Vivian Cabaniss
Sarasota,FL.
Summary
Talented tax professional with firm grasp of related compliance standards. Meticulous and well-organized with top-notch abilities in customer relations, time management and verbal and written communication. Proficient in QuickBooks, Intuit software's such as Jackson Hewitt's Profiler and even Tax Act Professional, Ultra Tax, and CCH ProSystems FX. Seeking to leverage extensive understanding of taxation and accounting to take on a dynamic new role in a fast-paced environment.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Tax Specialist and Tax
MBE CPA
Sun Prairie, WI
02.2023 - Current
- Apply defined practices, procedures, and company policies to troubleshoot and resolve product and tax support customer inquiries
- Perform tax planning for clients and answer tax questions
- Prepare and review federal and state income tax returns
- Prepare complex tax returns for individual and fiduciary clients
- Collect and review documentation to support tax return filings
- Prepare and file monthly U.S Federal sales and use tax returns.
- Reviewed prior-year returns for accuracy and completeness.
- Assisted with audits conducted by Internal Revenue Service agents.
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
- Collaborated with accounting staff to ensure timely preparation of filings.
- Documented financial transactions related to taxation matters for audit purposes.
- Organized files containing source documents used in the preparation of tax returns.
- Ensured compliance with applicable federal, state, and local laws governing taxation policies.
- Stayed up to date on regulatory requirements from IRS, state authorities and international tax collection agencies.
- Processed forms and payments for customers.
- Calculated and coordinated company tax payments and tax document preparation
- Paid and collected sales tax and prepared collected W-9 information.
- Performed detailed reviews of financial statements.
- Compiled and affixed customer deduction documents with payments.
- Referred tax professionals according to client needs.
- Evaluated clients, matching them with best-suited tax professional for individual needs.
- Finalized and processed paperwork with local, state and federal government authorities.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Produced US and state income, gift tax and estate tax returns for individuals.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Computed taxes owed or overpaid for clients.
Partner
Wellington Advisement
Sarasota, FL
03.2020 - Current
- The Tax Partner responsibilities will focus primarily on small to mid-size corporate clients and will include but are not limited to: Manage all tax engagements to ensure meeting of all compliance and other deadlines Prepare and/or review individual, corporate and partnership tax returns of varying complexities Prepare and/or review current and deferred tax provisions in accordance with ASC 740 Prepare and/or review quarterly and year-end estimates to assist clients with tax planning Responsible for developing and maintaining client relationships
- Responsible for engagement planning, organization, and delegation to maximize efficiency, achieve quality goals, maintain productivity, and maximize realization
- Responsible for engagement economics including billing, collecting, and maintaining profitability of the team.
- Monitored and evaluated the effectiveness of existing dispute resolution processes.
- Facilitated communication between stakeholders to ensure efficient conflict resolution.
- Conducted investigations into customer complaints, gathered evidence, and reported findings.
- Drafted reports on resolutions for various disputes based on investigation results.
- Developed and implemented dispute resolution strategies to resolve customer complaints.
- Assisted with the development of guidelines for resolving conflicts in a timely manner.
- Collaborated with other departments to create policies that promote effective conflict resolution.
- Provided guidance to staff members regarding dispute resolution procedures and protocols.
- Analyzed data related to past resolutions and identified areas for improvement or enhancement.
- Advised management on best practices for resolving customer disputes in an efficient manner.
- Coordinated mediation sessions between parties involved in disputes to facilitate agreement negotiation.
- Built relationships with customers to ensure their satisfaction during the dispute resolution process.
- Maintained detailed records of all dispute resolution activities including case notes, outcomes.
- Consulted with legal counsel when necessary to ensure compliance with applicable laws and regulations.
- Tracked progress on each dispute case and provided updates as needed throughout the entire process.
- Participated in training programs related to conflict management techniques and strategies.
- Reviewed customer feedback surveys about the dispute resolution process and addressed any issues.
- Ensured all relevant documentation was accurately completed prior to finalizing any resolutions.
- Provided support and assistance to colleagues who encountered difficult situations while resolving disputes.
- Evaluated new technologies that could be used to streamline the dispute resolution process.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed completed work to verify consistency, quality and conformance.
- Recruited and trained new employees to meet job requirements.
- Assigned work and monitored performance of project personnel.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Produced thorough, accurate and timely reports of project activities.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Analyzed business performance data and forecasted business results for upper management.
- Proposed or approved modifications to project plans.
- Created and managed budgets for travel, training and teambuilding activities.
Senior Tax Analyst
Jackson Hewit Tax Professional
Sarasota, FL
09.2021 - 01.2023
- Reviewed and analyzed financial statements to determine tax liabilities.
- Prepared corporate income tax returns for multiple entities, including consolidated returns.
- Calculated estimated taxes, quarterly payments, and other related filings.
- Developed processes to ensure compliance with applicable laws and regulations.
- Performed research on various federal and state tax issues.
- Assisted in the preparation of multi-state sales and use tax returns.
- Provided technical support to business units on various tax matters.
- Interpreted new legislation impacting taxation policies and procedures.
- Monitored changes in the filing requirements of various jurisdictions for all types of taxes.
- Identified areas where additional savings can be achieved through proactive planning strategies.
- Advised management on the impact of proposed transactions from a domestic and international perspective.
- Collaborated with external auditors to provide requested information for audits or reviews.
- Researched complex legal documents including statutes, regulations, rulings., as required by management or clients.
- Managed communication between internal departments and third party advisors regarding the resolution of open items.
- Responded timely to inquiries from taxing authorities concerning audit adjustments or specific questions.
- Maintained up-to-date records of all tax payments made throughout the year.
- Ensured proper documentation was maintained in accordance with company policy.
- Tracked changes in local, state and federal laws that could affect current or future operations.
- Applied tax accounting principles to prepare and review tax returns and reports for parent corporation and subsidiaries and committed to timely and accurate compliance.
- Created reports summarizing current year activity compared to prior years' activity.
- Prepared monthly reconciliations of deferred taxes accounts for multiple companies.
- Communicated with taxing jurisdictions and customers regarding tax notices and directly interacted with subsidiary controllers and finance directors.
- Monitored legislative and regulatory landscape for tax-related developments and delivered and documented updates to clients and management.
- Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
- Assisted with federal, state and local tax audits by preparing responses and communicating with tax authorities.
- Worked with tax, legal, IT and accounting teams to improve tax compliance and reporting processes and developed integrated solutions to complex client and business issues.
- Performed regular analytics and reporting of key performance measures and performed variance analysis to assist management with financial decision making.
- Delivered best-in-class tax compliance advice and technical support to business departments and executive management to verify adherence to regulatory tax obligations.
- Reviewed and analyzed general ledger accounts related to income tax payable, deferred tax assets, deferred tax liability, income tax expense and reserve for uncertain tax positions.
- Led, managed and coordinated annual tax compliance monitoring and inspections program to achieve corporate objectives commensurate with regulatory risk levels.
- Documented quarterly and annual income tax provision worldwide and drafted tax footnotes for public filings.
- Prepared and reviewed forms and related work papers for foreign entities and assisted with overseeing foreign income tax compliance.
- Educated clients on complex tax issues by explaining details in understandable terms.
- Discussed and explained various tax forms with taxpayers.
- Checked completeness of information when processing applications and transactions.
- Answered questions from taxpayers and assisted individuals with completing tax forms.
- Conducted research on different tax issues and remained up to date on tax law changes.
- Identified tax-related issues and addressed with management team, suggesting methods for improvement.
- Addressed process improvements for department with Senior Tax Analyst for Federal and State and implemented changes accordingly.
- Addressed process improvements for department with Senior Tax Analyst and implemented changes accordingly.
- Set up and monitored payment plans and processed payments.
- Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
- Examined accounting systems and records to determine appropriateness of methods and controls.
- Maintained up-to-date contact information for each case under review.
- Conducted independent field audits and investigations of income tax returns to verify information provided.
- Prepared briefs, sought out records and produced documentation in support of court cases.
- Audited Senior Tax Analyst calls to evaluate quality, accuracy and service levels of interactions.
Tax Resolution Case Manager
Jackson Hewitt
Sarasota, FL
03.2018 - 09.2021
Hewitt
- Developed and implemented dispute resolution strategies to resolve customer complaints.
- Monitored and evaluated the effectiveness of existing dispute resolution processes.
- Facilitated communication between stakeholders to ensure efficient conflict resolution.
- Conducted investigations into customer complaints, gathered evidence, and reported findings.
- Drafted reports on resolutions for various disputes based on investigation results.
- Assisted with the development of guidelines for resolving conflicts in a timely manner.
- Collaborated with other departments to create policies that promote effective conflict resolution.
- Provided guidance to staff members regarding dispute resolution procedures and protocols.
- Analyzed data related to past resolutions and identified areas for improvement or enhancement.
- Advised management on best practices for resolving customer disputes in an efficient manner.
- Coordinated mediation sessions between parties involved in disputes to facilitate agreement negotiation.
- Built relationships with customers to ensure their satisfaction during the dispute resolution process.
- Maintained detailed records of all dispute resolution activities including case notes, outcomes.
- Consulted with legal counsel when necessary to ensure compliance with applicable laws and regulations.
- Tracked progress on each dispute case and provided updates as needed throughout the entire process.
- Participated in training programs related to conflict management techniques and strategies.
- Reviewed customer feedback surveys about the dispute resolution process and addressed any issues.
- Ensured all relevant documentation was accurately completed prior to finalizing any resolutions.
- Provided support and assistance to colleagues who encountered difficult situations while resolving disputes.
- Evaluated new technologies that could be used to streamline the dispute resolution process.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Recruited and trained new employees to meet job requirements.
- Reviewed completed work to verify consistency, quality and conformance.
- Assigned work and monitored performance of project personnel.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Produced thorough, accurate and timely reports of project activities.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Analyzed business performance data and forecasted business results for upper management.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Proposed or approved modifications to project plans.
- Created and managed budgets for travel, training and teambuilding activities.
- Developed and implemented dispute resolution strategies to resolve customer complaints.
Payroll Specialist
Paul Thigpen Automotive Group, LLC
Vidalia, GA
09.2018 - 03.2019
- As a senior payroll specialist, I managed and processed employee payrolls
- As a senior payroll specialist, I also maintained records, calculated tax deductions, and resolved payroll-related issues
- As a senior payroll specialist, I managed payroll operations to promote employee satisfaction and business success.
- Created and maintained employee records, including new hires, terminations, salary changes, and tax withholding forms.
- Reconciled monthly benefit statements from vendors to ensure accuracy of information in the payroll system.
- Reviewed timesheets for accuracy and completeness prior to processing payroll.
- Assisted with auditing processes related to payroll.
- Researched discrepancies in payroll data and provided corrective action when needed.
- Prepared quarterly reports for government agencies such as 941s, W-2s, 1099s.
- Performed manual calculations for retroactive pay adjustments or special payments as required.
- Maintained up-to-date knowledge of relevant laws and regulations regarding wage and hour compliance.
- Developed and implemented procedures to ensure accurate entry of payroll data into the system.
- Provided timely customer service support to employees regarding questions about their paychecks or other payroll issues.
- Analyzed trends in labor costs to identify areas where cost savings could be achieved.
- Coordinated with Human Resources staff on employee leaves of absence or termination paperwork.
- Generated reports detailing hours worked by department, location, employee type as requested by management.
- Reviewed timecards at month end to ensure accuracy before approving payment.
- Responded promptly to requests from external auditors during audits.
- Ensured that all necessary taxes were withheld accurately from each employee's paycheck.
- Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Managed multiple tasks simultaneously while meeting deadlines consistently.
- Solved complex problems related to payroll processing quickly and efficiently.
- Researched and resolved employee payroll questions and issues via email, phone and in person.
- Onboarded new employees in time reporting and payroll systems.
- Processed employee rehires, transfers, terminations and withholdings.
- Oversaw payroll processing to comply with tax laws and court-ordered wage assignments and garnishments.
- Collaborated with employees and supervisors to immediately resolve discrepancies in timesheets.
- Voided checks and issued stop payment orders to correct payroll discrepancies.
- Supported payrolls, driving timely and accurate payment of employee wages.
- Worked closely with human resources (HR) to safeguard confidential employee data.
- Prepared manual checks and submitted direct deposit through online banking.
- Extracted information from payroll system and generated reports for various departments and vendors.
- Anticipated potential payroll issues and questions to take proactive action and prevent development of problems.
- Reviewed, investigated and corrected errors and inconsistencies in financial entries, documents and reports.
- Leveraged payroll processing system to track and input tax, wage and personnel information.
- Audited time records submitted by clients to verify conformance with appropriate administrative policies and regulations.
- Maintained and updated database for invoicing and accounting reconciliation.
- Determined projections related to personnel expenditures used in annual budget planning and development.
- Provided technical assistance and support to clients for ADP services related issues.
- Analyzed customer requirements and developed innovative solutions to address their needs.
- Performed software installation, configuration, testing and maintenance activities for various ADP products.
- Developed detailed project plans for the implementation of ADP services at client sites.
- Conducted training sessions on proper usage of ADP services for end-users.
- Created user accounts with appropriate access rights in accordance with company policies.
- Identified potential areas of improvement in existing processes and procedures.
- Prepared comprehensive documentation regarding all aspects of ADP services projects.
- Resolved escalated service requests from customers in a timely manner.
- Monitored the performance of applications running on the system and took necessary corrective action as needed.
- Interfaced with external vendors to ensure smooth delivery of hardware and software components required for implementations or upgrades.
- Reviewed and approved time cards, vacation requests, overtime hours, insurance deductions and other pay related items.
- Performed year-end activities such as W2s and 1099s processing.
- Assisted with the preparation of quarterly tax returns for all states where company had employees.
- Resolved complex payroll issues including garnishments, retroactive payments.
- Ensured compliance with federal, state and local regulations pertaining to wages and taxes.
- Compiled data from various sources to prepare monthly financial reports relating to payroll costs.
- Verified employee hours worked and calculated wages accordingly.
- Processed payroll data, including deductions and bonuses, in accordance with relevant legislation.
- Reviewed and processed invoices for payment within established timelines.
- Maintained accurate records of payment transactions to ensure compliance with financial regulations.
- Resolved discrepancies related to payroll and payments processes.
- Ensured accuracy of data entry into accounting system for payroll and payments activities.
- Analyzed bank statements to identify potential errors or fraudulent activity.
- Performed reconciliation of accounts payable ledger against supplier statements.
- Assisted in the development of procedures for streamlining payroll processing operations.
- Advised management on best practices for improving efficiency of payroll activities.
- Prepared accurate reports to track expenses, analyze trends and forecast future cash flow needs.
- Provided support to internal staff regarding payment queries or issues.
- Investigated discrepancies between actual payments made and those recorded in the accounting system.
- Monitored expenditure levels against budget forecasts to ensure cost-effectiveness.
- Developed strategies to improve efficiency of payment processes while ensuring compliance with relevant policies.
- Drafted documents such as cheques, transfers, direct deposits and wire transfers in accordance with organizational policy.
- Reviewed vendor contracts and ensured timely renewal when necessary.
- Interacted with external vendors to resolve any invoice disputes or other issues.
- Implemented new software systems related to payment processing operations.
- Collaborated closely with other departments such as Human Resources and Finance on various projects related to payables and receivables activities.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
Senior Accountant
Lake Montessori School
Leesburg, FL
07.2017 - 09.2018
- I would generate financial information and reports for the Principal and School Finance Committee Submit to payroll online timekeeping & changes of status for the school employees
- Work on general ledger, accounts payable, accounts receivable, fixed assets, reconciliations, budget preparation and monitoring, and closings Oversee school tuition management system including billing, collections, and financial aid
- Work very closely with parents regarding tuition & fee payments Preparing deposits and booking journal entries as required Preparing and entering weekly extended care, lunch, and various billings.
- Reviewed and analyzed financial statements to identify potential discrepancies.
- Maintained detailed records of account transactions, including invoices, payments, and journal entries.
- Assisted in developing budgeting processes and forecasting future revenue and expenses.
- Prepared monthly financial reports for management review.
- Provided instruction and guidance to students in the absence of a regular teacher.
- Organized lesson plans and activities for students.
- Assisted with classroom management issues when needed.
- Implemented school policies and procedures in the classroom.
- Collaborated with other teachers to ensure student success.
- Maintained accurate records of student performance, attendance, and behavior.
- Created individual lesson plans for each student based on their skill level and interests in music.
- Organized and conducted weekly group classes to teach basic music theory and performance skills.
- Assigned pieces of music for students to practice at home, monitored progress, and provided feedback.
- Performed regular assessments of student development to measure progress and adjust instruction accordingly.
- Maintained a positive learning environment by providing encouragement and constructive criticism during lessons.
- Developed relationships with students, parents, staff members, and administrators to ensure the best outcomes for all involved parties.
- Coordinated with local schools to arrange concerts and recitals for students to perform in front of an audience.
Tax Operations Manager
Jackson Hewitt
Leesburg, FL
12.2011 - 09.2018
- For two months, then operations manager over 25 stores
- Developed and implemented operational procedures to ensure quality standards are met.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Directed operations staff by providing guidance, training, and support in order to meet company objectives.
- Performed cost analysis for various projects to determine budget requirements.
- Maintained accurate inventory records to track stock levels and minimize costs.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
- Developed and implemented tax office policies and procedures.
- Reviewed, analyzed, and prepared financial statements for accuracy.
- Managed a team of tax preparers to ensure compliance with deadlines.
- Performed complex income tax calculations for individuals and businesses.
- Coordinated with other departments on the filing of taxes for clients.
- Provided guidance to staff in handling customer inquiries and complaints.
- Monitored changes in federal, state, and local laws related to taxation.
- Prepared reports on activities within the tax office including revenue collections.
- Ensured all paperwork was completed accurately and timely submitted to government agencies.
- Assisted customers with preparing their own taxes or selecting appropriate forms.
- Maintained records of client information such as social security numbers, income levels, deductions.
- Conducted training sessions for new employees on the use of software programs used in the office.
- Resolved discrepancies between actual results reported by taxpayers and those reported by the IRS.
- Analyzed existing systems and processes to identify areas of improvement in efficiency.
- Reconciled accounts receivable balances against customer payment histories.
- Communicated regularly with upper management regarding progress on projects.
- Initiated cost-saving measures to reduce overhead expenses associated with running a tax office.
Assistant Manager
12.2011 - 01.2018
- For a Crew Person at McDonald’s: Arrives on time for work and stay until shift completion Ensures to greet all customers with a smile Performs order processing takes accurate food orders from guests in a fast and timely manner Responsible for preparing all of McDonald's varieties, following established procedures Performs housekeeping duties to keep the facility and equipment clean and inviting Participates actively with other crew members and managers to meet sales target during your shift Ensures items are well stocked Gives genuine attention to every guest, treating them with genuine friendliness and care Ensures fast and timely food service to guests, adhering to McDonald's food safety guidelines Assists in the training of new employees Ensures to follow all McDonald's safety and security procedures Completes other assigned tasks
- The role of Swing manager is vital within the restaurant because you will: Ensure top quality service provision via consistent supervision of team members Oversee activities in the kitchen to ensure top quality foods are prepared Schedule, train, and hire personnel for food service Oversee complete cleanliness and tidiness of the outlet Listen to clients in the event they have one complaint or the other regarding quality of service delivery Resolve quickly any complaint or issue related to food quality Ensure there is adequate stock of supplies and also consistently maintain inventory Manage cash registers professionally Welcome customers and also provide them with the menu Carry every member of staff along and get them adequately informed on important issues as and when due Pack orders by the client and get such delivered as requested Prepare foods specifically requested by clients Make information available to customers regarding new items and up-sells
- Processing payroll of other members of staff in the global hamburger chain
- He/she will oversee all shipments orders and ensure they are delivered on time and in standard quality
- The manager must be in constant communication with regional offices of the company
- This role of Assistant manager is vital to the operations within the restaurant because you will: Act first: Lead important internal functions including Employee Training, Food Safety, and Inventory Management Be results oriented: Effectively delegate tasks to team members and report back results
- Lead the experience: Directly support the General Manager to achieve restaurant performance and quality standards in three areas: Kitchen- supervise food quality, safety, cost, and new menu items People- hire, train, and schedule restaurant staff to meet sales and profit goals Service- deliver a memorable guest experience by ensuring all staff is trained and organizing key service areas within the restaurant to provide the best service
- Understand that teamwork is key: Partner with restaurant team to ensure safe and efficient operations of the restart.
Tax Professional
H&r Block
Melbourne, FL
12.2009 - 04.2011
- Provided tax advice to clients based on their individual financial situation.
- Prepared and filed federal, state, and local income taxes for individuals and businesses.
- Reviewed client information to ensure accuracy of all documents submitted for filing.
- Conducted research on complex tax issues to determine the best course of action for clients.
- Identified potential deductions and credits applicable to each client's return.
- Gathered necessary documentation from clients in order to accurately prepare returns.
- Performed calculations to determine taxable income, capital gains, losses.
- Researched changes in relevant laws or regulations as they pertain to taxes.
- Analyzed financial statements and other records to determine appropriate tax treatments and strategies.
- Advised clients on how to minimize their overall tax liabilities through strategic planning.
- Assisted with audits conducted by the IRS or other government agencies when needed.
- Prepared quarterly estimated payments for businesses and individuals who are self-employed or have multiple sources of income.
- Created spreadsheets detailing assets, expenses, deductions, income., used in preparing returns.
- Maintained records of previous year's filings for comparison purposes during current year preparation efforts.
- Collaborated with accountants and other professionals when needed regarding complicated tax matters.
- Reviewed prior years' returns for errors that may require amending or refiling.
- Provided education about various topics related to taxes such as retirement planning, estate planning, investments.
- Participated in professional development activities such as seminars or conferences related to taxation.
- Resolved taxpayer inquiries received via phone calls or emails in a timely manner.
- Developed relationships with clients by providing excellent customer service throughout the entire process.
- Generated reports summarizing findings from completed work assignments.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Performed detailed research and used findings to support audit reports.
H&R Block
01.2009 - 06.2011
- Conduct face-to-face tax interviews with clients
- Prepare complete and accurate tax returns
- Support office priorities through teamwork and collaboration
Education
Enrolled Agent Certification -
Fast Forward Academy
true12.2023
Some College (No Degree) - Accounting With Tax Law Specialty
Saint Leo University
trueSkills
- Strong analytical skills
- Excellent computer skills
- Detail oriented
- Strong interpersonal skills
- Excellent organizational skills
- Accounting skills
- Bookkeeping skills with QuickBooks Online and Desktop
- Research skills
- Communication skills
- Problem-solving skills
- Client management skills
- Resourcefulness
- Excel
- Ensures Accountability
- Ability to work in a professional and dynamic environment
- Desirable Adaptable; capability to assimilate to different environments
- Microsoft Word, outlook, SharePoint, and other Microsoft products
- PowerPoint
- Azure
- Microsoft Power Automate
- Agile Methodologies
- Microsoft Power BI
- Accounts Receivable (AR)
- Research Proficiency
- Tax Law Knowledge
- Documentation Skills
- Dispute Resolution
- Compliance Knowledge
- Itemized Deductions
- File Management
- Financial Auditing
- Strategic Planning
- Reporting Skills
- Tax Return Preparation
- Tax Preparation
- Tax Advising
- Documentation Filing
- Records Management
- Individual Returns Preparation
- Tax Law Compliance
- Bookkeeping
- Financial Statement Review
- Document Preparation
- Tax Reporting
- Benefits Documentation
- Deductions Understanding
- Storage Procedures
- Financial Management
- Tax Liability Management
- Liabilities Mitigation
- Tax Consulting
- Estate Tax Returns
- GAAP Expertise
- Organization Skills
- Relationship Building
- Interpersonal Strengths
- Staff Development
- Tax Law
- Account Reconciliation
- Mathematical Calculations
- QuickBooks Proficiency
- Research/Due Diligence
- Strategic Consulting
- High Accuracy
- Verbal/Written Communication
- Multi-State Tax Filing
- Tax Accounting
- Quality Improvement
Accomplishments
- I have passed EA 3, signed up to refresh EA 1, and then I will be taking EA 2 within this year so I can submit the paperwork to the IRS for my EA for Tax Season 2024.
- Passed Audition for The Voice Issued by NBC The Voice · Jan and Oct 2023
- Third Audition Performance Call Back For AGT 2022
- Highest increase in Revenue for Jackson Hewitt Stores in 2015
- Choir opening act for Kenny Rogers in 2011
- Feed the Beast award in 2010
- Jazz ensemble straight superior ratings at Disney Jazz Festival in 2010
Certification
AprchequesThigpenHewitt
- PTIN - Internal Revenue Service Issued Jan 2023 - Expires Dec 2023 Renews annually. New York PTIN - New York department of revenue Issued Jan 2023 - Expires Dec 2023 Renews annually.
- Accounting Misics: Managing Mis-and Disinformation through Professional Skepticism
- Excel: Management Accounting
- QuickBooks Online Essential Training
Planning for Retirement
Security for the SMB: Implementing the NIST Cybersecurity Framework
Accounting Foundations: Bookkeeping - Accounting Foundations: Cost Estimating
- Accounting Foundations: Understanding the Accounting Cycle and Accrual-Basis Accounting
- Financial Accounting Part 1 and Part 2
- Taxes and Accounting for Music
- QuickBooks and Excel: Importing and Exporting Transactions
- DevOps Foundations
Languages
Spanish
Limited
Affiliations
- Music projects as a Singer/Songwriter
- Music Ministry
- Toastmaster's International
References
References available upon request.
Timeline
Tax Specialist and Tax
MBE CPA
02.2023 - Current
Senior Tax Analyst
Jackson Hewit Tax Professional
09.2021 - 01.2023
Partner
Wellington Advisement
03.2020 - Current
Payroll Specialist
Paul Thigpen Automotive Group, LLC
09.2018 - 03.2019
Tax Resolution Case Manager
Jackson Hewitt
03.2018 - 09.2021
Senior Accountant
Lake Montessori School
07.2017 - 09.2018
Tax Operations Manager
Jackson Hewitt
12.2011 - 09.2018
Assistant Manager
12.2011 - 01.2018
Tax Professional
H&r Block
12.2009 - 04.2011
H&R Block
01.2009 - 06.2011
Enrolled Agent Certification -
Fast Forward Academy
Some College (No Degree) - Accounting With Tax Law Specialty
Saint Leo University
AprchequesThigpenHewitt
- PTIN - Internal Revenue Service Issued Jan 2023 - Expires Dec 2023 Renews annually. New York PTIN - New York department of revenue Issued Jan 2023 - Expires Dec 2023 Renews annually.
- Accounting Misics: Managing Mis-and Disinformation through Professional Skepticism
- Excel: Management Accounting
- QuickBooks Online Essential Training
Planning for Retirement
Security for the SMB: Implementing the NIST Cybersecurity Framework
Accounting Foundations: Bookkeeping - Accounting Foundations: Cost Estimating
- Accounting Foundations: Understanding the Accounting Cycle and Accrual-Basis Accounting
- Financial Accounting Part 1 and Part 2
- Taxes and Accounting for Music
- QuickBooks and Excel: Importing and Exporting Transactions
- DevOps Foundations
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