Experienced Tax Accountant with 7 years in high-volume tax preparation and compliance for Corporations, Non-Profits, and diverse individual clients. Navigates complex regulations while ensuring accuracy across thousands of filings. Skilled in UltraTax and ProSeries, pursuing CPA licensure to enhance technical expertise.
Work History
Staff Accountant
4 Years 7 Months
Ward, Schmerbeck, & Billig CPA | 01.2022 - Current
- Manage tax compliance for a large portfolio including Corporations and Non-Profit organizations, ensuring meticulous adherence to federal and state regulations.
- Executed complex sales tax filings and managed diverse business entities, ensuring error-free delivery through meticulous technical review.
- Provided tax planning and advisory services for individual clients, translating complex tax codes into actionable financial strategies to optimize their tax positions.
- Utilize UltraTax and ProSeries to streamline the preparation of thousands of returns, maintaining high efficiency during peak filing seasons.
- Interfaced directly with clients to resolve discrepancies and conduct audits, ensuring compliance with professional standards in all financial documentation.
Tax Preparer
3 Years
H&R Block | 01.2018 - 01.2021
- Prepared and filed 1,000s of individual tax returns using BlockWorks, consistently achieving high accuracy ratings and client satisfaction scores.
- Identified tax savings opportunities for clients, leveraging knowledge of credits, deductions, and legislative changes to maximize benefits.
Acted as the primary point of contact for clients, providing clear communication regarding tax liabilities and refund expectations.
- Conducted quality control reviews of returns, ensuring accuracy to minimize errors and reduce risk of IRS notices or audits.
- Handled a high-volume workload in a fast-paced environment while maintaining strict attention to detail and confidentiality.