Tax Supervisor
Haley Claire Mathis, CPA
CBIZ
Memphis,TN
1
Certification
4
years of professional experience
Detail-oriented Tax Supervisor with expertise in tax software and regulations. Proven strategist skilled in delivering tailored tax recommendations, managing high-stakes audit representations with taxing authorities, and cultivating long-term client partnerships. Dedicated team leader committed to mentoring junior staff, fostering technical skill development, and elevating overall firm performance with an emphasis on team excellence.
Work History
Tax Supervisor
2 Months- Supervised tax preparation processes, ensuring compliance with regulatory requirements and deadlines.
- Analyzed complex tax issues, providing strategic recommendations to clients for optimal outcomes.
- Served as an effective liaison between clients and taxing authorities during audits or disputes, skillfully resolving issues in a timely manner.
- Reviewed client financial documents for accuracy, identifying discrepancies and implementing corrective actions.
- Developed client relationships through effective communication and tailored service delivery for diverse needs.
- Mentored junior staff members in developing their technical skills to enhance overall team performance within the firm.
- Balanced multiple client engagements simultaneously while prioritizing tasks according to urgency.
Senior Tax Associate
2 Years 3 Months- Prepared and reviewed federal and state tax returns for individuals and corporations.
- Analyzed tax regulations to ensure compliance and optimize client tax strategies.
- Assisted in the development of tax planning strategies to minimize liabilities.
- Developed client relationships through effective communication and tailored service delivery for diverse needs.
- Mentored junior associates on tax procedures and best practices.
- Facilitated training sessions on tax software tools, improving team efficiency and technical proficiency.
- Conducted intern and new hire training on tax preparation and tax technology.
Tax Associate
1 Year 10 Months- Prepared accurate federal and state tax returns for individuals, partnerships, and corporations maximizing deductions and credits.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Reviewed financial documents for accuracy and completeness, ensuring readiness for tax preparation and compliance.
- Collaborated with team members to streamline data collection processes, enhancing accuracy and efficiency in tax documentation.
- Developed proficiency in tax software tools to enhance efficiency in return preparation.
- Supported senior associates by gathering necessary information for complex tax situations.
- Participated in training sessions to improve technical knowledge and professional skills related to taxation.
- Maintained detailed records of client interactions and transactions, upholding accuracy and confidentiality standards.
Education
Master of Science - Information Systems
BBA - Accounting
Skills
Income tax preparation
Tax Technology Champion For Office
Integrity and trustworthiness
Team leadership
Growth Mindset
Staff mentoring and development
Certification
Certified Public Accountant
Additional Information
- Fed Ex St. Jude Championship PGA Tournament Volunteer, Memphis TN, 2024-2026
- St. Jude Memphis Marathon Weekend Volunteer, Memphis TN, 2024-2025
- St. Jude Memphis Marathon Weekend Participant (Half Marathon), Memphis, TN, 2023-2024
- Youth Volunteer Second Presbyterian Church, Memphis TN, 2025-2026
- Library services volunteer Second Presbyterian Church, Memphis TN, 2024-2026
Timeline
Tax Supervisor
CBIZ
09.2026 - CurrentRead More
Senior Tax Associate
CBIZ
06.2024 - 09.2026Read More
Tax Associate
CBIZ
08.2022 - 06.2024Read More
Harding University
Master of Science from Information Systems
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Harding University
BBA from Accounting
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