James Harnsberger
Spring Valley,CA
Summary
Quality-driven Senior Case Manager focused on facilitating communication between providers and improving overall service to clients. Detail-oriented and systematic professional with a proactive approach.
Talented Tax Analyst adept at handling high caseloads without sacrificing quality of case outcome. Operates in high-pressure environments while recommending best resources and courses of action to benefit client needs and firm objectives.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Sr. Analyst-Case Manager
SMIB Management Inc
04.2008 - Current
- Informally mentored new case Enrolled Agents and service coordinators, answering questions, offering opportunities to shadow and observe and explaining basic information about company procedures.
- Made appropriate case resolution decisions, monitored client case status in appropriate time frames, sought support guidance as required, documented services provided and completed company billing procedures.
- Served as one of the partners/stock owners of the company and have decided to sell my shares of company stock
Enrolled Agent
Self Employed
09.1982 - 04.2002
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and personal tax returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options and planning strategies.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Liaised with accountants to confirm accuracy of client tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Maintained compliance by adhering to current tax laws and regulations.
- Facilitated integration of modern tax software with client accounting software.
Skills
- Staff Training
- Needs Assessment
- Quality Assurance Controls
- Progress Evaluation
- Case Notes
- Staff Management
- Resource Coordination
- Case Conferences
Affiliations
NAEA
CSEA
NTPI
Certification
- Licensed ENROLLED AGENT Currently Active
- Credential PARALEGAL/Legal Assistant
- Credential Certified Valuation Analyst
- Certification FELLOWSHIP, NTPI
Timeline
Sr. Analyst-Case Manager
SMIB Management Inc
04.2008 - Current
Enrolled Agent
Self Employed
09.1982 - 04.2002
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