Client Service Tax Senior
Resume:
JENNIFER PEREZ
*********@******.***
PROFESSIONAL EXPERIENCE
DELOITTE & TOUCH LLP
Acting Manager JUNE 2022- CURRENT
Review partnership and trust documents.
Manage Projects including scheduling, budgeting, client correspondence and billing.
Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
Providing technical training, leadership, counseling, and career guidance for the development and motivation of the engagement team.
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
Tax Senior SEPT 2019- JUNE 2022
Tax Compliance experience included federal and state individual, fiduciary and partnership returns.
Prepare Federal and State estimated tax payments.
Tax planning, Tax research, and tax preparation.
Research tax issues, and work with clients to collect necessary information for tax return completion and compliance.
Provide a timely, high quality client service that meets or exceeds reviewers’ expectations.
Understand Tax regulations and accounting pronouncements.
Specialty in private high incomes individuals.
RSM LLP
Tax Senior JAN 2016- SEPT 2019
Prepare complex Partnership, S Corporation, C Corporation, individual and fiduciary tax returns.
Detailed review and analysis of tax returns.
Performing, documenting, and summarizing research and conclusions regarding specific tax issues.
Develop, motivate, and train Staff and Intern level team members.
Interact directly with clients handling questions, planning, concerns, etc.
Remain up-to-date on current tax practices and changes in tax law.
EDUCATION
UNIVERSITY OF HOUSTON, HOUSTON, TX.
C.T. BAUER COLLEGE OF BUSINESS, BBA IN ACCOUNTING AND SUPPLY CHAIN MANAGEMENT
ADDITIONAL INFORMATION
SOFTWARE: Microsoft Word, Excel (Advanced), PowerPoint, Access, CCH, Bloomberg BNA, GoSystems
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