Kristin Tiede
San Antonio,United States
Summary
An inquisitive self-starter dedicated to achieving results. Experience of over 6 years in sales management and over 14 years in tax preparation with strengths in analyzing and interpreting tax documents. Extremely dependable, creative, thorough, direct, and display an ability to easily gain the trust of other parties in any environment. I am able to self-motivate, prioritize, and effectively work to complete many tasks in a timely manner. References available upon request. I can provide recommendations from fellow coworkers, as well as clients, if needed.
Overview
15
15
years of professional experience
Work History
Tax Senior
ABIP CPA
02.2024 - 06.2024
- Streamlined tax filing processes by implementing efficient software solutions, resulting in reduced preparation time for clients.
- Advised clients on complex tax situations, facilitating informed decision-making and minimizing potential liabilities.
- Developed comprehensive tax strategies for high-net-worth individuals, optimizing their financial performance and wealth preservation.
- Collaborated with cross-functional teams to address and resolve multi-state taxation issues, fostering a unified approach to compliance.
- Managed a diverse portfolio of client accounts with meticulous attention to detail, consistently meeting or exceeding deadlines.
- Increased client satisfaction by proactively identifying opportunities for additional deductions or credits through careful analysis of financial data.
- Established strong relationships with clients by providing exceptional customer service and tailored advice based on individual needs.
- Analyzed financial statements to identify discrepancies in reported income or expenses, safeguarding against potential audit risks.
Senior Tax Preparer
Wonder CPA Firm
07.2023 - 01.2024
- Delivered accurate tax returns by meticulously assessing deductions, credits, and exemptions.
- Remained up to date with current tax laws
- Calculated estimated tax payments and reasonable comp for clients.
- Analyzed financial documents to accurately prepare tax returns.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Facilitated integration of modern tax software with client accounting software.
Tax Preparer
Vicki Moore, CPA
04.2009 - Current
- Independently completed the preparation of numerous tax returns during tax season using ProSeries software, as well as QuickBooks, in a very effective and efficient manner
- Organize and thoroughly enter each client's documents into filing systems to allow for quick referencing in the future
- Experience working with 1040, 1099, 1065 and 1120S returns.
Senior Tax Account Reviewer
Sproutax
01.2023 - 04.2023
- Tasked with reviewing completed tax returns to make any necessary corrections or adjustments in order to finalize and file the return
- Corresponded with clients via phone call to address any concerns, questions or additional information needed before finalizing and filing their return.
Senior Tax Preparer
First Fidelity Tax and Insurance
01.2022 - 04.2022
- Lead tax preparer in a client facing setting
- Oversaw the work of other tax preparers for accuracy, corrections and due diligence, as well as seeing clients and completing returns of my own of a more complex nature
- Corresponded with clients via phone and zoom to build relationships, gain trust and ensure that all their needs were being met or exceeded to build a base of repeat clientele.
Skills
- Teamwork
- Leadership
- Adaptability
- Ability to Multitask
- Communication Skills
- Effective Time Management
- Microsoft Office/Excel
- Customer Service
- Proficient in ProSeries, Drake, Turbo Tax & CCH Tax Programs
- QuickBooks
Personal Information
Title: Senior Tax Specialist
Hobbies and Interests
- Dog Training
- Search and Rescue
- Fashion-Modeling
- Gym-Fitness Training
Timeline
Tax Senior
ABIP CPA
02.2024 - 06.2024
Senior Tax Preparer
Wonder CPA Firm
07.2023 - 01.2024
Senior Tax Account Reviewer
Sproutax
01.2023 - 04.2023
Senior Tax Preparer
First Fidelity Tax and Insurance
01.2022 - 04.2022
Tax Preparer
Vicki Moore, CPA
04.2009 - Current
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