Vickie Sims
Houston
Summary
Dynamic Tax Office Manager with extensive experience at Burkhart Peterson, excelling in tax return preparation and strategic tax planning. Proven ability to enhance client relationships and ensure regulatory compliance, while leading teams to achieve timely and accurate submissions. Recognized for delivering effective solutions to complex tax issues and driving significant cost savings.
Overview
36
36
years of professional experience
Work History
Tax Office Manager
Burkhart Peterson
Houston
2023.07 - Current
- Preparation and review 1040, 1120, 1120S, 1065, 1041, 990 tax returns
- Tax Planning
- Research and analyzing tax implications of business decisions
- Work with accounting to assure financial preparation
- Ensure compliance with tax laws and regulations
- Build and maintain client relationships
- Communicate with clients, tax authorities and other stakeholders on tax related matters
- Monitor tax assignments, status and completion. Supervise team members.
- Performed research into current trends in taxation law to stay up-to-date on regulations.
- Ensured all paperwork was completed accurately and timely submitted to government agencies.
- Monitored changes in federal, state, and local laws related to taxation.
- Provided guidance to staff in handling customer inquiries and complaints.
- Analyzed financial data to identify potential areas of cost savings.
- Managed a team of tax preparers to ensure compliance with deadlines.
- Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
Senior Tax Accountant
Lowrey, Powell, Stevens & Mangum
San Antonio
2022.10 - 2023.05
- Review documentation and prepare and review individual, corporate, partnership, fiduciary and multiple state tax returns.
- Research and analyze tax implications of business decisions
- Ensure compliance to tax laws
- Build and maintain client relationships
- Assisted in preparing responses to audits conducted by the Internal Revenue Service.
- Identified opportunities to reduce taxes through deductions or credits available.
- Prepared and filed tax returns for individuals, corporations, and partnerships.
- Identified potential tax issues and provided swift, effective solutions.
Tax Senior
Kimes, Stephens & Webb, CPA, P.C.
Spring
2012.02 - 2022.10
- Review documentation and prepare and review individual, corporate, partnership, fiduciary and multiple state tax returns.
- Manage day to day client service relationships.
- Identify, research, and resolve complex tax issues and provide tax planning and strategy implementation techniques.
- Review new and proposed tax legislation and assist in analysis of tax impact for clients.
- Am the go-to resource for staff to ask questions.
- Software: Ultra Tax and Lacerte
Self-Employed Tax Professional
Sims Business & Tax Services
Merritt Island
2009.01 - 2012.02
- Developed and grew small business accounting firm from scratch.
- Prepared federal and multi-state tax returns for small corporations, partnerships, and individuals.
- Responded to IRS and Florida Department of Revenue notices on behalf of clients.
- Prepared monthly and annual financial reports.
- Business grew to over 100 individual and business returns in the first year.
- Maintained tax basis balance sheets and prepared quarterly income statements.
Senior Accountant
Cape Canaveral Port Authority/Rocketdyne Division
Port Canaveral
2007.01 - 2009.01
- Annual budget preparation and follow-up variances/analysis.
- Monitored revenues from cash revenue businesses.
- Prepared, and reviewed general ledger accounts.
- Prepared monthly financial statements.
- Assisted with annual audits by third party accounting firm.
- Supported and reviewed accounts payable, accounts receivable and payroll.
- Regularly reviewed internal accounting policies to ensure compliance with GAAP.
H&R Block Tax Services
Merritt Island
1995.01 - 2009.01
- Prepared federal, state, local business and individual tax returns.
- Resolved tax issues and provided tax planning and strategy implementation techniques.
- Instructor for tax classes including EA preparation classes during off season.
Senior Tax Accountant
Hoyman Dobson CPAs (now Carr, Riggs & Ingram, LLC)
Melbourne
1997.01 - 2007.01
- Prepared federal and state business, and individual tax returns.
- Resolved tax issues and provided tax planning and strategy implementation techniques.
- Prepared federal and state tax returns for small corporations, partnerships, and individuals (including multi-state returns).
- Researched complex tax projects for clients to resolve tax issues.
Senior Financial Analyst
Kennedy Space Center
Merritt Island
1989.01 - 1997.01
- Monitored and reviewed contract costs, performance, variances, and statistical analysis.
- Prepared, coordinated, and managed budgets.
- Analyzed budget variances on program cost components.
- Monitored internal accounting controls.
- Conducted fixed asset management and audits.
- Lead role in driving automation for all functions.
- Instructor for management training classes for National Management Association.
Education
Enrolled Agent -
Internal Revenue Service
06.2001
Master of Business Accounting -
Florida Institute of Technology
Melbourne, FL1992-06
BBA - Accounting
University of Central Florida
Orlando, FL1986-08
Skills
- Tax return preparation
- Tax planning
- Regulatory compliance
- Tax research
- Financial analysis
- Client relationship management
Locations
- 321-917-3273, Houston, TX
- San Antonio, TX
- Spring, TX
- Merritt Island, FL
- Port Canaveral, FL
- Melbourne, FL
Certification And Education
- Enrolled Agent, Internal Revenue Service, 06/01/01
- Master of Business Accounting, Florida Institute of Technology, Melbourne, FL
- BBA in Accounting, University of Central Florida, Orlando, FL
Timeline
Tax Office Manager
Burkhart Peterson
2023.07 - Current
Senior Tax Accountant
Lowrey, Powell, Stevens & Mangum
2022.10 - 2023.05
Tax Senior
Kimes, Stephens & Webb, CPA, P.C.
2012.02 - 2022.10
Self-Employed Tax Professional
Sims Business & Tax Services
2009.01 - 2012.02
Senior Accountant
Cape Canaveral Port Authority/Rocketdyne Division
2007.01 - 2009.01
Senior Tax Accountant
Hoyman Dobson CPAs (now Carr, Riggs & Ingram, LLC)
1997.01 - 2007.01
H&R Block Tax Services
1995.01 - 2009.01
Senior Financial Analyst
Kennedy Space Center
1989.01 - 1997.01
Enrolled Agent -
Internal Revenue Service
Master of Business Accounting -
Florida Institute of Technology
BBA - Accounting
University of Central Florida