Lori Larsen

• Research multiple computer-based systems and resources to provide tax related assistance to Americans over the phone.
• Main emphasis as a Contact Representative consists of supporting business owners in tax needs etc.

• Conducted independent examinations of complex tax returns for small businesses and other entities.
• Conducted audits to determine if other returns and/or documents were needed to complete the exam.
• Identified issues to be pursued based on items which produced a significant tax or compliance effect, using appropriate law.

SR. TRADE SUPPORT SPECIALIST

● Experience with progressively responsible and diversified professional accounting or auditing work that required the application of professional accounting principles, theory, and practices to analyze and interpret accounting books, records, or systems specifically to determine their effect on Federal tax liabilities and their adequacy for recording transactions affecting tax liabilities.

● Knowledge of and skill in applying professional accounting principles, concepts and methodology in the examination of accounting books, records and systems.

● Experience interacting effectively with a broad range of individuals and negotiating with specialists in accounting, legal, tax, and other similar business related professions.

● Experience preparing written reports and analyses and articulating and communicating results and analyses orally and in writing.

CLIENT SERVICES HELP DESK

● Skill in interpreting and applying tax law for individuals and businesses and/or exempt organizations.

●Worked with clients with international investments and transactions.

●Worked with clients at year end to discuss required filings, tax forms, tax consequences of their investments, etc.

● Experience in interpreting and applying professional accounting and auditing techniques and practices to examine various tax returns of individuals and/or business organizations.

PRIVATE ACCESS RELATIONSHIP MANAGER

● Knowledge of business and trade practices to analyze business operations and financial conditions.

○ Actively managed risk by reviewing client/associate interactions and making corrections to transactions when necessary.

○ Analyzed data to provide financial conditions of various markets at any given point.

● Examining accounting systems and records including computerized accounting and financial information systems which reflect a variety of complex financial operations.

● Experience with the interpretation and application of Federal tax law for individuals, business and/or exempt organizations, partnerships, and corporations.

PREMIUM SERVICES REPRESENTATIVE

● Skill in interacting effectively in a wide range of situations with a broad range of individuals.

○ Worked with a broad range of clientele, both domestic and international.

● Assigned to work with specific clients, focusing on high net worth clients.

● Experience with business and trade practices to develop tax issues based on analysis and evaluation of overall business operations and financial condition