MICHELLE BOUGHTON
Summary
Results-oriented IRS Enrolled Agent and Small Business Owner with over 15 years of experience in tax preparation, accounting, financial planning, and team leadership. Specializing in Federal and multi-state income tax for trusts, estates, individuals, and businesses, as well as sales tax and complex financial data management. Proven ability to motivate teams, deliver exceptional customer service, and achieve precise project outcomes. Eager to leverage tax expertise and leadership skills in a challenging role for professional growth.
Overview
16
16
years of professional experience
Work History
Owner
Salient Tax Solutions LLC
01.2010 - Current
- Comprehensive bookkeeping, payroll, tax planning, income tax preparation and efiling services for individual and small business clients
TurboTax Live Seasonal Manager - Business Tax Team
Intuit
01.2023 - 01.2025
- Responsible for leading and managing a remote customer-facing team of business tax preparation professionals
TurboTax Live Seasonal Manager
Intuit
01.2022 - 01.2023
- Responsible for leading and managing a remote customer-facing team of tax preparation professionals
TurboTax Seasonal Guarantee Management Tax Analyst
Intuit
01.2022 - 01.2022
- Performed deep dives on customer tax accuracy claims and provided clear, written communication to help customers resolve tax return issues
TurboTax Live Seasonal Tax Expert Lead
Intuit
01.2022 - 01.2022
- Provided accurate tax advice and process adherence guidance to Experts during tax season by researching complex tax topics and troubleshooting tax and technical questions
Credentialed Tax Preparer
Century Accounting & Tax
01.2019 - 01.2022
- Trust, Estate, Individual, and business tax return preparation
- State and Local Corporate sales tax returns
- Year-end corporate financial report preparation
TurboTax Live Seasonal Tax Expert
Intuit
01.2020 - 01.2021
- Individual income tax return preparation
Client Service Coordinator
Ameriprise Financial
01.2018 - 01.2020
- Client account data management with meticulous detail for investment accounts, life insurance, and financial planning portfolios
Office Manager & Senior Tax Advisor
H&R Block
01.2014 - 01.2019
- Management of staffing, operations, and logistics for multiple tax offices
- Trust, Estate, individual, and business tax preparation
Education
Master of Professional Accounting - Taxation
Colorado State University - Global Campus
Fort Collins, COBachelor of Science - Electrical Engineering
Georgia Institute of Technology
Atlanta, GASkills
- Tax Expertise: Trust, Estate, Individual, and Business Tax, Multi-State Income Tax, Sales Tax, Tax Law Research, IRS Enrolled Agent (EA)
- Accounting & Finance: Bookkeeping, Financial Statement Reporting, Payroll, Tax Planning; General ledger reconciliations
- Leadership & Management: Team Leadership, Staff Onboarding, Operations Management, Process Improvement, Client Service, Mentoring
- Communication: Written Communication, Client Resolution, Professional Networking
- Planning and execution
- Collaborative problem solver who approaches change positively and flexibly
- Tax planning strategies
- Comprehensive knowledge of tax regulations and laws
- Skilled in CCH Axcess Tax, ProSeries, ProConnect, Lacerte, QuickBooks, Microsoft Office
Affiliations
- Enrolled Agent (EA) – IRS Credential
- National Association of Enrolled Agents (NAEA) - Member
- National Association of Tax Professionals (NATP) – 2023-24 VA Chapter Board Member
Timeline
TurboTax Live Seasonal Manager - Business Tax Team
Intuit
01.2023 - 01.2025
TurboTax Live Seasonal Manager
Intuit
01.2022 - 01.2023
TurboTax Seasonal Guarantee Management Tax Analyst
Intuit
01.2022 - 01.2022
TurboTax Live Seasonal Tax Expert Lead
Intuit
01.2022 - 01.2022
TurboTax Live Seasonal Tax Expert
Intuit
01.2020 - 01.2021
Credentialed Tax Preparer
Century Accounting & Tax
01.2019 - 01.2022
Client Service Coordinator
Ameriprise Financial
01.2018 - 01.2020
Office Manager & Senior Tax Advisor
H&R Block
01.2014 - 01.2019
Owner
Salient Tax Solutions LLC
01.2010 - Current
Master of Professional Accounting - Taxation
Colorado State University - Global Campus
Bachelor of Science - Electrical Engineering
Georgia Institute of Technology
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