Virginie Dorsey
St. Johns,FL
Summary
Enrolled Agent and tax manager leading full-service tax and accounting support for individuals, businesses, trusts, and estates. Handles complex return preparation, payroll compliance, bookkeeping, and IRS representation while advising high-net-worth clients and small businesses. Brings hands-on experience mentoring staff, managing remote engagements, and maintaining accurate filings across federal, state, and local requirements.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Senior Tax Advisor
ETax Finance LLC
08.2020 - Current
- Provided full-service tax and accounting support for individuals, sole proprietors, corporations, S corporations, partnerships, trusts, and estates.
- Helped businesses and high-net-worth individuals with tax planning, consulting, and compliance.
- Built long-term client relationships through ongoing tax planning and advisory support, improving client retention.
- Prepared and reviewed individual income tax returns, including complex Schedule C filings for self-employed taxpayers.
- Prepared partnership returns (Form 1065), C corporation returns (Form 1120), and S corporation returns (Form 1120-S).
- Prepared fiduciary income tax returns (Form 1041), federal gift tax returns (Form 709), and estate-related tax filings.
- Represented taxpayers before IRS on notices, audits, installment agreements, and penalty abatements.
- Managed bookkeeping, account reconciliations, payroll records, and financial reporting in QuickBooks, supporting accuracy and compliance.
- Maintained compliance with federal, state, and local tax filing requirements.
Senior Associate / Acting Manager
LBMC
01.2025 - 07.2026
- Managed tax engagements for corporations, pass-through entities, trusts, estates, and high-net-worth individuals.
- Prepared and reviewed complex individual, trust, estate, and gift tax returns.
- Represented clients before the IRS on notices, audits, penalty abatements, and payment arrangements, ensuring favorable outcomes.
- Reviewed tax returns for accuracy and compliance, identifying tax-saving opportunities that enhanced client financial positions.
- Collaborated with partners, managers, and clients to resolve complex tax issues, streamlining processes for improved efficiency.
- Ensured timely filing of federal, state, and local tax returns.
- Served as a Power of Attorney (POA) in communication with federal and state tax authorities.
- Mentored and trained staff members while supporting onboarding and development initiatives.
- Prepared Federal Gift Tax Returns (Form 709) using GEM709 software.
Senior
CohnReznick LLP
06.2024 - 01.2025
- Performed tax planning for corporations, partnerships, and high-net-worth individuals.
- Managed tax engagements, ensuring compliance with financial statements and tax regulations.
- Prepared and reviewed individual, trust, and fiduciary tax returns using CCH Axcess.
- Identified and analyzed M-1 book-to-tax differences and reconciliations.
- Maintained tax records and provided audit support, ensuring accuracy and completeness for tax reporting.
- Trained and developed junior staff, enhancing their skills through mentoring and performance feedback.
Experienced Tax Associate
PwC
06.2022 - 06.2024
- Prepared tax returns for high-net-worth individuals and family groups.
- Supported clients with tax projections, extensions, quarterly estimates, and compliance matters to ensure timely and accurate filings.
- Prepared and reviewed federal, trust, estate, gift, exempt organization, and international tax returns.
- Executed management and filing of large volumes of Forms 1099 and W-2 reporting, ensuring compliance with federal regulations.
- Assisted with IRS audits, taxpayer representation, and tax authority correspondence.
- Maintained bookkeeping records and reconciliations using QuickBooks.
- Trained interns and new associates on tax preparation procedures and best practices to enhance team capability and efficiency.
- Presented federal, state, and local tax law updates to tax professionals.
Senior Financial Analyst, Statutory Reporting
Fortegra
01.2022 - 06.2022
- Prepared and reviewed quarterly and annual statutory and GAAP financial statements.
- Coordinated internal and external audits to ensure compliance and accuracy of financial reporting.
- Assisted in the preparation of SEC, NAIC, and FINRA reports to meet regulatory requirements.
- Performed account reconciliations, variance analysis, and financial reporting.
- Prepared analytical and management reporting packages to support strategic decision-making.
Legal Entity Controller
Deutsche Bank
01.2020 - 01.2022
- Supported month-end close for legal entity financial reporting.
- Prepared management accounts for legal entities under responsibility.
- Supported preparation of standalone entity financial information and disclosures under U.S. GAAP and IFRS.
- Support the preparation of statutory financial statements in US GAAP including liaison with auditors.
- Liaised with product controllers, funding controllers, corporate treasury, legal, tax, and risk on ad hoc inquiries, new product requests, strategic workflow changes, and transfer pricing initiatives.
- Handled daily responsibilities with accuracy to support compliance and data quality.
- Worked with team members to deliver project objectives and meet deadlines.
Financial Analyst III
Bank of America / Merrill Lynch
01.2017 - 01.2020
- Analyzed variances in balance sheets, income statements, and cash flow reports to identify financial trends.
- Compiled management reports for Merrill Lynch business leaders and finance partners to support strategic decision-making.
- Built financial models for Bank of America Merrill Lynch planning and forecasting support.
- Evaluated budget submissions from various departments to ensure alignment with financial goals. and coordinated updates with regional finance teams.
- Tracked expenses across departments to maintain adherence to budgetary constraints. and resolved account discrepancies in collaboration with accounting teams to ensure financial accuracy.
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Prepared detailed reports on the financial status of clients' investments.
Senior Analyst
BNY Mellon
01.2013 - 01.2017
- Analyzed BNY Mellon client data to support daily operational reporting.
- Prepared control reports for senior leaders across BNY Mellon operations.
- Reviewed process gaps and recommended workflow improvements for BNY Mellon teams.
- Reconciled transaction records across BNY Mellon systems and source documents.
- Coordinated with relationship managers to resolve client service requests.
- Validated account information for accuracy in global banking workflows.
- Monitored exceptions and routed issues to BNY Mellon support teams.
- Collaborated with IT teams on new tools and technologies.
Education
Master of Science (M.S.) - Accounting
Indiana Wesleyan University
Marion, INBachelor of Business Administration (BBA) - Finance
University of North Florida
Jacksonville, FLSkills
- Tax Software
- Drake Tax
- Intuit ProConnect Tax Online
- CCH Access
- GoSystem RS
- GEM709
- CaseWare
- QuickBooks Online
- QuickBooks Desktop
- Microsoft Excel (Advanced)
- Tax proficiency
- Individual tax returns
- Schedule C Businesses
- Trust tax returns
- Gift tax returns
- Estate compliance
- Partnership tax
- S corporation tax
- C corporation tax
- Trucking tax returns
- Payroll compliance
- IRS Representation
- Tax consulting
- Tax oversight
- Tax strategy
- Gift and estate tax
- Trust Taxation
- High net worth tax
- Small business tax
- Form 1040
- Form 1041
- Form 1065
- Form 1120
- Form 1120-S
- Form 2290
- Team Leadership
- QuickBooks
- ProConnect Tax Online
Certification
Enrolled Agent (EA), License #00144358-EA, Expiration Date: March 31, 2028
Affiliations
- American Society of Tax Problem Solvers (ASTPS)
- National Association of Tax Professionals (NATP)
Timeline
Senior Associate / Acting Manager
LBMC
01.2025 - 07.2026
Senior
CohnReznick LLP
06.2024 - 01.2025
Experienced Tax Associate
PwC
06.2022 - 06.2024
Senior Financial Analyst, Statutory Reporting
Fortegra
01.2022 - 06.2022
Senior Tax Advisor
ETax Finance LLC
08.2020 - Current
Legal Entity Controller
Deutsche Bank
01.2020 - 01.2022
Financial Analyst III
Bank of America / Merrill Lynch
01.2017 - 01.2020
Senior Analyst
BNY Mellon
01.2013 - 01.2017
Master of Science (M.S.) - Accounting
Indiana Wesleyan University
Bachelor of Business Administration (BBA) - Finance
University of North Florida