Senior tax preparer with 14+ years of individual and business taxation experience. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
Overview
17
17
years of professional experience
3963
3963
years of post-secondary education
Work History
Tax Accountant
Mahan & Associates LLC
02.2020 - 02.2024
Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
Facilitated smooth tax season operations by efficiently managing workload distribution among accounting team.
Bookkeeper /Federal and State Income Tax Preparer
Personalized Bookkeeping & Tax Services
06.2019 - 01.2020
Investigated and resolved discrepancies during the account reconciliation process
Coded all transactions according to the internal company system to avoid errors
Prepared and submitted quarterly and yearly tax forms and returns to meet local, state and federal requirements
Verified the information submitted to identify and resolve discrepancies with payroll and employee personal data
Issued bi-weekly employee paychecks as well as their associated statements of earnings and deductions
Processed time sheets and calculated payments owed to the organization's salaried and hourly employees
Pulled Transcripts for past tax returns to be complied
Tax Preparation Service
Bond's Tax Service
01.2011 - 10.2019
Prepared and reviewed simple and complex tax returns on behalf of individual and small business clients
Prepared past tax returns from pulling transcripts from the IRS
Verified the form totals carefully to locate and resolve mathematical, procedural and data entry errors
Assisted clients with their future tax planning, advising on strategies to control their liability
This was a seasonal position in which I performed while owning another business
Federal E File Agent
Complied bank statements for small businesses in order to put together a tax return accurately
Prepared 1099's & W2's for federal reporting & for employers and employees
Owner / Operator Sales, Parts & Service
Low Key Cycles
08.2010 - 11.2018
Consulted with customers to understand their desires and suggest the best products to meet their needs
Troubleshot and diagnosed problems with equipment such as motorcycles and ATV, independently resolving the routine issues and organizing more advanced repairs
Reviewed schematics and specifications to understand each job and plan the correct sequence, minimizing errors and avoiding wasted materials
Set expectations and modeled excellent service by projecting a positive attitude and enthusiasm toward the job, company, and customers
Ensured all customers received friendly, quick, and efficient service
Coached, trained, recognized, and managed all aspects of performance for store associates and developed a bench of talented workers
Processed time sheets and calculated payments owed to the organization's salaried and hourly employees
Bookkeeper / Income Tax Preparer
Jerry Taylor CPA
06.2007 - 05.2010
Answered incoming calls and directed messages to the correct party
Scheduled meetings and assisted in making travel arrangements
Greeted visitors and escorted them to their destinations
Maintained payroll accuracy by tracking time, calculating extras such as commission and updating forms
Coded all transactions according to the internal company system to avoid errors
Maintained efficient office operations by offering skilled clerical support to senior team members
Prepared and reviewed simple and complex tax returns on behalf of individual and small business clients