Tax return preparation software: extensive knowledge of Intuit Proconnect, Thomson Reuters UltraTax CS, CCH ProSystem fx, Tax research software: Thomson Reuters Checkpoint RIA tax research software
Mike Terrell
Certified Public Accounant
Miami,FL
Summary
Accomplished Tax Manager with a proven track record at Carrie Baron & Associates, excelling in tax compliance and state/local tax knowledge. Expert in streamlining processes for efficiency, leading teams for growth, and adept in tax law interpretation. Successfully managed IRS audits, minimizing client penalties. Skilled in partnership taxation and mentoring junior accountants.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Manager
Carrie Baron & Associates
01.2022 - Current
- Review of complex federal and state income tax returns for accuracy for corporations, individuals, partnerships, s corporations, and trusts ensuring timely filing and compliance with applicable laws.
- Streamlined tax reporting processes for increased efficiency and accuracy in financial data.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Presentations of tax-related topics including tax refreshers and current tax legislation.
- Preparation of detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
- Assisted clients through IRS audits, successfully negotiating resolutions and minimizing penalties owed.
Education
Master of Taxation - Taxation
Georgia State University
Atlanta, GA 05.2001 -
BBA - Accounting
University of Georgia
Athens, GA 05.2001 -
Skills
State and Local Tax Knowledge
Tax Compliance Expertise
Partnership Taxation Expertise
Tax Law Interpretation
Affiliations
AICPA
FIPCPA
Software
Certification
CPA - Certified Public Accountant
Timeline
Tax Manager
Carrie Baron & Associates
01.2022 - Current
Master of Taxation - Taxation
Georgia State University
05.2001 -
BBA - Accounting
University of Georgia
05.2001 -
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