Louis Gregoire
Louisville,KY
Summary
Dynamic and adaptable tax analyst with a strong foundation in wealth management, customer service, and database management. Proven ability to solve complex problems independently while maintaining a focus on precision and data accuracy. Versatile skill set facilitates effective collaboration across teams and delivers insightful analysis that drives informed decision-making. Committed to leveraging expertise to enhance operational efficiency and support organizational goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Revenue Associate
Louisville Metro Revenue Commission
Louisville, KY
01.2025 - Current
- Providing comprehensive phone support to enhance understanding of compliance and local tax regulations for taxpayers and tax professionals.
- Collaborated with tax professionals to reconcile tax records, maintaining government transparency.
- Promoting the online tax portal.
- Updating local tax database MINTS with current taxpayer information.
- Preparing occupational license tax returns in-person.
Tax Accountant
Medina CPAs
Louisville, KY
01.2024 - 01.2025
- Provided professional tax preparation services for individuals and businesses using UltraTax CS to create estimates and maximize refunds and deductions.
- Found solutions or explanations for any inconsistencies or oddities in tax preparation or client correspondence.
Financial Professional
Bankers Life
Louisville, KY
01.2024 - 2024
- Consulted with clients and ensuring their Medicare, life insurance, long-term care, and financial planning aligned with their retirement goals.
- Prospected new clients by knocking on doors, over the phone, and through warm market.
Tax Planner
DMLO CPAs
Louisville, KY
01.2021 - 01.2023
- Prepared 1040 tax returns using CCH ProSystem FX to create estimates and maximize refunds and deductions.
- Corresponded with clients and the Kentucky Department of Revenue to ensure compliance and accuracy.
Education
Bachelor of Science - Business Administration
University of Louisville
12-2023
Skills
- Financial Analysis
- Local Tax Regulation
- Customer Service
- Compliance under FINRA and Tax Laws
- Retirement Planning
- Database Management
- Excel Proficiency
Certification
- Securities Industry Essentials
- Life and Health Insurance (KY)
- Microsoft Essentials
- CompTIA Network Plus (expired)
Timeline
Revenue Associate
Louisville Metro Revenue Commission
01.2025 - Current
Tax Accountant
Medina CPAs
01.2024 - 01.2025
Financial Professional
Bankers Life
01.2024 - 2024
Tax Planner
DMLO CPAs
01.2021 - 01.2023
Bachelor of Science - Business Administration
University of Louisville