Brittany Gerber
Twinsburg,Ohio
Summary
Dynamic tax professional with Enrolled Agent certification and a strong background in tax preparation and compliance. Proven expertise in navigating complex tax regulations and delivering exceptional client service to ensure optimal financial outcomes. Committed to leveraging analytical skills and attention to detail to contribute effectively within a collaborative accounting team. Eager to embrace new challenges in a full-time role that fosters professional growth and enhances organizational success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Accountant
Brittany Gerber, EA
Twinsburg, Ohio
01.2023 - Current
- Administered client billing processes, invoicing, and deadline management to maintain operational efficiency as sole proprietor.
- Managed detailed preparation of individual partnership S-corporation trust and gift tax returns to address unique financial needs of over 50 clients.
- Analyzed and interpreted IRS state and local tax notices to provide timely resolutions for clients.
- Engaged clients in comprehensive discussions during quarterly and semi-annual meetings to assess financial health and refine tax obligation estimates.
- Delivered ongoing bookkeeping support and financial guidance to clients, enhancing their financial management capabilities.
- Executed strategic enhancements to streamline tax preparation workflows and increase operational efficiency.
- Coordinated various tax projects, maintaining strict adherence to deadlines while prioritizing client satisfaction.
- Guided clients in navigating intricate tax regulations to enhance understanding of financial decision impacts.
Assistant Planner and Tax Consultant
Aegis Consulting (North Coast Executive Consulting)
Solon, Ohio
01.2023 - 10.2025
- Analyzed and resolved client tax issues, providing detailed and compliant guidance tailored to individual needs.
- Collaborated in crafting financial strategies tailored to meet individual client needs.
- Analyzed client financial situations and executed targeted tax planning initiatives to enhance overall financial health and sustainability.
- Facilitated collaboration among cross-functional teams to achieve project alignment and objectives.
- Delivered essential assistance to financial advisor to enhance client service for a diverse portfolio of over 100 clients.
Experienced Tax Associate
BDO USA
Akron, Ohio
01.2020 - 12.2022
- Conducted detailed preparation of tax returns for various business structures, including partnerships, S-corporations, and corporations, to facilitate accurate reporting.
- Provided comprehensive tax preparation services for individual and trust returns to ensure compliance and accuracy.
- Analyzed financial data and calculated quarterly and extension payments, delivering tailored solutions for high-net-worth clients.
- Collaborated with intern team to efficiently process over 155 business return extensions with a focus on accuracy.
- Prepared partnership tax workbooks in Excel using client bank statements, applying journal entries, advanced Excel formulas including VLOOKUP, and special allocations across multiple partners.
Education
Bachelor of Science - Accounting
Franklin University
Columbus, Ohio08-2021
A.A.B. - Accounting
Stark State College
North Canton, Ohio12-2019
Skills
- Skilled in utilizing various tax software solutions
- Experienced with Microsoft Office tools
- Proficient in tax compliance processes
- Effective communication skills
- Skilled in Excel for data analysis
- Client relations management
Certification
Enrolled Agent, Internal Revenue Service January 2024
Timeline
Tax Accountant
Brittany Gerber, EA
01.2023 - Current
Assistant Planner and Tax Consultant
Aegis Consulting (North Coast Executive Consulting)
01.2023 - 10.2025
Experienced Tax Associate
BDO USA
01.2020 - 12.2022
Bachelor of Science - Accounting
Franklin University
A.A.B. - Accounting
Stark State College
Military Experience
Served 9 years in U.S. Army as a Health Care Specialist and Budget Analyst. Received honorable discharge in 2021.