Brian Wagner

• Oversaw budgeting, forecasting, and resource allocation to strengthen financial performance.
• Directed strategic initiatives across stewardship operations, aligning priorities with organizational goals.
• Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
• Guided leadership discussions on strategy, organizational planning, and operational execution.

• Led client engagements, translating business needs into actionable consulting strategies and implementation roadmaps.
• Advised stakeholders on process improvements, governance models, and operational alignment across complex initiatives.
• Managed project delivery, coordinating timelines, dependencies, and communication across multiple workstreams.
• Evaluated existing workflows and identified opportunities to improve efficiency, consistency, and service quality.
• Developed comprehensive strategies with key stakeholders to drive organizational growth and success.

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• Diagnosed complex customer issues, provided accurate solutions, and completed timely follow-up communication.
• Performed account issue analysis to determine root causes and reduce risk of repeat service disruptions.
• Entered and maintained case details in CRM systems to support consistent service history tracking.
• Provided customer guidance on product billing and service processes to support accurate completion and understanding.

• Processed packages, parcels, and special services while maintaining compliance with postal regulations.
• Sorted incoming and outgoing mail accurately using postal equipment and established mail-handling procedures.
• Operated scanners, sorting machines, and labeling systems to support efficient mail processing workflows.
• Assisted customers with postage, mailing options, and delivery inquiries in fast-paced retail environments.

• Prepared individual, trust, partnership, and corporate tax returns, ensuring compliance with regulations.
• Prepared tax forms and documentation for compliance, audits, and refunds, streamlining processes for accuracy.
• Calculated local, state, federal and international taxes.
• Used Intuit Practice Management to input and track tax information.
• Identified errors in previously filed tax returns, saving average of $100,000 for clients.
• Organized client tax documents, enhancing efficiency in tax return preparation.

• Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
• Responded to taxpayer questions and helped individuals complete and file tax documentation.
• Updated case data and contact information to expedite tax proceedings.
• Processed tax payments and established payment plans, collaborating with delinquent taxpayers to resolve issues efficiently.
• Produced briefs, located records and organized documentation to support court cases.
• Provided professional services and support in a dynamic work environment.
• Responded to taxpayer questions and helped individuals complete and file tax documentation

• Resolved taxpayer inquiries by applying tax law, policy, and Internal Revenue Manual guidance.
• Guided taxpayers through payment arrangements, eligibility requirements, and collection resolution options.
• Interpreted account histories in IDRS to explain balances, notices, payments, and refund issues.
• Documented case actions accurately in case management systems to support follow-up and compliance.

• Coordinated calendars, meetings, and office communications to support executive and departmental workflows.
• Managed employee records, including Continuing Education Credits and documentation, confidential files, and documentation with strict attention to accuracy and compliance.
• Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
• Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
• Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.

• Managed strategic planning activities to ensure artistic vision alignment with organizational goals and community priorities.
• Administered annual budgets, improving financial controls and guiding resource allocation decisions.
• Managed donor outreach and relationship cultivation activities aligned with fundraising campaigns to drive revenue growth.
• Collaborated with board leadership to prepare reporting materials supporting effective governance decisions.
• Oversaw day-to-day staff operations, established clear role expectations, and improved cross-functional coordination.
• Developed and executed advanced community partnership initiatives to support outreach expansion and audience engagement for concerts.
• Directed season planning, coordinating programming venue assignments and production schedule timelines.
• Analyzed organizational workflows and implemented targeted process improvements to enhance operational efficiency and accountability.

• Capstone Project: Regency Stewardship Group LLC, established a family-based business for purposes of asset management on behalf of a family trust. Public offerings include property management services, career coaching, and entrepreneurial consulting services. Project included a thorough business proposal, marketing plan, budgeting forecasts, sales strategies, product offerings, and staffing needs.

• Relevant Coursework: Financial Account & Introduction to Finance, Finance for Managers, Human Resource Management, Marketing, and Business Communications & Professional Speaking