Elexis Wilson
Summary
Highly skilled Sr Tax Associate with demonstrated knowledge of payroll processing, tax submissions and foreign form preparation. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Distinct Tax
Tax Accountants
05.2023 - Current
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Handled day-to-day accounting processes to drive financial accuracy.
- Improved financial decision-making by creating comprehensive financial models and forecasts.
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Communicated with taxpayers in writing and by telephone.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Created financial plan for clients to serve as framework for organizing components of financial situations.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Maintained integrity of general ledger and chart of accounts.
- Identified potential audit red flags to minimize risk of IRS audits.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Responded to inquiries from IRS and other tax authorities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Sr Tax Associate
Premier Group
01.2022 - 05.2023
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Completed and filed returns with tax departments at local, state and federal levels.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Assisted in annual audit preparations, ensuring a smooth process with no major discrepancies found.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Tax Associate(Seasonal)
Tax Act
01.2020 - 05.2022
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Researched and analyzed tax developments and applications to specific business situations.
- Assisted in managing audits of federal and state income tax and state and local filings.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Enhanced payroll tax compliance by implementing updated policies and procedures.
- Managed payroll processing for all employees, ensuring timely and accurate payment distribution.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Teacher
Jackson Public School District
01.2018 - 05.2020
- Worked cooperatively with other teachers, administrators and parents to help students reach learning objectives.
- Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Incorporated multiple types of teaching strategies into classroom.
- Planned and implemented integrated lessons to meet national standards.
- Graded and evaluated student assignments, papers and course work.
Education
MBA - Accounting
Mississippi College
Clinton, MS05.2023
BBA - Sports Management
Alcorn State University
Lorman, MS05.2018
Skills
- New Business Development
- Administrative Support
- Understanding of Applicable Laws
- Tax Accounting
- Customer Satisfaction
- Partnership Tax Returns
- Time Management
- Tax-Related Research
Timeline
Distinct Tax
Tax Accountants
05.2023 - Current
Sr Tax Associate
Premier Group
01.2022 - 05.2023
Tax Associate(Seasonal)
Tax Act
01.2020 - 05.2022
Teacher
Jackson Public School District
01.2018 - 05.2020
MBA - Accounting
Mississippi College
BBA - Sports Management
Alcorn State University
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