Successful tax professional focused on performance, customer service and compliance. Offering 5years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.
Overview
15
15
years of professional experience
Work History
Manager
Tasha's Tax Service LLC
Milwaukee, WI
01.2016 - Current
Prepared US, multistate, and international tax returns for business clients.
Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
Prepared written responses or tax return amendments to resolve state and federal notices.
Prepared over 500 returns with 5 years experience.
Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
Tax Associate
Intuit
Milwaukee, WI
12.2020 - 08.2022
Developed and implemented training classes to educate team members and community residents.
Prepared tax return documents for clients.
Assessed various angles of tax situations to maximize the tax benefits.
Met with clients to gather information and discuss line item tax return components.
Produced theUS and state income, gift tax, and estate tax returns for individuals.
Analyzed information and assessed liabilities and deductions according to relevant tax codes.
Applied federal and state government regulations to prepare accurate and compliant tax returns,
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation
Paraprofessional
Milwaukee Public Schools
Milwaukee, Wisconsin
03.2015 - 11.2021
Assisted teachers with classroom management and document coordination to maintain positive learning environment.
Assessed student assignments to check quality and completeness before submission for grading.
Prepared instruction materials, including making copies, constructing bulletin boards and setting up work areas.
Education
Bachelor of Science - Accounting
University of Wisconsin - Milwaukee
Milwaukee, WI
High School Diploma -
North Division High School
Milwaukee, WI
06.2002
Skills
Tax return preparation
Tax code knowledge
QuickBooks proficiency
Tax audit procedures
Timeline
Tax Associate
Intuit
12.2020 - 08.2022
Manager
Tasha's Tax Service LLC
01.2016 - Current
Paraprofessional
Milwaukee Public Schools
03.2015 - 11.2021
Bachelor of Science - Accounting
University of Wisconsin - Milwaukee
High School Diploma -
North Division High School
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