Dylan Warren
Roswell,GA
Summary
Detail-oriented Tax Preparer with 5 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Looking for a position with strong leadership and opportunities to grow in next role
Overview
6
6
years of professional experience
Work History
Tax Senior
Rushton, LLC
01.2023 - 06.2024
- Actively involved in client communications and updates to partners
- Established strong relationships with clients by providing exceptional customer service and tailored advice based on individual needs
- Developed tax plans and projections to help clients meet objectives
- Spearheaded efforts to improve internal processes through ongoing professional development workshops and training sessions for staff members
- Managed diverse portfolio of client accounts with meticulous attention to detail, consistently meeting or exceeding deadlines.
Staff Accountant
Life Teen, Inc
11.2021 - 02.2022
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored cash flow closely to ensure sufficient funds were available for operational needs.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Tax Associate
Frazier and Deeter
10.2019 - 04.2021
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring highest level of accuracy and confidentiality
- Prepared accurate tax returns for individuals, partnerships, corporations
- Participated in continuing education courses to maintain professional knowledge and certifications as Tax Associate.
Tax Intern & Associate
Dime Tax
01.2018 - 06.2019
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
- Streamlined tax processes by maintaining organized client files and documentation.
- Utilized tax-related software such as UltraTax to prepare and process returns and research tax matters.
- Organized client tax documents to facilitate quick preparation of tax returns.
Education
Master's in Accountancy -
University of North Georgia
Gainesville, Georgia08.2019
Bachelor of Business Administration - Accounting
University of North Georgia
Dahlonega, Georgia05.2018
Skills
- Tax Process Improvement
- Verbal/written communication
- Financial statement review
- QuickBooks proficiency
- Customer Service
- Tax Research Abilities
Timeline
Tax Senior
Rushton, LLC
01.2023 - 06.2024
Staff Accountant
Life Teen, Inc
11.2021 - 02.2022
Tax Associate
Frazier and Deeter
10.2019 - 04.2021
Tax Intern & Associate
Dime Tax
01.2018 - 06.2019
Master's in Accountancy -
University of North Georgia
Bachelor of Business Administration - Accounting
University of North Georgia
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