Meredith Dicknson
Shawnee,KS
Summary
Dynamic Senior Tax Advisor with extensive experience at The Retirement Planning Group, specializing in tax compliance and strategic planning. Proven expertise in tax law interpretation and process improvement, coupled with strong analytical skills. Adept at leading teams and training staff, ensuring accuracy in complex tax returns and enhancing operational efficiency.
Tax professional with comprehensive experience in developing and implementing tax strategies that align with organizational goals. Known for strong focus on team collaboration and adaptability to changing regulatory environments. Expertise in tax compliance and strategic tax planning, coupled with commitment to achieving optimal results.
Overview
16
16
years of professional experience
Work History
Senior Tax Advisor, Tax Manager, Technical Practic
The Retirement Planning Group
12.2020 - Current
- Analyzed complex tax issues to develop strategic solutions for clients.
- Advised clients on tax compliance and regulatory changes impacting their operations.
- Reviewed and prepared federal, state, and local tax returns for accuracy and compliance.
- Led training sessions for junior staff on tax regulations and best practices.
Tax Senior
Ifft & Co, Inc.
01.2010 - 12.2020
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Education
Master of Arts - Accounting
University of Kansas
Lawrence, KS12-1998
Bachelor of Science -
Rockhurst University
Kansas City, Missouri, MO05-1997
Skills
- Tax process improvement
- Tax research and tax law interpretation
- Tax planning
- Tax compliance expertise
- Tax software proficiency CCH Axcess, CCH ProSystem, SurePrep, Tax Caddy
- Financial statement review
- Tax return preparation, including individuals, S Corporations, Trust, Partnerships, 990,
- QuickBooks proficiency
- Communication with tax authorities
Timeline
Senior Tax Advisor, Tax Manager, Technical Practic
The Retirement Planning Group
12.2020 - Current
Tax Senior
Ifft & Co, Inc.
01.2010 - 12.2020
Master of Arts - Accounting
University of Kansas
Bachelor of Science -
Rockhurst University