Adept Senior Tax Analyst with a proven track record at Compass Royalty Management LLC and 7-Eleven, enhancing compliance and efficiency through critical thinking and strong communication. Spearheaded cross-functional teams, significantly improving tax processes and staff training. Expert in state and local taxation, demonstrating exceptional problem-solving and collaboration skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
21
21
years of professional experience
Work History
Senior Tax Analyst
Compass Royalty Management LLC
12.2010 - 06.2024
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
Assisted [Type] managers in planning and execution of short-term and longer term goals and objectives.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Calculated estimated and [Type] tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
Prepared detailed reports outlining clients'' taxable income, deductions, credits, and other relevant information for review by management.
Collaborated with cross-functional teams to resolve accounting discrepancies related to taxes, ensuring accurate financial records.
Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons.
Conducted thorough reviews of client financial statements to identify errors or inconsistencies that could impact their tax obligations.
Provided expert guidance to colleagues in handling complex tax scenarios, improving overall team performance.
Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.
Assisted management with special projects, including researching tax implications of potential mergers and acquisitions.
Streamlined internal processes by developing new procedures for efficient tax preparation and documentation.
Trained junior staff members on best practices in tax preparation, fostering a supportive learning environment within the team.
Developed strong relationships with clients by providing excellent customer service and addressing their concerns promptly.
Researched tax issues and stayed current on all federal and state tax laws.
Prepared tax returns for individuals and businesses.
Tax Analyst
7-Eleven
10.2003 - 10.2010
Analyzed tax issues and made recommendations for remediation to management.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Prepared all federal and state income tax paperwork for extensions and returns.
Conducted internal reviews of financial statements, identifying errors or inconsistencies that could impact overall tax liability calculations.
Researched tax issues and stayed current on all federal and state tax laws.
Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
Mitigated risks associated with audits by maintaining thorough records and supporting documentation for all reported figures.
Streamlined the tax filing process by automating routine tasks, resulting in increased efficiency and accuracy.
Negotiated favorable outcomes in disputes with taxing authorities by presenting well-researched cases supported by detailed analyses.
Calculated estimated and [Type] tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
Developed training materials for staff members responsible for handling taxes within their respective departments, promoting a culture of compliance across the organization.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Prepared tax returns for individuals and businesses.
Professionally negotiated and dealt with taxpayers in confrontational situations.
Education
High School Diploma -
O. D. Wyatt Highschool
Fort Worth, TX
06.1994
Skills
Strong Communication Skills
State and Local Taxation
Time Management Capabilities
Critical thinking aptitude
Staff Training
Property Tax Management
Tax Return Filing
Teamwork and Collaboration
Problem-Solving
Account discrepancies
Recordkeeping and documentation
Timeline
Senior Tax Analyst
Compass Royalty Management LLC
12.2010 - 06.2024
Tax Analyst
7-Eleven
10.2003 - 10.2010
High School Diploma -
O. D. Wyatt Highschool
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