Rachel Lamb
Tax Consultant
Concord,NC
Summary
Highly organized and dependable candidate successful at managing multiple priorities with a positive attitude. Excited to seek and maintain a position that offers professional challenges utilizing interpersonal skills while still learning, growing, and eventually specializing. Excellent planning, problem-solving and decision-making strengths. Experienced in preparing complete and accurate Forms 1040, 1065, 1120S, 1120-H, 990-EZ, 990-N,990-PF, and gift tax returns. Regularly responds to notices from IRS and other taxing agencies on clients behalf. Very personable and skilled with client communications and deliverables. Expert in researching and staying current on new and evolving tax laws. Ethical and honest professional with great grasp of accounting paired with strong numeracy abilities. Actively pursuing CPA license.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Tax Consultant
Anna Larson CPA PLLC
Concord, NC
01.2021 - Current
- Calculated estimated tax payments for clients.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Responded to inquiries from IRS and other tax authorities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Researched tax implications for various deductions and credits.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Utilized tax software to prepare returns and meet deadlines.
Education
Bachelors Of Science - Accounting
Purdue University Global
02.2020 - 11.2022
Masters Of Science - Accounting - Taxation
Purdue University Global
01.2023 - Current
Skills
Local, state and federal tax returns
Tax code knowledge
Tax return preparation
Tax audit procedures
Document preparation
IRS correspondence
Tax-related research
Tax law compliance
Problem-Solving
Analytical and Critical Thinking
Certification
Certified QUICKBOOKS Proadvisor
Timeline
Masters Of Science - Accounting - Taxation
Purdue University Global
01.2023 - Current
Certified QUICKBOOKS Proadvisor
12-2022
Tax Consultant
Anna Larson CPA PLLC
01.2021 - Current
Bachelors Of Science - Accounting
Purdue University Global
02.2020 - 11.2022