MICHELLE WILLIAMS
Enrolled Agent/ Tax Consultant
Fox Lake,IL
Summary
Resourceful, detailed and deadline-oriented Enrolled Agent with experiences in Accounting, Tax Prep/Consultation, Business Administration and Customer Service. Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize tax liability for clients. Experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records. Well-developed knowledge of multiple tax softwares. Expert in researching and correcting process errors.
Overview
24
24
years of professional experience
Work History
Tax Consultant
Workplace Options/Military OneSource
10.2022 - 04.2023
- Answered tax questions and researched tax issues for military service-members and their families
- Provided guidance to client with self-preparation of electronic filing of their tax returns
- Communicated with client via phone, online chat and e-mail.
Enrolled Agent/ Tax Advisor (Independent Contractor)
Self Employed Services
06.2021 - 10.2022
- Prepared individual and business returns (1040, 1120S and 1065)
- Offered clients recommendations to reduce tax liabilities
- Advised on inquiries from IRS and other tax authorities
- Collaborated with clients to answer questions and provide advice on tax matters
Tax Specialist
Clark Hill, PLC
Birmingham, MI
02.2021 - 05.2021
- Utilized CCH ProSystem fx Tax program
- Prepared Fiduciary tax returns form 1041
- Prepared Individual tax returns form 1040 and attached schedules
- Prepared Gift tax returns form 709, and Non-profit tax returns 990.
Tax Specialist
Accounting Aid Society
Detroit, MI
01.2020 - 03.2020
- Prepared and reviewed returns for low income individuals/families (VITA) program
- Instructed volunteer workers with tax software and Tax Compliance matters
- Assisted client with Homeowner Property Exemption HOPE application.
Tax Specialist
Income Tax Place
Dearborn, MI
02.2019 - 04.2019
- Made initial contact with clients to obtain necessary tax information
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Prepared individual and business tax returns
- Communicated with clients regarding tax situations, providing guidance on future tax savings
Tax Specialist
H&R Block
Kenosha, WI
12.2016 - 10.2018
- Conducted thorough interviews with clients to identify areas of tax savings
- Prepared individual and business tax returns
- Promoted additional H&R Block products & services applicable to client
- Advised on IRS, state and local taxing authority notices.
Accounts Payable Clerk
Plote Construction Inc.
Hoffman Estates, IL
09.2014 - 11.2015
- Matched the purchase order, invoice and order receipt
- Manually and electronically prepared checks and balance check registers
- Maintained subcontractor’s W-9’s and insurance certifications
- Filed 1099’s with IRS
- Processed and distributed 1099’s annually.
Intake Specialist
Abiding Love Ministries Food Pantry
Zion, IL
11.2011 - 04.2013
- Greeted clients and determined eligibility of new clients
- Identified discrepancies that conflicted with pantry’s policies & procedures
- Prepared end-of-the-month distribution reports.
Real Estate Tax Administrative Assistant
Walgreen Company
Deerfield, IL
02.2007 - 03.2008
- Utilized PTMS property tax software to: Verified location and value of (personal & real) property
- Filed personal property tax returns
- Filed appeals with assessor’s offices
- Processed tax payments
- Generated & reviewed status reports.
Owner/Sales Coordinator/Gift Basket Designer
House Of Sweet Creations
Richton Park, IL
10.1999 - 04.2006
- Consulted with customers to assess needs and propose optimal solutions.
- Provide customer service, gift packaging and delivery services for businesses of all industries. Highly in Real Estate and Entertainment industries.
- Designed company’s brochures, flyers and website.
- Initiate sales through business program events, network referrals and cold calls.
Education
Business Administration And Management
University of Phoenix
Schaumburg, ILBusiness Administration And Management
University Of Phoenix
Schaumburg, ILSkills
Microsoft Officeundefined
Affiliated Associations
National Association of Enrolled Agents
Timeline
Tax Consultant
Workplace Options/Military OneSource
10.2022 - 04.2023
Enrolled Agent/ Tax Advisor (Independent Contractor)
Self Employed Services
06.2021 - 10.2022
Tax Specialist
Clark Hill, PLC
02.2021 - 05.2021
Tax Specialist
Accounting Aid Society
01.2020 - 03.2020
Tax Specialist
Income Tax Place
02.2019 - 04.2019
Tax Specialist
H&R Block
12.2016 - 10.2018
Accounts Payable Clerk
Plote Construction Inc.
09.2014 - 11.2015
Intake Specialist
Abiding Love Ministries Food Pantry
11.2011 - 04.2013
Real Estate Tax Administrative Assistant
Walgreen Company
02.2007 - 03.2008
Owner/Sales Coordinator/Gift Basket Designer
House Of Sweet Creations
10.1999 - 04.2006
Business Administration And Management
University of Phoenix
Business Administration And Management
University Of Phoenix
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