Deadline-oriented Tax Professional and Tax Software Developer with strong attention to detail. Adept at quickly assessing and communicating needs, developing strategic plans, and implementing tasks. Team player with strong organizational skills and the ability to handle multiple projects simultaneously.
Overview
34
34
years of professional experience
Work History
Tax Professional - CPA
Frisco Tax And Accounting
02.2004 - Current
Prepared and reviewed personal, business, and corporate tax returns for federal and state tax filings.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Analyzed complex tax issues and communicated the results with taxpayers by explaining the issues in easily-understood terms.
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Communicated with taxpayers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Attended continuing education courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
Tax Analyst
Intuit
05.1990 - 01.2019
Researched tax issues and stayed current on all federal and state tax laws.
Obtain knowledge of updated tax laws and compliance criteria.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Analyzed tax issues and made tax software recommendations.
Interpreted and applied federal and state tax codes for personal, business and corporate tax software updates.
Increased departmental effectiveness through adoption of quality improvement standards.
Demonstrated strategic and creative thinking, strong quantitative and analytical abilities, and problem-solving skills with attention to detail.
Education
MBA - Taxation
University of North Texas
Denton, TX
12.1989
BBA - Accounting
University of North Texas
Denton, TX
12.1989
Skills
Strong communication skills – ability to interact through video and audio tools in a professional, friendly, and confident manner
Excellent verbal and written communication skills
Critical thinking, problem solving, research skills, and determination
Ability to work in a fast-paced environment with minimal supervision
Experience in a software development agile work environment
Ability to manage multiple projects simultaneously and meet deadlines