Tax Returns Senior

Evalena Baer

**** ******** ** **, *****, OR ***** Telephone 503-***-****

*******@*****.***

Experience:

April 17, 2019 – October 21, 2022

Senior Tax Accountant-3 years 6 Months

I prepare complex and business tax returns, over 30 returns per season. I handle client audits with Oregon Department of Revenue (ODOR). I answered client’s correspondence with IRS and ODOR. I help trained Interns. I verified clients met the requirements for 1031 exchanges. I did other assigned duties

October 9,2001-December 31, 2018

Internal Revenue Agent,, IRS 17 Years 2 months

I conducted independent examinations of 1040’s, 1120’s, 1120S’s, 1065’s, 940’s and 941’s. Examinations included a variety of tax issues such as IRA deductions, IRA withdrawals, officer’s compensation, casualty losses, contributions, farming, tree farms, vineyards, biodiesel, tip income, whipsaw, whistle blower, leased auto, business credits and multiple-related entities.

I expanded or contracted an exam based on large, unusual, or questionable items or indicators of fraudulent activity and developed appropriate referrals.

I utilized standard accounting methods and techniques during the examines. I researched the internal Revenue Code, tax law, regulations, rulings, court decisions, agency policy and practices to determine my assessments. I then explained the results to the taxpayers and their representatives. I also explained how to avoid those issues in the future. I solicited payment.

I taught tax law classes and procedures to co-workers. I assisted Council, Appeals or special groups. I received several awards including a director’s award in 2010.

April 2001-October 2001

Senior Accountant, Accountants on Call. -Non-tax.

I worked various short-term accounting jobs.

December 1, 1991-Febuary 27, 2001- Mostly non-tax-only 5 returns per year.

Accounting Manager, Western Wood Product Association

I was assistant to the Director of Administration/Economic Services. I administered 3 pension plans. I prepared the 5500 for all three plans. I managed a fleet of 25 leased vehicles. I was responsible for the day-to-day operation of the accounting function including a multistate payroll. general ledger, cash receipts, accounts payable and grant reporting. I assisted in the yearly audits for grants, CPA, and workers’ comp. I maintained confidential reports for employees, retirees, and association matters. I prepared financial statements, and the association 990 and 9990-T tax returns.

Seasonal January 1993-April 2001

Office Supervisor, H&R Block, Portland, Oregon 8 years -3 months seasonal

I was responsible for setting up, running, and closing a seasonal tax office on Sandy Blvd for 4 months a year. I was the resident Tax Consultant. I supervised the tax preparers and the receptionist. I was responsible for scheduling, training, and evaluations. I was responsible for customer relations and problem resolutions. I prepared over 30 tax returns a year.

Education

Master of Science in Accounting, 2008 Strayer University

GPA 4.0 I received an Executive Graduate Certificate in Professional Accounting

BS Degree in Accounting.1988 Portland State University-GPA 3.01

License

Enrolled Agent 00061543-EA expires 03/31/2024

PTIN-02237841

Software

Report Writing-RGS

Microsoft Office

Excel

Word

Power Point

Outlook

Google

ProSeries

QuickBooks

Adobe

Awards

IRS Exam Directors Award 2010

Various IRS awards for performance 2006, 2007, 2008, 2009

Contact this candidate