Lannie Jorgensen
Cottonwood Heights,UT
Summary
Motivated professional with a strong work ethic and adaptability. Expertise in tax compliance and strategy planning, complemented by exceptional interpersonal skills. Proven ability to analyze complex problems and communicate solutions effectively.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Tax Manager
The LSC Group
Woodland Hills, CA
07.2024 - Current
- Reviewed financial statements to identify discrepancies and ensure accuracy.
- Prepared and reviewed corporate, trust, partnership, and individual income tax returns for diverse industries.
- Assisted clients in understanding tax implications of financial decisions.
- Trained staff on filing procedures and preparation of regulatory documents.
- Managed client relationships to maintain effective communication across teams.
- Developed internal procedures to improve efficiency in tax filing workflows.
- Conducted research on state and federal tax issues to provide informed guidance.
Tax Supervisor
Mann Gelon Smith Sroka Lee LLP
Los Angeles, CA
01.2023 - 06.2024
- Prepared, reviewed, and filed federal and state income tax returns for both individuals and businesses, ensuring accuracy and compliance with current tax laws for clients in the financial, real estate, and entertainment industries.
- Coordinated client communications with tax authorities to resolve inquiries.
- Implemented efficient workflows to streamline tax preparation processes.
- Performed calculations for withholding taxes on various payments.
- Analyzed financial data to identify potential tax savings for clients.
- Conducted regular one-on-one meetings with staff to discuss challenges, successes, and goals.
Senior Tax Associate
Mann Gelon Smith Sroka Lee LLP
Los Angeles, CA
01.2021 - 12.2022
- Prepared and filed corporate, partnership, trust, and individual tax returns for diverse clients, including real estate, manufacturing, and ultra high net worth.
- Maintained up-to-date knowledge of changes in tax legislation and policies.
- Collaborated with tax team on planning, client interaction, and special tax projects.
- Generated estimates for estimated payments due based upon projected income levels over different periods of time.
- Developed financial reports using bank statements and created personal balance sheets and net worth statements.
Senior Tax Associate
CBIZ
Salt Lake City, Utah
01.2019 - 12.2020
- Prepared federal, and state tax returns for individuals, businesses, trusts, estates, non-profit organizations, and partnerships, specializing in family groups and high-net-worth individuals.
- Assisted in training junior associates on tax preparation procedures and best practices.
- Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
- Participated in interviews and recruitment events for prospective hires.
Tax Associate
CBIZ
Salt Lake City, Utah
06.2016 - 01.2019
- Prepared tax returns for individuals and businesses, ensuring compliance with regulations.
- Generated quarterly reports for local, state, and federal agencies, including W-2s and 1099s.
- Reconciled bank statements and financial documents to guarantee precise tax reporting.
- Leveraged tax software to streamline return processing and identify deductions and credits for clients.
Education
Master of Science - Accounting
Utah State University
Logan, UT05-2016
Bachelor of Science - Accounting
Utah State University
Logan, UT12-2014
Skills
- Tax preparation and return review
- Client relationship management
- Time management
- Analytical thinking
- Team collaboration
- Project management
- Effective communication
- Tax software utilization
Certification
- Certified Public Accountant (CPA)
Timeline
Tax Manager
The LSC Group
07.2024 - Current
Tax Supervisor
Mann Gelon Smith Sroka Lee LLP
01.2023 - 06.2024
Senior Tax Associate
Mann Gelon Smith Sroka Lee LLP
01.2021 - 12.2022
Senior Tax Associate
CBIZ
01.2019 - 12.2020
Tax Associate
CBIZ
06.2016 - 01.2019
Master of Science - Accounting
Utah State University
Bachelor of Science - Accounting
Utah State University