Multi-talented Senior Manager well-versed and highly effective at developing, executing and directing sales strategies to enable business enhancements and growth. Visionary leader with solid success leading business operations toward growth.
Overview
10
10
years of professional experience
Work History
Senior Manager of Client Relations
KPT Consulting
Cedar Hills, UT
11.2021 - Current
Developed and implemented sales strategies to meet customer needs and increase revenue.
Analyzed market trends and competitive landscape to identify opportunities for growth.
Negotiated contracts with clients on behalf of the company.
Identified new potential markets and developed plans for targeting them.
Attended industry events to build relationships with key contacts in the field.
Utilized CRM software to track leads and manage accounts throughout the sales cycle.
Used cold calling and networking to sell products and services.
Sourced new sales opportunities through inbound lead follow-up.
Cultivated strong professional relationships with industry partners and created focused campaigns to drive business development.
Senior Tax Manager
Eide Bailly
Ogden, Utah
12.2013 - 11.2021
Identified and resolved complex tax issues.
Organized and managed the preparation of federal, state, and local tax returns for all entity types.
Developed strategies to minimize clients' overall tax liability while still complying with all relevant laws and regulations.
Conducted research on a variety of complex tax matters in order to provide advice on potential solutions.
Monitored changes in federal, state, and local laws that could affect clients' operations or profitability.
Designed and implemented effective tax planning strategies for high net worth individuals.
Managed staff members responsible for preparing individual and business returns.
Maintained up-to-date knowledge of applicable rules and regulations by attending seminars and training sessions regularly.
Established strong relationships with existing clients through regular communication.
Ensured timely filing of all applicable taxes according to established deadlines.
Education
Master of Science - Taxation
Weber State University
Ogden, UT
12-2010
Skills
Strategic Planning
Influencing and negotiating
Lead prospecting
Professional Networking
Sales and market development
Tax planning strategies
Critical Thinking
Professionalism
Excellent Communication
Timeline
Senior Manager of Client Relations
KPT Consulting
11.2021 - Current
Senior Tax Manager
Eide Bailly
12.2013 - 11.2021
Master of Science - Taxation
Weber State University
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