Hi, I’m
KALIFA MOORE
San Antonio,Tx
Summary
Fostering Financial Confidence and Mitigating Risk through Expert Tax Strategies and Risk Management Excellence. As a Tax Expert, I have prepared a wide range of tax returns. I consistently delivered a minimum of 50 Tax returns weekly, significantly expediting the firm filing process. In the role of a Business Risk and Controls Advisor, I`ve developed in-depth reports that improved visibility of risks and successfully managed and executed 30 risk management projects, identifying deficiencies, and implementing corrective actions.
Overview
10
years of professional experience
Work History
Ridout Barrett & Associates
Tax Associate (Intern)
01.2023 - 04.2023
Job overview
- Prepared 1120s, 1065, K-1, 1040s for clients in the construction industry according to government regulations and requirements.
- Reviewed clients work papers thoroughly to determine eligibility for additional tax credits or deductions.
- Analyzed financial statements and performed Journal entries to ensure Book and Tax income were accurate to adhere to GAAP guidelines.
- Validated Balance Sheet and Income statements utilizing the Fixed Asset software.
Intuit
Experienced Tax Expert
12.2020 - 03.2022
Job overview
- Assisted businesses with provisions, international tax issues, multi-state issues and mergers and acquisitions to comply with tax regulations and reduce audits.
- Utilized Turbo tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Facilitated integration of modern tax software with Quickbooks.
- Interviewed over 60 clients per week to obtain additional information on taxable income and deductible expenses and allowances for tax return processing.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
USAA
Business Risk And Controls Advisor(Senior)
01.2013 - 09.2021
Job overview
- Enhanced over 160 processes through rigorous control testing of related frameworks
- Conducted Risk Assessment projects from Initiation to completion by reviewing over 120 processes and procedures in the Internal Fraud Department.
- Reported control test findings on risk exposures to senior executives and board of directors.
- Created dashboards to monitor and track key performance indicators.
- Conducted tests and diagnostic procedures using tools such as analyzers, multimeters, and power supplies.
Liberty Tax
Professional Tax Preparer
01.2018 - 12.2020
Job overview
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Managed over 50 customer calls per day.' or, "Increased sales by 10%".
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Identified potential audit red flags to minimize risk of IRS audits.
- Researched complex tax issues utilizing online resources and professional tax software.
Education
Texas A&M University
Bachelor of Business Administration from Accounting
Texas A&M University - San Antonio, Tx, USSan Antonio, TX
MBA from Accounting
05.2024
University Overview
- Honoree of National Honors Association
- 4.0 GPA
- TXCPA Vice President- Campus chapter
Skills
- Strong Problem-solving Skills
- Proficient in Turbo Tax, Quickbooks, UltraTax, Fixed Asset & Excel
- Tax law expertise
- Research & Analysis
- Risk and Compliance
- Completed 150 credit hour for the Uniform CPA Exam requirement
- Obtained Enrolled Agent (EA) certification with expertise in federal tax matters and the ability to represent clients before the IRS
Affiliations
TXCPA University Chapter- Vice President
TXCPA Student Auxiliary- Student Ambassador
National Honor Society
Timeline
Tax Associate (Intern)
Ridout Barrett & Associates
01.2023 - 04.2023
Experienced Tax Expert
Intuit
12.2020 - 03.2022
Professional Tax Preparer
Liberty Tax
01.2018 - 12.2020
Business Risk And Controls Advisor(Senior)
USAA
01.2013 - 09.2021
Texas A&M University
Bachelor of Business Administration from Accounting
Texas A&M University - San Antonio, Tx, US
MBA from Accounting
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