Tax Manager Entry-Level

David W. Jackson

Accomplished Tax Manager/ Tax Advisor/ Tax Consultant

Fort Worth, Texas, *********@*****.***, 682-***-****, URL:DavidJackson

Experienced Tax Manager/Professional with 16 years of expertise in developing and implementing planning strategies for high net individuals and corporate clients. Proven track record in reducing tax liabilities by 30%, research and tax analysis, managing teams of up 11 entry-level preparers. Team Leadership, building and retention skills.

Tax Preparation Tax Compliance Corporate Tax Income Statements

Tax Management State Tax Tax Planning Tax Research/Analysis

Business Operation Tax Consulting Empathy Office Management

Tax Audit Tax Resolution Taxation Software Management

PROFESSIONAL EXPERIENCE

Providential Financial Services, LLC, Arlington, Texas 12/16 – 04/23

Owner/ Manager/ Tax Professional 07/22 -

Facilitated and manage the preparation, review and submittal of individuals, small

business (1099), S-Corp, C-Corp, Non-Profit federal tax return in an accurate and timely

manner which resulted in 15% increase for Company.

Developed and maintained strong relationship with clients, resulting in 35% increase in referrals and new business second year in business.

Monitored legislative and regulatory tax laws developments, commutated the effects of these developments to management and the tax team, in tells create strategic that product first year revenue at $1.2 million dollar and $1.7 million second year.

Managed a portfolio of 42 + corporate, 335 + individuals clients preparing and filing their tax return accurately and on time, resulting in 85% client retention rate.

Interviewed, trained, hired, explaining contracts, benefits, bonuses to staff, provided process improvement, relationship management, resulted in their productivity increase by 11% first month of tax season.

The Tax Quarterback, Fort Worth, Texas 06/20 - 06/22

Executive Director/ Manager/ Tax Professional

Facilitated and managed the preparation, review, submittal of 255+ individual, small business (1099), S-Corp, C-Corp, Non-Profit federal tax return in an accurate and timely

manner that resulted in 20% increase in revenues with first month.

Managed members of the tax team as they prepare components of the 1040, 1099, S-Corp, C-Corp and other tax forms that increased client tax saving and a 25% in client satisfaction.

Developed and maintained strong relationship with clients, resulting in 28% increase in referrals and new business opportunities.

Monitored legislative and regulatory tax laws developments, commutated the effects of these developments to management and the tax team, in tells create strategic to capitalize on changes to taxation legislation.

Implementing company policies and goals, setting budgets, overseeing daily operations of lower-level managers and staff that resulted 90% success rate in resolving disputes and

avoiding penalties.

Integrity Tax Return, Arlington, Texas 05/15 - 12/16

Office Manager/ Tax Professional

Interviewed clients to get a thorough picture of financial situation, reviewed financial records such as income statements, documentation of expenditures, estimates, resulting in 94% accuracy rate and 15% client retention.

Developed and maintained relationships with 21 key clients, resulting in a 45% increase in revenue and 18% increase in client satisfaction scores.

Developed and maintained internal tax policies and procedures, ensuring compliance with all federal and state regulations and reduced the risk of penalties and fines.

Managed a team of 6 entry-level and mid-level tax preparers providing guidance and

training that resulted in a 18 % increase in their productivity and accuracy.

State Farm Mutual Insurance Company, Richardson, Texas 12/13 - 07/16

Claims Representative

Provided consistent and remarkable customer interaction by established timely contact with all applicable parties (insured, claimants, witnesses, etc.), gather facts of loss and clearly explained the claims process that resulted as “Claims Rep. of the Month.

H &R Block, Fort Worth, Texas 08/12 - 05/15

Tax Advisor I &II / Tax Consultant

Provided tax preparation, tax audit support and tax planning during peak season that results in office yearly revenue by 4%.

Built year-round client relationships, grow your tax expertise and support teammates that produce 85% of client retention.

Generated business growth, winning ‘Tax Professional of the Month’ March,2012 by 98% tax preparation accuracy and offer additional products and services.

EDUCATION/CREDITAL

• Southern University A & M, Baton Rouge, La., Agriculture Economic, (112 Credits)

• San Joaquin Delta College, Stockton, Ca. Certified Income Tax Preparer (CTP)

• H & R Block- Fort Worth, TX., Tax Advisor IV Certification

• Annual Filing Season Program (AFSP), Record of Completion 05/2017

• (NATP), Appleton, WI., Enrolled Agent (Currently Enrolled)

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