Elizabeth Wetzel
Jackson,MI
Summary
High-performing Tax Consultant proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
Overview
20
20
years of professional experience
Work History
Tax Consultant
Self-employeed
Jackson, MI
01.2023 - Current
- Prepared accurate tax returns for individual and small business clients, ensuring compliance with regulations.
- Conducted comprehensive tax research to identify deductions, credits, and strategies for client optimization.
- Assisted clients in understanding complex tax issues, providing clear guidance on potential impacts and solutions.
- Developed customized tax planning strategies that aligned with client financial goals and objectives.
- Offered clients recommendations to reduce tax liabilities.
- Calculated estimated tax payments for clients.
Tax Professional
Hawkins Accounting Inc
Jackson, MI
01.2014 - 01.2023
- Prepared individual and business tax returns ensuring compliance with federal and state regulations.
- Conducted thorough reviews of client financial records to identify tax-saving opportunities.
- Assisted clients in understanding complex tax laws and filing requirements, enhancing client satisfaction.
- Utilized tax preparation software to streamline return processing and improve accuracy in filings.
- Analyzed financial documents to identify deductions and credits, maximizing taxpayer benefits.
- Mentored junior staff on tax preparation processes, improving overall team efficiency and accuracy.
- Developed customized solutions for complex tax situations, driving client satisfaction and retention.
- Expanded business clientele through positive word-of-mouth referrals from satisfied customers.
- Successfully resolved client disputes with the IRS by providing detailed documentation, negotiating on their behalf, and ensuring a fair resolution.
Tax Office Manager
X-Tax PLC
Jackson, MI
01.2007 - 09.2013
- Led tax preparation and filing processes, ensuring compliance with regulations and deadlines.
- Streamlined office operations by implementing efficient workflow systems and best practices.
- Mentored staff on tax regulations, enhancing team performance and knowledge retention.
- Developed training programs for new employees, improving onboarding efficiency and employee competency.
- Oversaw client relations, addressing inquiries and resolving issues to enhance customer satisfaction.
- Managed tax preparation and filing for clients, ensuring accurate submissions and timely completions.
Legal Assistant
Joanne Vallerelli, Attorney at Law
Lansing, MI
12.2005 - 12.2006
- Drafted legal correspondence and documents, ensuring clarity and compliance with legal standards.
- Managed case files, maintaining organization and facilitating timely access to critical information.
- Conducted legal research, synthesizing findings to support case strategy and attorney recommendations.
- Assisted in trial preparation, coordinating logistics and assembling necessary materials for effective presentation.
- Communicated with clients, providing updates on case progress and addressing inquiries promptly.
Education
No Degree -
Baker College of Jackson
Jackson, MI Associate of Arts - Legal
Lansing Community College
Lansing, MI06-1992
Skills
- Excise tax management
- Corporate taxation proficiency
- Tax software proficiency
- Property tax administration
- Sales and use tax expertise
- Tax credits and incentives
- Tax law interpretation
- Tax compliance expertise
- Tax research
- Payroll tax management
- Small business tax returns
Timeline
Tax Consultant
Self-employeed
01.2023 - Current
Tax Professional
Hawkins Accounting Inc
01.2014 - 01.2023
Tax Office Manager
X-Tax PLC
01.2007 - 09.2013
Legal Assistant
Joanne Vallerelli, Attorney at Law
12.2005 - 12.2006
No Degree -
Baker College of Jackson
Associate of Arts - Legal
Lansing Community College