Xero
Michelle Schultz
Senior Tax Accountant
Erie,CO
Summary
Detail-driven accounting tax professional experienced in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and compliance with generally accepted accounting principles and standards. Proven to analyze accounting processes, identify deficiencies and formulate and implement corrective action plans to achieve compliance and mitigate risk.
Overview
2025
2025
years of professional experience
Work History
Senior Tax Accountant
Davidson Pargman & Company
05.2024 - Current
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Trained clients on QuickBooks to help make tax management easier.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Senior Staff Accountant
Padgett Business Services
07.2023 - 04.2024
- Spearheaded the implementation of new accounting software that streamlined data entry processes, increased accuracy in financial reporting, and reduced time spent on manual tasks.
- Enhanced financial reporting accuracy by streamlining the month-end closing process and implementing improved accounting procedure for over 70 monthly clients and 350 tax clients.
- Implemented new software tools into daily workflow, streamlining tasks and increasing overall productivity.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Implemented tax planning efforts on a quarterly basis for both personal and corporate tax clients through tax estimates.
Staff Accountant
Padgett Business Services
5 2021 - 07.2023
- Increased efficiency, support and documentation of accounting processes by creating detailed schedules for journal entries.
- Updated financial management systems to reduce financial discrepancies and increased cost savings through implementation of internal controls.
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements and month-end accruals.
- Prepared federal and state income tax returns for individuals and businesses including partnerships, S corporations and C corporations.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Assistant Manager
Starbucks
08.2016 - 12.2021
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Strengthened operational efficiency to remain cost-effective while maintaining quality service.
- Developed organizational structure to outline and direct rules, roles and responsibilities.
- Mentored team members to enhance professional development and accountability in workplace.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Established objectives to offer team members clear roadmap to help company achieve overall goals.
Education
Master of Professional Accountancy - Accounting
Western Governors University
Salt Lake City, UT 05.2001 -
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT 05.2001 -
Skills
Managerial Accounting
General ledger accounting
Tax Return Preparation
Tax reporting
Account Reconciliation
1099 Preparation
Income Tax Planning
Corporate Tax Planning
Accounting Principles
Sales Tax Regulations
Tax Compliance Expertise
Team Leadership Qualities
Software
Quickbooks Online
Ultra Tax
Thomson Reuters Accounting CS
Karbon HQ
Tallyfor
Track 1099
CCH Axcess
Timeline
Senior Tax Accountant
Davidson Pargman & Company
05.2024 - Current
Senior Staff Accountant
Padgett Business Services
07.2023 - 04.2024
Assistant Manager
Starbucks
08.2016 - 12.2021
Master of Professional Accountancy - Accounting
Western Governors University
05.2001 -
Bachelor of Science - Accounting
Western Governors University
05.2001 -
Staff Accountant
Padgett Business Services
5 2021 - 07.2023
Similar Profiles
Amber GreenhillAmber Greenhill
Digital Support and ECommerce Specialist at Harley-Davidson Motor CompanyDigital Support and ECommerce Specialist at Harley-Davidson Motor Company
Kevin A. BrandtKevin A. Brandt
Senior Mechanical Designer PIER Current Products at Harley-Davidson Motor CompanySenior Mechanical Designer PIER Current Products at Harley-Davidson Motor Company
Timothy LantzTimothy Lantz
Production Technician 2 at Harley-Davidson Motor CompanyProduction Technician 2 at Harley-Davidson Motor Company
Abigail WilliamsAbigail Williams
Bartender/ Waitress at Duets Bistro and DeliBartender/ Waitress at Duets Bistro and Deli
Jason GreenJason Green
Operations Manager at Tarian GroupOperations Manager at Tarian Group