James Harrison
Fishers
Summary
Dynamic tax professional with extensive experience at Delta Wealth Advisors, specializing in tax compliance and planning. Proven track record in managing client relationships and developing strategies that minimize tax liabilities. Skilled in financial reporting and mentoring teams, fostering collaboration to enhance operational efficiency and achieve business objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Lead Advisor
Delta Wealth Advisors
Indianapolis
11.2023 - Current
- Sign tax returns and lead all aspects of client engagements for corporate tax compliance, including federal, state, and local filings, ensuring timely and accurate reporting in accordance with regulatory requirements.
- Develop and implement tax planning strategies to minimize tax liability and support the overall business objectives of clients.
- Conduct detailed tax research and risk assessments on new business initiatives, M&A activity, and evolving tax legislation.
- Assist clients with monthly and year-end closing of their books in compliance with GAAP.
- Collaborate with team members to enhance client service and operational efficiency.
- Manage client relationships, fostering trust and long-term engagement with the firm.
- Conduct regular performance reviews with staff, providing feedback and guidance on job performance.
- Collaborate with other departments on cross-functional projects as needed.
- Create policies and procedures to ensure consistent compliance with company standards.
- Set specific goals for projects to measure progress and evaluate end results.
Senior Tax Associate
CG CPAs
Indianapolis
10.2022 - 09.2023
- Prepared individual and corporate tax returns for diverse clientele.
- Conducted tax research to ensure compliance with current regulations.
- Assisted clients in understanding tax liabilities and obligations.
- Reviewed financial documents for accuracy and completeness.
- Worked with clients on the year-end closing of their books in accordance with GAAP.
- Identified potential tax issues and provided swift, effective solutions.
- Provided technical support in the preparation of quarterly estimated taxes and extensions.
- Collaborated with team members to streamline tax preparation processes.
Founder and Director
Compelled Global Ministries
Gulu
02.2020 - 07.2022
- Created a legal non-profit entity in the U.S. and Uganda to connect people in both countries in a way that developed a genuine relationship and empowered impoverished families in Uganda.
- Developed outreach programs to engage with families who needed friendship, financial assistance for tuition for children, and capital for small businesses.
- Fundraised and maintained an annual budget of over $40,000.
- Trained and managed a team of six people in Uganda.
- Built relationships with leaders and pastors in the community.
Volunteer Leader
Young Life Academy
Fishers
08.2012 - 02.2020
- I mentored and developed friendships with middle school and high school students.
- Helped coordinate and lead large summer camp trips.
- Trained high school students to mentor middle school students.
- Worked to help resolve conflicts between students and family members.
Ministry and International Operations
Village2Village Project
Fishers
01.2017 - 02.2018
- Mentored students from 7 to 25.
- Assisted with accounting and tax matters for the organization.
- Coordinated communication between staff members in the U.S. and the staff in Uganda.
- Conducted home and school visits to check on the well-being of the students and their families.
Missionary Intern
Sharing the Vision
Santiago
07.2016 - 09.2016
- Hosted and served groups of people who wanted to come and serve on mission trips.
- Went on regular outreach into the communities and the prison.
- Served as a staff member in the local church.
Senior Tax Associate
Crowe Horwath
Indianapolis
01.2012 - 06.2016
- Prepared individual and corporate tax returns for diverse clientele.
- Conducted tax research to ensure compliance with current regulations.
- Assisted clients in understanding tax liabilities and obligations.
- Collaborated with team members to streamline tax preparation processes.
Education
Master of Science - Accounting
Indiana University
Indianapolis05-2012
Bachelor of Science - Public Financial Management
Indiana University, Bloomington
Bloomington, IN12-2009
Skills
- Tax compliance
- Tax planning
- Tax research
- GAAP compliance
- Client relationship management
- Cross-functional collaboration
- Financial reporting
- Budget management
- Microsoft Excel
- Problem solving
- Training and mentoring
- Project management
- Relationship building
- Interpersonal skills
- Mentoring and coaching
Affiliations
- Wood Working
- Gardening
- Golf
- Cycling
Certification
- CPA
Timeline
Lead Advisor
Delta Wealth Advisors
11.2023 - Current
Senior Tax Associate
CG CPAs
10.2022 - 09.2023
Founder and Director
Compelled Global Ministries
02.2020 - 07.2022
Ministry and International Operations
Village2Village Project
01.2017 - 02.2018
Missionary Intern
Sharing the Vision
07.2016 - 09.2016
Volunteer Leader
Young Life Academy
08.2012 - 02.2020
Senior Tax Associate
Crowe Horwath
01.2012 - 06.2016
Master of Science - Accounting
Indiana University
Bachelor of Science - Public Financial Management
Indiana University, Bloomington
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