Jessica Gilbert
Rhome,TX
Summary
Dedicated Senior Tax Associate with expertise in tax planning strategies and client relationship building. Proven ability to analyze complex tax issues and deliver actionable insights for organizational growth.
Overview
15
15
years of professional experience
Work History
Senior Tax Associate
CFO4Life
Coppell, TX
01.2026 - 05.2026
- Developed tax strategies to optimize client financial outcomes, aligning with regulatory changes and best practices.
- Analyzed complex tax issues, providing strategic recommendations to mitigate risks and maximize savings.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Analyzed and prepared federal and state tax returns ensuring compliance with current regulations.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
Tax Accountant
BEPCO, LP
Fort Worth, TX
06.2011 - 10.2025
- Ensured compliance with federal, state, and local tax regulations.
- Prepared and reviewed complex tax returns for corporate clients, ensuring compliance with federal and state regulations.
- Conducted thorough tax research to provide strategic insights on tax-saving opportunities for diverse client portfolios.
- Developed comprehensive documentation for internal controls over financial reporting related to taxation processes.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Represented clients before federal, state and local taxing authorities.
- Continuously updated knowledge of federal, state, and local tax codes to provide accurate guidance to clients.
- Monitored legislative changes affecting taxation policies to proactively advise clients on potential impacts.
Education
Bachelor of Science -
University of Phoenix
Tempe, AZ06-2016
Skills
- Strong communication skills
- Organizational growth
- Team leadership qualities
- Continuous learning mindset
- Tax planning strategies
- Organization skills
- Tax-related research
- Local, state, and federal tax returns
- Relationship building
- Client communication
Timeline
Senior Tax Associate
CFO4Life
01.2026 - 05.2026
Tax Accountant
BEPCO, LP
06.2011 - 10.2025
Bachelor of Science -
University of Phoenix