Charlette Ware
Lake Worth,FL
Summary
Professional with comprehensive knowledge of tax regulations and compliance. Expertise in preparing and reviewing tax returns, conducting tax research, and advising on tax strategies. Strong focus on collaboration and delivering results, adaptable to evolving requirements. Known for analytical thinking, problem-solving skills, and maintaining high ethical standards.
Possess an MBA with a concentration in accounting (pending CPA). Staffing and training of accounting professionals. Performed record keeping and filing functions for various small businesses. MS Word, Excel, and PowerPoint proficient including Quickbooks, FreshBooks, Bill.com, Concur, Sage, Avalara, Vertex and Great Plains, including Taxact, Drake, Ultra tax software's.
Overview
13
13
years of professional experience
Work History
Senior Tax Accountant
Complete Tax Solutions
Fort Lauderdale, FL
10.2013 - 04.2025
- Prepared federal and state tax returns for individuals, businesses and nonprofits.
- Consulted with clients on minimizing tax liabilities and changes in tax laws; while managing multiple clients.
- Researched tax topics to resolve tax issues
- Trained staff, reviewed and evaluated their work. Prepared internal and written correspondence for submission to the Treasury Department
- Performed account reconciliations (bank reconciliations, merchant accounts, general ledger, payroll).
- Reconciled accounts related to income tax and financial statements
- Prepared year-end reports for clients ((W-2, 1099's).
Tax Associate
Intuit
San Francisco, CA
12.2025 - 04.2026
- Engaged with clients in tax interviews and assisted do-it-yourself online tax clients using various virtual platforms, including video conferencing, phone chat, and email.
- Prepared tax returns for individuals and small businesses, ensuring compliance with regulations.
- Analyzed financial documents to identify potential deductions and credits for clients.
- Championed business growth initiatives to enhance client retention and broaden product and service offerings. Led initiatives that improved client retention and expanded the portfolio of products and services available to clients.
- Facilitated communication among team members to enhance collaborative efforts. Coordinated with leadership to assess the influence of remote work on performance metrics.
- Developed comprehensive understanding of tax regulations to improve advisory services.
Accounting Specialist
Taxact (Taxwell)
Dallas, TX
10.2019 - 04.2024
- Review invoices from assigned facilities by verifying codes to correct general ledger accounts prior to Manager approval.
- Work closely with accounts payable department to avoid duplicate payments, prioritize invoices to avoid late fees and disconnection of service, reconcile trust and purchase card accounts.
- Maintain utility and purchase card tracking logs. Perform purchase card audits. Research invoices that have discrepancies.
- Prepare journal entry for outstanding invoices for month-end closing.
Accountant (Payroll)
CareerSource Broward
Fort Lauderdale, FL
06.2017 - 09.2019
- Processed timesheets bi-weekly for over 1000 SYEP participants.
- Calculated and verified payroll amounts.
- Assist with month-end close, account reconciliations, journal entries and financial reports per schedule.
- Audited aging vendor accounts, discussed findings with departmental leaders to resolve discrepancies.
- Assist payroll department with assigned account reconciliations.
Education
MBA - Accounting
Florida Metropolitan University
Fort Lauderdale, FLBS - Business Management
Florida Metropolitan University
Fort Lauderdale, FLSale Tax & Use - Sales Tax & Use
Udemy
San FranciscoSkills
- State and local taxation
- Tax compliance
- Individual taxation
- Corporate taxation
- IRS communication
- Multi-state tax filing
- Individual returns preparation
- Local, state, and federal tax returns
Military
Honorable Discharge/Veteran, 2011 Secret-Level Security Clearance, Active
Timeline
Tax Associate
Intuit
12.2025 - 04.2026
Accounting Specialist
Taxact (Taxwell)
10.2019 - 04.2024
Accountant (Payroll)
CareerSource Broward
06.2017 - 09.2019
Senior Tax Accountant
Complete Tax Solutions
10.2013 - 04.2025
MBA - Accounting
Florida Metropolitan University
BS - Business Management
Florida Metropolitan University
Sale Tax & Use - Sales Tax & Use
Udemy