Heather Stewart
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Tax Manager
Tamey Clements CPA LLC
01.2022 - Current
- Enhanced tax compliance by leading the implementation of automated tax software systems.
- Advised clients on strategic tax planning, resulting in significant cost savings and minimized risks.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Optimized internal controls by implementing standardized procedures for managing workpapers, documentation, and recordkeeping.
- Created training materials and led educational sessions for colleagues on emerging tax topics or regulatory changes that may affect the organization''s operations.
- Promoted a culture of continuous improvement within the department through regular feedback sessions and process evaluations.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Assisted in managing communication from federal and state income tax and state and local filings.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Income Tax Preparer
Tamey Clements CPA LLC
04.2021 - Current
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
Kitchen Design Specialist
J & G Remodeling
09.2020 - 04.2021
- Enhanced kitchen functionality by designing custom layouts tailored to clients'' needs and preferences.
- Collaborated with contractors and vendors, ensuring seamless project execution from conception to completion.
- Streamlined design processes for increased efficiency, resulting in faster turnaround times for client projects.
- Provided exceptional customer service, addressing client concerns and making necessary adjustments to designs as needed.
- Utilized 3D modeling software, creating accurate and visually appealing renderings of proposed kitchen designs.
- Conducted in-depth consultations with clients, gathering information on their design preferences and budgetary constraints.
- Strengthened relationships with suppliers and manufacturers, negotiating favorable pricing agreements for materials and appliances.
- Delivered engaging presentations to clients, showcasing design ideas and solutions that catered to their specific requirements.
Piano Teacher
Self-Employed
01.2001 - 09.2020
- Enhanced student performance by incorporating innovative teaching methods and individualized lesson plans.
- Improved student understanding of piano theory through creative games and activities.
- Successfully prepared students for recitals, auditions, and competitions by implementing effective practice strategies.
Education
Associate of Arts -
Brevard Community College
Melbourne, FL05.1997
Skills
- Personnel Supervision
- Tax Incentive Identification
- Tax Workflow Optimization
- Tax Training Development
- Tax Team Leadership
- Tax Due Diligence
- Bookkeeping Software
- Superior attention to detail
- Accounts Payable
- Tax Regulatory Compliance
Certification
- Certified in the use of 2020 Design Software
Additional Information
I am a friendly, conscientious and positive person. My ethical standards include practicality, hard work, and incorporating a high level of accuracy.
Timeline
Tax Manager
Tamey Clements CPA LLC
01.2022 - Current
Income Tax Preparer
Tamey Clements CPA LLC
04.2021 - Current
Kitchen Design Specialist
J & G Remodeling
09.2020 - 04.2021
Piano Teacher
Self-Employed
01.2001 - 09.2020
Associate of Arts -
Brevard Community College
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