Experienced with tax regulations and compliance. Utilizes analytical skills to optimize tax strategies and ensure accurate filings. Knowledge of tax software and regulatory requirements enhances workflow efficiency.
Overview
7
7
years of professional experience
Work History
Tax Associate
Forvis Mazars
01.2022 - 11.2025
Prepared and filed federal and state tax returns for individual and corporate clients.
Reviewed financial statements to identify discrepancies and recommend appropriate adjustments.
Mentored junior associates on best practices in tax preparation and compliance procedures.
Prepared accurate tax returns for individuals, partnerships, and corporations, maximizing deductions and credits.
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
Conducted thorough research on federal and state tax regulations, providing valuable insights to clients and team members.
Analyzed financial records to verify accuracy of tax returns.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Utilized tax software to prepare returns and meet deadlines.
Calculated estimated tax payments for clients.
Prepared US, multistate, and international tax returns for business clients.
Prepared written responses or tax return amendments to resolve state and federal notices.
Receptionist
Derma-tech LLC
09.2018 - 11.2021
Managed front desk operations, ensuring efficient flow of visitors and calls.
Provided administrative support, coordinating schedules and appointments.
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Kept reception area clean and neat to give visitors positive first impression.
Handled cash transactions and maintained sales and payments records accurately.
Responded to inquiries from callers seeking information.
Corresponded with clients through email, telephone, or postal mail.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Assisted with onboarding new clients and securing paperwork completion.
Organized, maintained and updated information in computer databases.