Continuously monitored changes in legislation and best practices, staying ahead of trends to provide clients with the most up-to-date guidance possible.
Spearheaded efforts to improve internal processes through ongoing professional development workshops and training sessions for staff members.
Facilitated trainings for new staff on tax tools and technologies utilized in client service such as GoSystems, Fixed Asset Depreciation Softwares, and CorpTax.
Implemented effective communication strategies within the team, fostering a collaborative environment that facilitated knowledge sharing and problem-solving capabilities.
Managed a diverse portfolio of client accounts with meticulous attention to detail, consistently meeting or exceeding deadlines.
Acted as head of technology integration of new cloud-based client interface for state of Florida.
Reviewed and prepared complex tax returns for corporations, partnerships, and individuals.
Prepared and reviewed complex tax provisions for corporations in One Source Tax Provision software.
Assisted with auditing income tax provisions for large corporations.
Streamlined tax processes by implementing efficient software tools and automation strategies.
Participated in continuing education programs to maintain professional expertise in taxation matters.
Received awards annually for outstanding performance.