Brian Wagner
Management Consulting
Burnet,TX
Summary
Accomplished Consultant drives organizational improvements through leveraging expertise in research and system enhancement. Well-versed in collaborating with employees and leaders to resolve control and procedural problems negatively affecting business operations. Dedicated to cost, process and resource optimization.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Principal Consultant
InFocus Consulting
Burnet, TX
10.2014 - Current
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
- Created and optimized records management strategies to coordinate and protect information.
- Collaborated with clients from concept through final delivery of product or service.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Implemented practices and procedures to reduce expenditures by $35,000 annually of $175,000 operating budget.
- Prepared presentations to explain revisions, enhancements and process improvements of organization's systems and programs.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations
Postal Support Employee
United States Postal Service
Burnet, TX
03.2023 - 05.2023
- Used automated mail processing equipment to sort and collate mail.
- Released registered and special delivery letters and packages to designated recipients and obtained signatures for release.
- Weighed letters and packages and calculated costs based on classification, weight, and destination.
- Provided service and sales to walk-in customers.
- Sorted mail according to size, shape and destination.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
Intern/Tax Preparer Intern
Crane & Holtzman CPAs, P.C.
Austin, TX
01.2023 - 04.2023
- Prepared individual, trust, partnership and corporate tax returns.
- Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
- 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 to facilitate quick preparation of tax returns.
Tax Examining Technician
Internal Revenue Service, IRS
Austin, TX
06.2022 - 09.2022
- 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.
- Kept case data and contact information up to date to expedite proceedings.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Produced briefs, located records and organized documentation to support court cases.
- Provided professional services and support in dynamic work environment.
- Responded to taxpayer questions and helped individuals complete and file tax documentation
Adminstrative Assistant
Harden Healthcare
Austin, TX
07.2009 - 03.2010
- Executed record filing system to improve document organization and management.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Drafted correspondence and other documents for CEO and nine division heads in company's voice.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Assisted development and implementation of new administrative procedures.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Executive Director
Chorus Austin
Austin, TX
01.2007 - 06.2009
- Drove strategic improvements to enhance operational and organizational efficiencies.
- Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability, reducing costs by $30,000 in unnecessary expenses and reallocating those resources to programs.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Built relationships with donors, government officials and other organizations to secure funding and support for organization.
- Represented organization to local public by giving presentations and speeches and participating in community events.
Education
Associate of Science - Business Administration And Management
Austin Community College
Austin, TX 06.2021 - 12.2022
No Degree - Management
St. Edward's University
Austin, TXSkills
Strategic planning
Solution development
Project coordination
Team Leadership & Development
Analysis & Evaluation
Budgeting /Financial Planning
Processes and procedures
Certification
Intuit Bookkeeping Academy
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
A mature person is one who does not think only in absolutes, who is able to be objective even when deeply stirred emotionally, who has learned that there is both good and bad in all people and all things, and who walks humbly and deals charitably with the circumstances of life.
Eleanor Roosevelt
Timeline
Intuit Bookkeeping Academy
06-2023
Postal Support Employee
United States Postal Service
03.2023 - 05.2023
Intern/Tax Preparer Intern
Crane & Holtzman CPAs, P.C.
01.2023 - 04.2023
Tax Examining Technician
Internal Revenue Service, IRS
06.2022 - 09.2022
Associate of Science - Business Administration And Management
Austin Community College
06.2021 - 12.2022
Principal Consultant
InFocus Consulting
10.2014 - Current
Adminstrative Assistant
Harden Healthcare
07.2009 - 03.2010
Executive Director
Chorus Austin
01.2007 - 06.2009
No Degree - Management
St. Edward's University