Results-driven Tax Manager with expertise in tax advisory services, compliance, and law interpretation. Proven ability to lead teams in developing strategies that optimize financial performance and minimize liabilities.
Proven Tax Manager with expertise in tax compliance, strategy development, and process improvement. Enhanced accuracy in tax returns and minimized client liabilities through effective planning and team leadership.
Work History
Tax Manager/Senior Tax Preparer
5 Years 2 Months
Lawhorn CPA Group LLC | 08.2021 - 10.2026
Managed preparation and review of complex tax returns, enhancing accuracy and minimizing risks.
Led a team of accountants in tax planning initiatives, foster collaboration and knowledge sharing.
Led a team of accountants in tax planning initiatives, foster collaboration and knowledge sharing.
Tax planning strategies to minimize client liabilities and ensure compliance with regulations.
Streamlined tax preparation processes, improving efficiency and reducing turnaround times.
Tax Preparer
1 Year 9 Months
Jackson & Smith CPA Group, PC | 01.2021 - 10.2022
Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
Assisted clients with tax planning strategies to minimize liabilities and optimize refunds.
Reviewed financial documents for accuracy, identifying discrepancies and recommending corrections.
Mentored junior staff in tax preparation processes, enhancing team performance and efficiency.
Small Business Accountant
1 Year 10 Months
Butler & Stowe, CPAs | 06.2018 - 04.2020
Analyzed financial statements, identifying trends and presenting findings to senior management for strategic planning.
Developed and implemented streamlined accounting procedures to enhance efficiency and reduce errors.
Led monthly financial close processes, ensuring accuracy and compliance with GAAP standards.
Mentored junior accountants, providing training on best practices and software applications.
Bookkeeping Supervisor
10 Years 2 Months
Butler & Stowe CPAs | 02.1991 - 04.2001
Supervised daily bookkeeping operations while maintaining compliance with accounting standards.
Streamlined financial reporting processes enhancing accuracy and efficiency.
Led training sessions for junior staff on accounting software and best practices.
Implemented new procedures to optimize reconciliation processes, reducing discrepancies.
Education
Associate of Science - Business Computer Programming
Gaston College | Gastonia, NC | 05-1989
Skills
Tax advisory
Tax preparer
Tax process improvement
Tax research
Tax software mastery
Tax strategy development
Tax interpretation
Tax compliance
Timeline
Tax Manager/Senior Tax Preparer
Lawhorn CPA Group LLC
08.2021 - 10.2026Read More
Tax Preparer
Jackson & Smith CPA Group, PC
01.2021 - 10.2022Read More
Small Business Accountant
Butler & Stowe, CPAs
06.2018 - 04.2020Read More
Bookkeeping Supervisor
Butler & Stowe CPAs
02.1991 - 04.2001Read More
Gaston College
Associate of Science from Business Computer Programming