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Linda Andrews
Turlock,CA
Work Preference
Summary
Accomplished managing director with a proven track record in developing effective tax strategies and ensuring regulatory compliance. Expertise in mentoring tax professionals and resolving complex tax issues, leading to improved team performance and increased client trust.
Overview
22
22
years of professional experience
Work History
Managing Director, CPA Firm
Krutilla & Associates Inc
Walnut Creek
02.2007 - Current
- Led tax planning initiatives to optimize client tax positions effectively.
- Designed tax strategies to minimize liabilities and enhance efficiencies.
- Advised clients on transaction structuring to maximize after-tax profits, contributing to overall financial strategy.
- Identified and resolved complex tax issues.
- Directed tax compliance efforts for corporate clients spanning multiple jurisdictions.
- Reviewed complex tax returns for accuracy and compliance with regulations.
- Organized and managed the preparation of federal, state, and local tax returns for multiple entities.
- Supervised team of tax professionals, mentoring and guiding to enhance technical skills and client service.
- Supervised, trained, and mentored associates and interns on tax projects and assessed staff for performance reviews.
- Managed relationships with tax authorities, bankers, and auditors to facilitate effective communication and compliance.
- Established strong relationships with existing clients through regular communication.
Senior Tax Associate
KPMG
San Francisco, California
01.2004 - 10.2006
- Prepared complex tax returns for diverse client portfolios at KPMG.
- Researched and analyzed new tax laws and regulations to inform and guide clients effectively.
- Identified potential tax issues and provided swift, effective solutions.
- Advised clients on implications of tax laws, enabling informed financial decision-making.
- Cultivated strong client relationships, enhancing trust and satisfaction with tax services.
- Participated in meetings with clients to discuss their specific needs regarding taxation planning.
- Communicated regularly with clients regarding questions or concerns about their individual or business taxes.
- Drafted letters responding to inquiries from governmental agencies such as the IRS or state revenue departments.
- Monitored changes in federal, state and local taxation laws to ensure compliance with all applicable regulations.
- Conducted research on various tax matters to ensure compliance with relevant laws and regulations.
- Researched wide range of tax issues related to business transactions for a variety of entities and affiliates.
- Developed detailed documentation for tax filings and client communications.
- Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
- Supervised, trained, and mentored associates and interns on tax projects and assessed staff for performance reviews.
Education
Master of Accountancy - in Tax
Brigham Young University
Provo, UT12-2003
Skills
- Tax return preparation
- Tax compliance
- Tax strategy development
- Regulatory knowledge
- Attention to detail
- Client advisory
- Project management
- Problem solving
- Relationship management
- Team leadership
- Mentoring and coaching
- Effective communication
Affiliations
- Hiking
- Leading children in singing
Timeline
Managing Director, CPA Firm
Krutilla & Associates Inc
02.2007 - Current
Senior Tax Associate
KPMG
01.2004 - 10.2006
Master of Accountancy - in Tax
Brigham Young University