Carol Wysocki
West Palm Beach,FL
Summary
Experienced with tax preparation and compliance, ensuring accurate and timely filings. Utilizes in-depth knowledge of tax regulations to optimize client tax positions. Strong understanding of tax planning and financial reporting, contributing to effective financial decision-making.
Motivated Tax Accountant promoting more than 20 years of expertise in monitoring federal and state tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player and tax expert with dynamic analysis and process improvement talents.
Overview
16
16
years of professional experience
Work History
Tax Accountant
WTACS Enterprise Inc
01.2016 - Current
- Prepared and reviewed complex tax returns ensuring compliance with federal and state regulations.
- Analyzed financial data to identify potential tax savings and improve client strategies.
- Mentored junior accountants on tax preparation techniques and regulatory changes.
- Developed efficient tax planning strategies leading to enhanced client satisfaction.
- Collaborated with clients to gather necessary documentation for accurate tax filing.
- Implemented process improvements reducing turnaround time for tax return completion.
- Conducted thorough audits of client financial statements to ensure accuracy in reporting.
- Stayed updated on changing tax laws and communicated implications to clients effectively.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Senior Tax Consultant
Tax Help Group Inc
03.2013 - 01.2016
- Tax resolutions, involving daily communication with the IRS, resolve CNC, I/A, OIC, dealing with ROs and audit representation.
- Prepare and review individual, partnership, S & C corporate, and non-profit tax returns
- Prepare quarterly 941s and yearly 940 and state returns
- Assist clients with questions in all areas of taxation
- Research various tax issues
- Maintain due dates reports and electronically file returns
- Highly detail-oriented and organized with the ability to prioritize workflow, manage multiple simultaneous tasks and meet stringent deadlines in fast paced environment.
- Collaborate with outside legal and tax counsel for tax planning and filings were necessary
Controller
Tallman & McGlynn
11.2009 - 12.2013
- Prepare and review financial statements
- Prepare quarterly 941s and yearly 940
- Streamlined and enhanced efficiency of daily accounting operations by initiating and implementing detailed accounting procedures and creating an organized office environment
- Oversaw general accounting functions including payroll, account receivables and payables, account reconciliation and cash management
- Prepare monthly financial statements, P&L and Balance Sheet
Education
Enrolled Agent, EA -
Department of Treasury, Internal Revenue Service
Master of Business Administration (MBA) - Accounting and Finance
American Intercontinental University
Weston, FL2005
Master of Accounting and Financial Management -
Keller Graduate School of Management-DeVry University
Miramar, FL12.2012
Skills
- Tax Software: Drake, Turbo Tax, Tax Act
- Tax advisory services
- Federal and state tax returns
- Tax compliance expertise
- Corporate tax filings
- Partnership taxation
- Income tax laws
- Financial statements review
Timeline
Tax Accountant
WTACS Enterprise Inc
01.2016 - Current
Senior Tax Consultant
Tax Help Group Inc
03.2013 - 01.2016
Controller
Tallman & McGlynn
11.2009 - 12.2013
Enrolled Agent, EA -
Department of Treasury, Internal Revenue Service
Master of Business Administration (MBA) - Accounting and Finance
American Intercontinental University
Master of Accounting and Financial Management -
Keller Graduate School of Management-DeVry University