Gregori Browner
Shoreview,MN
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
Work History
Chief Operating Officer/ Founder
Youth Making A Change (YMAC)
Shoreview, MN
06.2010 - Current
- Developed and implemented strategies to increase operational efficiency.
- Analyzed financial data and identified areas of improvement for cost savings.
- Monitored performance metrics to ensure quality standards are met.
- Created annual budgets and monitored expenses against budget goals.
- Reviewed policies and procedures to ensure compliance with applicable regulations.
- Developed, implemented and evaluated fundraising campaigns for the non-profit organization.
- Supervised volunteers and interns in the organization's programs and services.
Professional Tax Preparer
Intuit
Minneapolis, MN
01.2022 - 01.2024
- Greeted clients and collected necessary documents to prepare tax returns.
- Organized, reviewed, and analyzed client financial records for accuracy.
- Calculated taxable income or losses based on income statements, expense reports, and other financial documents.
- Prepared federal, state, and local tax returns with attention to detail and accuracy.
- Submitted completed tax forms electronically using professional software programs.
- Advised clients of the best strategies to reduce their tax liability while adhering to regulations.
- Identified potential deductions or credits that could significantly lower taxes owed by clients.
- Assisted clients with special projects related to filing multiple year's taxes at one time.
Financial Services Representative
ING Financial Services
Minneapolis, MN
09.2003 - 08.2009
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Monitored balance sheets and income statements to evaluate financial performance.
- Maintained accurate records of customer interactions, transactions and comments in the database system.
- Collaborated with other departments to ensure customer satisfaction.
- Liaised between the company and its partners in order to provide better service.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Owner/Operator Tax Professional
Angelic Income Tax Services
Brown Deer, WI
12.1995 - 08.2002
- Developed business plan and budget to maximize profitability.
- Analyzed market trends and customer feedback to identify opportunities for growth.
- Managed daily operations of the business, including staff, sales, inventory, and accounting.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Maintained accurate records of all client transactions and filings.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Assisted customers with any questions they had about their taxes or filing status.
- Filed electronically through approved software programs.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Used tax form instructions and tables to complete tax forms.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Liaised between clients and tax authorities such as IRS representatives.
Education
Master of Arts - Organizational Management
Concordia University, St. Paul
Saint Paul, MN05-2014
Master of Arts - Christian Leadership
Liberty University
Lynchburg, VA05-2009
Bachelor of Arts - Double Major/Business Healthcare/Criminology
Concordia University Wisconsin
Mequon, WI12-2002
Skills
- Financial Planning
- Fundraising Oversight
- Business Management
- Relationship Building
- Records Maintenance
- Call Centers
Timeline
Professional Tax Preparer
Intuit
01.2022 - 01.2024
Chief Operating Officer/ Founder
Youth Making A Change (YMAC)
06.2010 - Current
Financial Services Representative
ING Financial Services
09.2003 - 08.2009
Owner/Operator Tax Professional
Angelic Income Tax Services
12.1995 - 08.2002
Master of Arts - Organizational Management
Concordia University, St. Paul
Master of Arts - Christian Leadership
Liberty University
Bachelor of Arts - Double Major/Business Healthcare/Criminology
Concordia University Wisconsin
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