Brady Omtvedt
Mankato,MN
Summary
Seasoned Tax Associate with a proven track record at Eide Bailly, adept in corporate tax preparation and showcasing an efficient nature. Excelled in multi-state tax filing and strategic tax planning, significantly enhancing compliance and client satisfaction. Demonstrated expertise in tax accounting and a commitment to continuous learning in taxation matters.
Overview
5
5
years of professional experience
Work History
Tax Associate
Eide Bailly
Mankato, MN
01.2023 - Current
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Researched complex tax issues in order to provide accurate advice and guidance.
- Ensured compliance with applicable laws and regulations regarding taxation matters.
- Collaborated with colleagues across the organization on special projects relating to taxation matters.
- Attended continuing education courses related to taxation topics.
- Prepared tax return documents for clients.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
Financial Representative
Northwestern Mutual
01.2020 - 01.2021
- Developed strategies to increase sales of financial products and services.
- Provided timely responses to customer inquiries about financial products and services.
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
Education
Master of Science - Accounting
Winona State University
Winona, MN05-2023
Bachelor of Science - Accounting
Winona State University
01.2021
Skills
- Corporate tax preparation
- Tax reporting
- Tax accounting
- Efficient nature
- Data inputting
- Tax planning
- Multi-state tax filing
Timeline
Tax Associate
Eide Bailly
01.2023 - Current
Financial Representative
Northwestern Mutual
01.2020 - 01.2021
Master of Science - Accounting
Winona State University
Bachelor of Science - Accounting
Winona State University
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