Bryan Woods
Summary
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
35
35
years of professional experience
Work History
Senior Tax Associate
Kanter Consulting Group, CPAs & Advisors
08.2024 - 11.2024
- Personal & Business Tax Return Preparation and Accounting
- Offer In Compromise & Installment Agreement Application Preparation
- New Business Entity Formation & Start-up Consulting
- Budget & Forecasting
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
Tax Manager
VERIS CPA
07.2023 - 05.2024
- Personal, Business, Trust & Estate Tax Return Preparation & Review
- Tax Projection & Planning
Partner / Tax Manager / Director of Operations
Private CPA Firm
07.2022 - 01.2023
- Coordinated Set-up and Managed Newly Formed Virtual CPA Firm
- Personal & Business Tax Return Preparation and Accounting
Accountant
AB FinWright, LLP
01.2022 - 03.2022
- Personal & Business Accounting
- Personal & Business Tax Preparation
Owner/Operator
Worldwide Tax Partners, PLLC
03.2009 - 11.2021
- Personal & Business Tax Return Preparation and Accounting
- Offer In Compromise & Installment Agreement Application Preparation
- New Business Entity Formation & Start-up Consulting
- Budget & Forecasting
Controller/Director of Operations
Mile High Group
10.2014 - 02.2016
- Prepare of direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities and financial instruments
- Receive, record and authorize requests for disbursements in accordance with company policies and procedures
- Receive cash and checks and make deposits
- Perform tax planning work
- Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items
- Manage staff, preparing work schedules and assigning specific duties
- Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary
- Plan direct activities such as sales promotions, coordinating with other departmental heads as required
Director of Operations
Unified Partners LLC
09.2014 - 02.2016
- In charge of daily operations of ACA Healthcare Division of Liberty Tax Services, a multi-million dollar start-up tax preparation franchise business system
- Managed 50 employees locally and approximately 300 licensed insurance agents nationally with approximately 4800 offices nationwide
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Monitored budget and utilized operational resources.
Managing Partner/Controller
BMW Global Business Solutions, LLC
08.2013 - 10.2015
- In charge of daily operations of multi-national metal trade export company
- Prepare financial statements, financial information and establish financial policies and procedures
- Protect assets by monitoring, establishing, and enforcing internal controls
- Prepare budgets by establishing schedules, collecting, analyzing, and recommending financial plans
- Provide financial condition status by collecting, interpreting, and reporting financial data
- Prepare special reports by gathering, analyzing, and summarizing financial information and trends
- File financial reports and advise management on needed actions by compiling with federal, state, and local legal requirements
Owner/Operator
BMW Taxes & Accounting
01.2012 - 07.2013
- Prepare financial statements, financial information and establish financial policies and procedures
- Protect assets by monitoring, establishing, and enforcing internal controls
- Prepare budgets by establishing schedules, collecting, analyzing, and recommending financial plans
- Provide financial condition status by collecting, interpreting, and reporting financial data
- Prepare special reports by gathering, analyzing, and summarizing financial information and trends
- File financial reports and advise management on needed actions by compiling with federal, state, and local legal requirements
Managing Partner
BMW Metals, LLC
04.2009 - 01.2011
- In charge of daily operations of multi-national metal trade export company(s) with annual revenues more than 32 million
- Prepare financial statements, financial information and establish financial policies and procedures
- Protect assets by monitoring, establishing, and enforcing internal controls
- Prepare budgets by establishing schedules, collecting, analyzing, and recommending financial plans
- Provide financial condition status by collecting, interpreting, and reporting financial data
- Prepare special reports by gathering, analyzing, and summarizing financial information and trends
- File financial reports and advise management on needed actions by compiling with federal, state, and local legal requirements
Tax Preparer
Direct General Corporation
12.2008 - 03.2009
- Specialized in tax preparation (1040) for national insurance company's pilot program in The Greater Tampa Bay Area
- Interacted with individuals and provided one-on-one service in managing their tax filings and returns
- Handled all tax questions from customers drawing upon a tremendous knowledge of tax codes
- Provided customers with accurate tax returns and assisted with tax filing
Owner/Operator
Einstein Docs
06.2005 - 04.2008
- Specialized in tax preparation (1040NR) for non-residents of the state of Michigan living in the East Lansing area while attending Michigan State University
- Interacted with individuals and provided one-on-one service in managing their tax filings and returns
- Handled all tax questions from customers drawing upon a tremendous knowledge of tax codes
- Provided customers with accurate tax returns and assisted with tax filing
Asst. General Manager/Restaurant Manager
Gwin's Lodge & Restaurant
05.2001 - 09.2004
- Responsible for all accounting functions including AR, AP, general ledger, bank reconciliation and collections
- Compiled monthly profit & loss statements for the company
- Handled all human resource functions including interviewing and hiring
Managing Partner
Immaculate Boat Services
10.1997 - 07.2000
- Highline marine detailing company
- I sold company in July 2000
Managing Editor
Ultra Flight Magazine
01.1995 - 02.1996
- Participated in the innovation and exponential growth of an ultra-light aviation publication
- Contributed to advertising sales over $500,000, as the Managing Editor and previously as the Director of Advertising
Sales Consultant
Sunshine BMW
01.1993 - 01.1995
- Demonstrated strong sales ability through consistent achievement of sales and incentive goals
Sales Manager
Dimmit Range Rover
01.1992 - 01.1993
- Responsible for daily operations, motivating and training sales staff, dealership allocations, franchise trades, overseeing F&I department, advertising and customer service
Sales Consultant
Lokey Mercedes Benz
01.1990 - 01.1993
- Demonstrated strong sales ability through consistent achievement of sales and incentive goals, achieving sales leader on three different occasions
Education
MBA - Concentrations: Accounting & Intn'l Business
Keller Graduate School of Management
Tampa, FL11-2021
Bachelor of Arts - Political Science/Pre-Law
Michigan State University
East Lansing, MI08-2008
Associate of Arts - Health Sciences
St. Petersburg College
Clearwater, FL05-2006
Skills
- Strong communication skills
- Organizational growth
- Team leadership qualities
- Continuous learning mindset
- Tax compliance expertise
- Tax research
- Tax software proficiency
Affiliations
- Electronic Return Originator (ERO) at Internal Revenue Service (IRS), Greater Tampa Bay Area, FL (2009-2024)
- Enrolled Agent (EA) in Process at Internal Revenue Service (IRS), Greater Tampa Bay Area
- Florida Notaries Association of State of Florida, Greater Tampa Bay Area (2010-2016)
- Michigan Notaries Association of State of Michigan, East Lansing, MI (2006-2014)
Languages
Spanish
Elementary
Timeline
Senior Tax Associate
Kanter Consulting Group, CPAs & Advisors
08.2024 - 11.2024
Tax Manager
VERIS CPA
07.2023 - 05.2024
Partner / Tax Manager / Director of Operations
Private CPA Firm
07.2022 - 01.2023
Accountant
AB FinWright, LLP
01.2022 - 03.2022
Controller/Director of Operations
Mile High Group
10.2014 - 02.2016
Director of Operations
Unified Partners LLC
09.2014 - 02.2016
Managing Partner/Controller
BMW Global Business Solutions, LLC
08.2013 - 10.2015
Owner/Operator
BMW Taxes & Accounting
01.2012 - 07.2013
Managing Partner
BMW Metals, LLC
04.2009 - 01.2011
Owner/Operator
Worldwide Tax Partners, PLLC
03.2009 - 11.2021
Tax Preparer
Direct General Corporation
12.2008 - 03.2009
Owner/Operator
Einstein Docs
06.2005 - 04.2008
Asst. General Manager/Restaurant Manager
Gwin's Lodge & Restaurant
05.2001 - 09.2004
Managing Partner
Immaculate Boat Services
10.1997 - 07.2000
Managing Editor
Ultra Flight Magazine
01.1995 - 02.1996
Sales Consultant
Sunshine BMW
01.1993 - 01.1995
Sales Manager
Dimmit Range Rover
01.1992 - 01.1993
Sales Consultant
Lokey Mercedes Benz
01.1990 - 01.1993
MBA - Concentrations: Accounting & Intn'l Business
Keller Graduate School of Management
Bachelor of Arts - Political Science/Pre-Law
Michigan State University
Associate of Arts - Health Sciences
St. Petersburg College
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