed the establishment of a retirement savings initiative, resulting in a 30% increase in retirement plan participation among military families
  • Provided strategic financial advice on tax planning, investments, and long-term financial planning, improving overall client satisfaction and financial security

Financial Advisor

H.D. Vest Financial Services
Houston
01.2013 - 01.2017
  • Managed portfolios for affluent clients, developing customized financial strategies that resulted in a 10% increase in portfolio growth over 2 years
  • Prospected and established business networks, growing the client base by 20% within the first year
  • Led the development of client-specific investment strategies that resulted in an average 15% increase in client retention
  • Executed long-term financial plans, including estate, tax, and retirement planning, improving client financial outcomes and increasing client satisfaction by 30%

Office Manager / Master Tax Advisor

H&R Block Inc.
Houston
01.2010 - 01.2016
  • Managed daily operations of a high-performing tax office, driving office revenue growth by 18% and increasing customer retention by 20% over 3 years
  • Led a team of 15+ tax professionals, improving team performance by 25% through coaching, mentoring, and fostering a collaborative environment
  • Strategized and executed local marketing campaigns that increased client acquisition by 15%, contributing to overall office growth
  • Delivered top-tier tax planning services to clients, ensuring compliance with tax regulations and creating financial strategies that saved clients an average of 12% in tax liabilities
  • Implemented process improvements that reduced the average tax return preparation time by 10%, increasing office efficiency

Staff Accountant / Bookkeeper

Insight to Success
Houston
01.2008 - 01.2009
  • Managed key financial processes, improving financial statement accuracy by 10% and streamlining month-end close procedures
  • Led efforts to implement a new billing and invoicing system that reduced errors by 15% and improved cash flow by 5%
  • Provided strategic support to executive leadership during audits, helping to identify process improvements that increased efficiency by 20%
  • Coordinated the preparation of quarterly financial reports, providing actionable insights to leadership on cost-saving opportunities

Education

Bachelor of Science - Accounting

University of Houston-Downtown
01.2019

Master of Business Administration - Finance

Hawaii Pacific University
01.2008

Bachelor of Science - Geography

Obafemi Awolowo University
01.2000

Associate of Financial Studies - Banking, Accounting, and Insurance

Yaba College of Technology
01.1999

Skills

  • Financial Planning Expertise
  • Tax Strategy Development
  • Budget Management
  • Financial Risk Mitigation
  • Strategic Team Leadership
  • Corporate Tax Compliance
  • Insurance Risk Evaluation
  • Sales Strategy Implementation
  • Cost Management
  • Expertise in Tax Regulation
  • Certified Enrolled Agent
  • Team Leadership
  • Tax Form Expertise
  • Data Interpretation Skills
  • Strong Organizational Skills
  • Data-Driven Financial Insight
  • Quantitative Research
  • Proficient in Microsoft Office
  • Effective Team Collaboration

Affiliations

  • Member, AICPA (American Institute of Certified Public Accountants)
  • Member, Financial Planning Association (FPA)

Certifications And Licensing

  • AFCPE-accredited Financial Counselor
  • Casualty, Life, Health, and Property Insurance License
  • IRS Enrolled Agent
  • CPA Candidate

References

References available upon request.

Timeline

Internal Revenue Agent (GS-0512-11 Step 1 Full Working Level GS-14)

Internal Revenue Service
09.2024 - Current

Tax Associate

PwC Tax US LLP
09.2023 - 05.2024

Professional Tax Support

Blucora Inc (TaxAct)
01.2022 - 09.2023

Payroll Tax Analyst

Baker Hughes
07.2019 - 12.2019

Tax Standard Analyst

Intuit Inc.
01.2019 - 04.2021

Personal Financial Counselor

Zeiders Enterprises
07.2016 - 06.2018

Financial Advisor

H.D. Vest Financial Services
01.2013 - 01.2017

Office Manager / Master Tax Advisor

H&R Block Inc.
01.2010 - 01.2016

Staff Accountant / Bookkeeper

Insight to Success
01.2008 - 01.2009

Bachelor of Science - Accounting

University of Houston-Downtown

Master of Business Administration - Finance

Hawaii Pacific University

Bachelor of Science - Geography

Obafemi Awolowo University

Associate of Financial Studies - Banking, Accounting, and Insurance

Yaba College of Technology
AYO SAMAIYE