Summary
Overview
Work History
Education
Skills
Timeline
Generic

Franklin Carico

Enrolled Agent
AURORA,CO

Summary

After being a seasonal tax preparer for 20 years (Enrolled Agent for 12,) I'm looking to make the leap to working full time in the industry. During the 20 years, I've completed a wide array of tax returns with a high client retention rate, and I've served as a mentor, and office manager.


I enjoy the tax preparation process, and I'm not afraid of the hard work necessary to deliver a timely, accurate returns for my clients. Whether working through an adoption credit for an unmarried couple, determining the adjusted basis for a 110 year old Montana patent mining claim, advising a California property owner about the Jarvis proposition, or working through an NOL for a failed restaurant, there's no shortage of interesting tax scenarios.


I think my background adequately prepares me for this position.

Overview

53
53
years of professional experience
2
2
years of post-secondary education

Work History

Tax Professional, Enrolled Agent

H&R Block
Denver, CO
11.2002 - Current
  • Delivered comprehensive tax documentation required for accurate returns.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Oversaw team of 8 tax professionals handling up to 1500 clients per year (seasonal).

Sales Representative

Frito Lay Inc
Denver, CO
07.1997 - Current
  • Minimized process lags through strategic sourcing and customer expectation management.
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
  • Trained and mentored new sales representatives.

Nuclear Power Plant Supervisor

US Navy
Bremerton, WA
09.1987 - 07.1995
  • Coached sailors on standards and efficiency.
  • Scheduled deliveries, duty rosters and equipment maintenance.
  • Coordinated schedules and reviewed work performance for Reactor Laboratories Division.
  • Supervised day-to-day functions of plant.
  • Monitored safety practices and made changes or recommendations.

Education

MBA -

Appalachian State University
Boone, NC
08.1995 - 05.1997

Skills

Tax code knowledge

undefined

Timeline

Tax Professional, Enrolled Agent

H&R Block
11.2002 - Current

Sales Representative

Frito Lay Inc
07.1997 - Current

MBA -

Appalachian State University
08.1995 - 05.1997

Nuclear Power Plant Supervisor

US Navy
09.1987 - 07.1995
Franklin CaricoEnrolled Agent