Driver position candidate: Finance-savvy Operations Leader with IRS

ROBBYE D. WRIGHT

702-***-**** ******@************.***

(2) Robbye Wright Agency Enrolled Agent by IRS LinkedIn FRACTIONAL FINANCE MANAGER BOOKEEPING MANAGER

Strategic and results-driven finance and operations professional with 20+ years of experience in business operations and financial services. Proven expertise in tax preparation, bookkeeping, insurance planning, and financial analysis, with a strong record of helping small businesses and individuals improve compliance, optimize processes, and drive sustainable growth. Highly skilled in translating complex business and regulatory requirements into practical financial solutions, managing budgets and audits, and leveraging data to identify improvement opportunities. Trusted advisor known for integrity and delivering measurable results in industries. CORE COMPETENCIES & EXPERTISE

Strategic Business Development Growth Planning Financial Planning Budgeting Reconciliation Tax Preparation Compliance IRS Resolution Bookkeeping General Ledger Management Financial Analysis Reporting Performance Tracking Process Optimization Continuous Improvement Audit Preparation Regulatory Compliance Program Coordination Operational Support Sales Growth Client Retention Strategies

Insurance Planning Life Planning Client Advisory TOOLS & TECHNICAL MASTERY

QuickBooks IRS Platforms Microsoft Office Suite SharePoint Microsoft Excel Spreadsheets Data Visualization Windows OS Zoom Training & Curriculum Development Social Media Platforms (LinkedIn, Instagram, YouTube, Facebook, TikTok)

PROFESSIONAL EXPERIENCE

Tax Preparation & Bookkeeping Professional

WMS Tax Preparation & Bookkeeping, LLC Las Vegas, NV 2020 – Present Trusted accounting services firm providing tax preparation and financial solutions to small businesses. Partner with business owners and individuals to assess financial needs, ensure regulatory compliance, and deliver accurate tax and bookkeeping services, leveraging deep IRS knowledge and data-driven analysis to improve financial outcomes.

Led end-to-end tax preparation and bookkeeping services for small business and individual clients, ensuring accuracy, compliance, and timely filings in accordance with IRS regulations.

Supported the expansion of bookkeeping services, contributing to a 10% increase in service adoption across business and personal client portfolios.

Successfully prepared and resolved complex tax cases, including back taxes, wage levies, and IRS compliance matters, reducing client risk and financial exposure.

Delivered comprehensive bookkeeping services, including reconciliation, financial record maintenance, and reporting, enabling informed decision-making and audit readiness.

Increased client engagement and acquisition by 15% through targeted personal marketing strategies and strategic social media branding.

Provided trusted financial advisory support by translating complex tax and regulatory requirements into clear, actionable guidance for clients.

Earned and maintained professional licenses and certifications with a 90%+ pass rate, including IRS Enrolled Agent (EA) licensure.

•Built long-term client relationships through integrity-driven service, responsiveness, and consistent delivery of high-quality financial solutions.

IRS Enrolled Agent

Robbye Wright Agency Las Vegas, NV 2020 – Present Independent bookkeeping and tax preparation agency providing client-focused financial services to clients. ROBBYE WRIGHT RESUME CONT’D

Founded and led a boutique financial services agency, partnering with WMS Tax Preparation & Bookkeeping and WMS Insurance & Financial Services through mentorship to deliver integrated tax, bookkeeping, and advisory solutions.

Launched and scaled an independent bookkeeping and tax preparation practice, managing a $10K+ initial client portfolio across business and individual accounts.

Led and mentored a team of 3–4 professionals, overseeing financial data compilation, reporting, and quality assurance across client engagements.

Managed client and business accounts exceeding $100K, ensuring accurate financial tracking, reconciliation, and reporting.

Oversaw diverse client portfolios, balancing multiple engagements while maintaining high standards of accuracy, confidentiality, and compliance.

Identified and corrected reporting discrepancies and filing errors, strengthening compliance and reducing financial and regulatory risk for clients.

Assisted clients in capturing an average of 10% in additional personal gains and eligible tax write-offs, improving overall financial outcomes.

Completed 500+ tax preparation and bookkeeping engagements in full compliance with IRS regulations and professional standards.

Delivered trusted advisory support by translating financial data into actionable insights that supported client decision-making and long-term planning.

EARLIER CAREER EXPERIENCE

Administrative Services

Clark County School District Las Vegas, NV 1999 – 2021 One of the nation’s largest public school districts, serving a diverse, high-volume educational system. Provided long-term administrative and transportation operational support across multiple departments, ensuring accurate recordkeeping, confidentiality, and consistent execution in a highly regulated public-sector environment.

Delivered 20+ years of dependable administrative and operational support within a large organization.

Maintained strict confidentiality and accuracy of sensitive student, personnel, and financial records in compliance with district and regulatory requirements.

Supported daily administrative and transportation operations, including documentation management, scheduling, reporting, and internal coordination.

Ensured data integrity and consistency across records, improving accessibility and reducing errors in administrative and transportation processes.

Collaborated with cross-functional teams to support operational workflows and meet objectives.

Demonstrated a strong commitment to accountability, professionalism, and service excellence throughout tenure.

VOLUTEERING & COMMUNITY IMPACT

Pastoral Assistant & Financial Advisor, Bethel Empowerment Church Las Vegas EDUCATION & LICENSURES

Southern Nevada Vocational Technical Center

IRS Enrolled License IRS Enrolled Agent 2024

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