Summary
Overview
Work History
Certification
Education
Skills
Strengths
Timeline
AccountManager

Michael Leaf

Tampa,Florida

Summary

Experienced Senior Tax Associate III with extensive experience in tax compliance and advisory services for high-net-worth individuals and small businesses. Proven track record of identifying tax-saving opportunities that enhance client satisfaction and drive significant financial improvements, underscoring a commitment to excellence. Expertise in navigating complex regulations, paired with a solid foundation in bookkeeping, ensures comprehensive financial support. Dedicated to fostering team efficiency and delivering exceptional service, consistently exceeding client expectations while adapting to evolving industry standards.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Tax Associate III

Andersen
07.2024 - Current
  • Managed comprehensive tax compliance and advisory services for high-net-worth individuals, small businesses, and trusts, ensuring accuracy.
  • Implemented new tax preparation workpapers to optimize the preparation process.
  • Collaborated with clients to answer questions and identified potential tax-saving opportunities, which resulted in clients increasing their average savings, significantly improving their financial outcomes.
  • Mentored and trained junior staff members, improving team efficiency through enhanced tax research and compliance skills.
  • Assisted in preparing, reviewing, and filing multiple return types, including fiduciary and individual returns, processing hundreds each year.



Senior Tax Accountant

Reilly, Fisher & Solomon
06.2017 - 06.2024
  • Oversaw a diverse portfolio of tax compliance and advisory services for high-net-worth individuals, small businesses, and trusts to ensure accuracy and regulatory compliance.
  • Streamlined the tax preparation process and help prepare, review or assist with 100s of returns on an annual basis.
  • Identified potential tax-saving opportunities for clients, which resulted in clients increasing their average savings, significantly improving their financial outcomes.
  • Trained clients on QuickBooks to help improve tax management and make tax management easier.
  • Provided training and mentorship to junior staff members, helping them improve their skills in tax research and compliance, ultimately contributing to an increase in team efficiency.
  • Prepared adjusting journal entries to provide clear financial insights.

Certification

  • Enrolled Agent, Internal Revenue Service - 07/2025

Education

Bachelor of Science - Accounting

University of South Carolina
Columbia, South Carolina

Masters - Accountancy

University of South Florida
Tampa, Florida

Skills

  • Tax Consulting Expertise
  • Experienced with Tax Software Applications
  • Tax Compliance Research
  • Skilled in Microsoft Office Tools
  • Bookkeeping
  • Collaborative Leadership
  • Commitment to ongoing learning
  • Tax Compliance Knowledge
  • Strong Organizational Abilities

Strengths

  • Leadership
  • Client Focus
  • Problem-Solving
  • Team Collaboration
  • Mentorship
  • Dedicated
  • Prepared
  • Tax Software
  • Basic IT functions

Timeline

Senior Tax Associate III

Andersen
07.2024 - Current

Senior Tax Accountant

Reilly, Fisher & Solomon
06.2017 - 06.2024

Masters - Accountancy

University of South Florida

Bachelor of Science - Accounting

University of South Carolina

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