Summary

Overview

Work History

Education

Skills

Timeline

MICHELE REID

Streetsboro,OH

Summary

Accomplished tax professional with over 26 years of experience in individual and business tax preparation, planning, research, compliance, and payroll tax reporting. Proven ability to navigate complex federal and state tax matters, including IRS notices, retirement income reporting, self-employment taxation, and business tax compliance. Renowned for technical expertise and leadership skills, consistently delivering exceptional client service while mentoring team members in high-volume tax environments. A commitment to quality assurance and client advisory services ensures optimal outcomes for taxpayers and business owners.

Overview

years of professional experience

Work History

Full Service Tax Expert / Multi-Domain Expert

INTUIT

11.2014 - 04.2026

Provided expert tax guidance and compliance assistance, enhancing taxpayer understanding and satisfaction in a dynamic virtual environment.
Provided expert assistance in retirement income reporting, capital gains, and self-employment taxation to enhance taxpayer compliance.
Conducted thorough research on federal tax law and IRS publications to ensure compliance and effectively resolve intricate taxpayer challenges.
Managed client interactions regarding IRS notices and documentation requests, ensuring timely and accurate responses to tax account inquiries.
Provided detailed support to business taxpayers on Schedule C reporting, focusing on entity taxation and compliance issues.
Served as a subject matter expert assisting tax professionals with complex tax scenarios and technical guidance.
Collaborated on pilot programs focused on assessing operational improvement projects and fostering team support initiatives.
Assisted in reallocating resources to manage heightened demands in tax preparation and streamline business tax operations.
Trained tax professionals and new hires on compliance requirements, procedural systems, and strategies for effective issue resolution.
Conducted detailed assessments of tax returns, maintaining quality assurance and adherence to regulatory standards.
Supported business owners and tax firms in navigating quarterly payroll tax return processes, providing expert guidance on filing procedures and compliance requirements.
Collaborated with managers to resolve escalated customer and taxpayer inquiries, providing expert assistance for cases necessitating supervisory involvement.
Delivered training support and operational guidance to facilitate knowledge sharing, aimed at improving overall customer experience.

Tax Professional

AMERICHOICE TAX SERVICES

05.2000 - 12.2022

Prepared individual, self-employed, partnership, corporate, fiduciary, and small business tax returns.
Conducted client interviews and gathered financial information to ensure complete and accurate tax reporting.
Provided tax planning strategies related to deductions, credits, depreciation, business expenses, and tax-saving opportunities.
Assisted clients with IRS notices, tax correspondence, compliance matters, and documentation requests.
Educated clients on tax law changes, filing requirements, and record keeping practices.
Managed bookkeeping, billing, scheduling, client service, and day-to-day business operations.
Developed and maintained long-term client relationships through personalized tax preparation and advisory services.
Maintained confidential financial information and supporting documentation in accordance with regulatory requirements.

Assistant Manager / Health Coach

Jenny Craig

06.2017 - 05.2023

CSA II

Ohio Department of Job & Family Services

12.2020 - 02.2021

Customer Relations Specialist

Apple

03.2018 - 07.2019

Customer Service II

Progressive Commercial Insurance

03.2005 - 08.2007