Sarah St. Pierre, EA
Monroe,CT
Summary
Seasoned Enrolled Agent with eight years experience in the public accounting industry that has grown into managing tax advisory services for businesses and individuals. Expertise in interpretation and application of federal and state tax code, planning and compliance. Unique combination of both tax resolution work and tax preparation/advisory. Reputable, ethical and client-focused professional with great grasp of high-net-worth, trust and estate, gift, corporation and partnership taxation. Assertive, resourceful, and able to manage complex assignments with confidence. Well-regarded for strong work ethic, above-average soft skills, and demonstrated success with client relationships evidenced by business development.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Tax Manager
Hill, Barth & King LLC (Firm Merger)
11.2023 - Current
- Advises clients on strategic tax planning, resulting in significant cost savings and minimized risks with strong focus on small business service providers in pass-through entity structure.
- Manages staff and senior level positions, providing mentorship and professional development opportunities to foster growth.
- Advancing client relationships by consistently delivering high-quality service and prompt communication.
- Developed strong presence as a high-quality tax professional for clients in a niche entertainment industry resulting in regular referrals by existing clients and related financial professionals.
- Reviews complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Collaborates with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Liaison with financial advisory, legal, real estate, or other mutual client professionals.
- Researches and analyzes tax developments and applications to specific business and individual situations.
- Prepares detailed tax projections for clients, assisting them in making informed decisions regarding tax-saving strategies, cash flow management, and retirement planning.
- Directly manages audits of federal, state and local income tax returns guiding staff on developing the appropriate written and oral responses to the taxing authorities.
- Extensive experience with small business pass-through entities, high net worth personal income tax, multi-state taxation, and trust and estates.
Tax Supervisor
Zapken & Loeb LLP
01.2022 - 11.2023
- Collaborated with clients to answer questions and provide advice on tax matters.
- Conducted reviews of client tax documentation, reducing errors and maximizing tax strategies.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Served as liaison between clients and taxing authorities during audits or disputes, skillfully resolving issues in a timely manner.
- Developed tax plans and projections to help clients meet objectives.
- Developed a reputation for thorough, accurate work by consistently meeting or exceeding client expectations and internal quality standards.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Identified potential audit red flags to minimize risk of IRS and state audits.
- Prepared US, multistate, and required foreign reporting forms for business and individual clients.
- Balanced multiple client engagements simultaneously while prioritizing tasks according to urgency or complexity.
- Conducted thorough research on complex tax regulations, staying up-to-date with industry changes and providing knowledgeable guidance to clients.
- Liaised with attorneys, investment advisors, and varying other professionals to confirm accuracy of client tax returns.
- Enhanced client satisfaction with timely, accurate tax returns and clear communication.
- Demonstrated leadership skills in managing projects from concept to completion.
- Applied effective time management techniques to meet tight deadlines.
Senior Tax Accountant
Zapken & Loeb LLP
01.2019 - 01.2022
- Oversaw the preparation of 50-75 federal, state and local income tax returns, ensuring timely submissions and compliance with jurisdictional requirements.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Represented clients before federal, state and local taxing authorities.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Assisted to completion previously unsuccessful IRS and state resolution of tax matters.
- Provided expert tax advice to clients, resulting in significant tax savings and improved financial planning.
- Trained clients on QuickBooks Online to help make tax management easier.
- Prepared accurate quarterly and yearly tax filings for businesses such as S Corporations and Partnerships.
- Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
- Provided review of business books, made appropriate journal entries and finalized reports for the preparation of tax returns.
- Classified assets correctly to properly account for depreciation on routine filings.
- Paid attention to detail while completing assignments.
- Developed and maintained courteous and effective working relationships.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Staff Tax Accountant
Wagner & Zwerman LLP
06.2016 - 01.2019
- Prepared federal and state income tax returns and tax projections for individuals, trusts, estates, and exempt organizations.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income tax returns.
- Worked closely with colleagues to address complex tax issues collaboratively.
- Drafted tax documentation subject to detailed review and approval by department management.
- Regular experience with multiple income streams, diverse pass-through entity investments, PTP reporting, and heavy brokerage account reporting.
- Self-educated to acclimate to changes rendered by implementation of TCJA.
- Special achievement included development of valuable 2018 personal income tax calculator immediately after release of TCJA, prior to publication of commercial software planning tools.
Tax Resolution Team Coordinator
Wall & Associates Inc
11.2013 - 05.2016
- Served as a liaison between management and team members to address concerns and facilitate problem-solving initiatives.
- Handled escalated customer issues.
- Supervised team of 3-4 staff caseworkers responsible for up to 300 simultaneous cases via team meetings and one-on-one training.
- Regularly reviewed assignments prior to release to the taxing authorities or clients.
- Ensured tasks were appropriately distributed and completed in an accurate and timely manner, resulting in direct client
savings of over $3,000,000. - Performed quality control through case audits and client
communication. - Spearheaded quality techniques used to contest IRS and state audits with development of templates and examples that were used throughout the company.
- Worked independently through 2012 IRS Offshore Voluntary Disclosure Program and was point of contact for others as they sought to navigate those unique cases.
Tax Resolution Case Worker
Wall & Associates Inc
10.2012 - 10.2013
- Worked directly with taxpayers to resolve liabilities with IRS and state taxing authorities.
- Examined and implemented all resolution operations by performing accurate financial analysis and research to develop custom-tailored case plans for each client.
- Negotiated directly with multi-level IRS agents and state collection departments on behalf of individuals, corporations, partnerships, and estates.
- Experience with Installment Agreements, Offer in Compromise, and penalty abatement.
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UTMaster of Arts - Forensic Psychology
Marymount University
Arlington, VABachelor of Arts - Psychology
Susquehanna University
Selinsgrove, PABachelor of Arts - Music
Susquehanna University
Selinsgrove, PASkills
- Tax Forecasting & Advisory
- Tax Controversy Resolution
- State and Local Tax Knowledge
- Professional Development
- Process Improvement
- Due Diligence
- Relationship Building
- Tax Compliance Expertise
- Proactive and Focused
- Team Building Leadership
- Enrolled Agent
Affiliations
- National Association of Enrolled Agents (NAEA)
- New York Society of Enrolled Agents
- Connecticut Society of Enrolled Agents
Certification
- IRS Enrolled Agent
Timeline
Tax Manager
Hill, Barth & King LLC (Firm Merger)
11.2023 - Current
Tax Supervisor
Zapken & Loeb LLP
01.2022 - 11.2023
Senior Tax Accountant
Zapken & Loeb LLP
01.2019 - 01.2022
Staff Tax Accountant
Wagner & Zwerman LLP
06.2016 - 01.2019
Tax Resolution Team Coordinator
Wall & Associates Inc
11.2013 - 05.2016
Tax Resolution Case Worker
Wall & Associates Inc
10.2012 - 10.2013
Bachelor of Science - Accounting
Western Governors University
Master of Arts - Forensic Psychology
Marymount University
Bachelor of Arts - Psychology
Susquehanna University
Bachelor of Arts - Music
Susquehanna University
- IRS Enrolled Agent
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