Michelle VanPelt
Tecumseh,MI
Summary
Tax professional committed to ensuring compliance and accuracy. Proven ability to conduct thorough audits and identify discrepancies, enhancing financial integrity. Strong focus on collaboration and achieving results, adaptable to changing needs and trusted by colleagues. Expertise in tax law and financial analysis, with reliable and results-driven approach.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Tax Planning Specialist
Hantz Group, LLC
07.2018 - Current
- Prioritized operations to bolster maximum performance and minimum delay.
- Coordinated with cross-functional teams such as accounting departments or legal counsel when necessary for seamless service delivery.
- Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
- Provided ongoing consultation services to high-net-worth individuals, addressing their unique financial needs and concerns.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Managed Client communication and IRS correspondence
- Prepare and File roughly 300+ Returns per tax season.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Collaborated with fellow Enrolled Agents to develop best practices for tax planning and preparation services.
Full-Service Tax Expert
Intuit
01.2024 - 05.2024
- Prepared and submitted tax returns for clients
- Monitored client activities on managed platforms
- Ensured the accuracy and validation of all documents
- Researched federal and state tax laws
- Managed 10-15 Client Calls daily for Tax Return Completeness
Education
MBA - Accounting And Finance
Siena Heights University
Adrian, Mi08.2024
BBA - Accounting And Finance
Siena Heights University
Adrian, Mi05.2019
Skills
- Tax software proficiency
- Data analytics
- Accounting principles
- Spreadsheet management
- Tax compliance
- Financial forecasting
- Confidentiality
- Goal orientation
- Researching
- Investigative techniques
- Detailed documentation
Certification
Enrolled Agent – Internal Revenue Services
Timeline
Full-Service Tax Expert
Intuit
01.2024 - 05.2024
Senior Tax Planning Specialist
Hantz Group, LLC
07.2018 - Current
Enrolled Agent – Internal Revenue Services
MBA - Accounting And Finance
Siena Heights University
BBA - Accounting And Finance
Siena Heights University
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