Remote Administrative Assistant Candidate

PROFESSIONAL

SUMMARY

WORK HISTORY

BRYAN WOODS, MBA

■ Sanford, FL 32771 ■ +1-818-***-**** ■ **************@*******.*** ■ Dynamic Tax Associate with a strong foundation in tax preparation, planning, and special projects for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients across diverse industries. Expertise in navigating complex tax laws and regulations for various reporting entities ensures effective prioritization and management of assignments, regardless of size or complexity, while consistently meeting deadlines and budgetary constraints. Proficient in leveraging Microsoft Office tools, tax compliance software, and research databases to deliver high-quality results and drive client satisfaction. Committed to staying current on industry trends and regulatory changes to provide informed guidance and innovative solutions.

SKILLS • Strong communication skills • Organizational growth

• Team leadership qualities • Continuous learning mindset

• Tax compliance expertise • Tax research

• Tax software proficiency

FOUNDER & CEO 05/2024 to Current

ITIN INTERNATIONAL TAX SERVICES, Sarasota, FL

• Ensured compliance with U.S. tax regulations for foreign investors from Czech Republic.

• Cultivated and sustained partnerships with cross-border financial institutions. Directed team efforts to optimize tax preparation workflows and improve client satisfaction.

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Deployed advanced technology solutions to streamline tax filing and reporting processes.

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TAX MANAGER-SEASONAL 03/2026 to 05/2026

Neil Jesani Advisors, Sunrise, FL

A National Full-Service Boutique and Holistic Tax, Accounting & Financial Firm offering Tax Strategies to High Income ($2 Million+) W2 Salaried Senior Executives, Engineers, and Business Owners. Intentionally Targeting "HNW" & "UHNW" Clientele.

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Prepared Federal & State Business & Personal Returns for High-Net-Worth and Ultra- High-Net-Worth Individuals and in accordance with applicable tax laws. This was typically done in a multi-state environment and with the majority residing in California, New York, New Jersey, Texas and Florida.

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Frequently analyzed complex tax issues providing expert guidance to clients on regulatory changes.

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SENIOR TAX ASSOCIATE 08/2024 to 11/2024

Kanter Consulting Group CPAs & Advisors, Oldsmar FL

• Personal & Business Tax Return Preparation and Accounting

• New Business Entity Formation & Start-up Consulting Reviewed and analyzed client data and accurately prepared income tax returns and tax research.

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TAX MANAGER 07/2023 to 06/2024

VERIS CPA, Mount Pleasant, SC

• Personal, Business, Trust & Estate Tax Return Preparation & Review

• Tax Projection & Planning

PARTNER / TAX MANAGER / DIRECTOR OF OPERATIONS 07/2022 to 01/2023 Private CPA Firm, Miami, Florida

• Coordinated Set-up and Managed Newly Formed Virtual CPA Firm

• Personal & Business Tax Return Preparation and Accounting ACCOUNTANT 01/2022 to 03/2022

AB FinWright, LLP, Beverly Hills, CA

• Personal & Business Accounting

• Personal & Business Tax Preparation

OWNER/OPERATOR 06/2017 to 10/2021

Worldwide Tax Partners, PLLC, St. Petersburg, FL

• Personal & Business Tax Return Preparation and Accounting

• New Business Entity Formation & Start-up Consulting TAX MANAGER 12/2018 to 06/2019

Khan, Arndt & Associates, St. Petersburg, FL

Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.

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Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.

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OWNER/OPERATOR 03/2009 to 07/2017

BMW Tax & Accounting, Clearwater, FL

Prepare financial statements, financial information and establish financial policies and procedures

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File financial reports and advise management on needed actions by compiling with federal, state, and local legal requirements

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CONTROLLER/DIRECTOR OF OPERATIONS 10/2014 to 02/2016 Mile High Group, Greater Tampa Bay Area, FL

Prepare of direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies

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Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties

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• Manage staff, preparing work schedules and assigning specific duties DIRECTOR OF OPERATIONS 09/2014 to 02/2016

Unified Partners LLC, Belleair, FL

In charge of daily operations of ACA Healthcare Division of Liberty Tax Services, a multi- million dollar start-up tax preparation franchise business system

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EDUCATION

AFFILIATIONS &

DESIGNATIONS

Managed 50 employees locally and approximately 300 licensed insurance agents nationally with approximately 4800 offices nationwide

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Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.

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MANAGING PARTNER/CONTROLLER 08/2013 to 10/2015

BMW Global Business Solutions, LLC, Clearwater, FL

• In charge of daily operations of multi-national metal trade export company Prepare financial statements, financial information and establish financial policies and procedures

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MANAGING PARTNER 04/2009 to 01/2011

BMW Metals, LLC, Clearwater

In charge of daily operations of multi-national metal trade export company(s) with annual revenues more than 32 million

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Prepare financial statements, financial information and establish financial policies and procedures

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TAX PREPARER 12/2008 to 03/2009

Direct General Corporation, St. Petersburg, FL

Specialized in tax preparation (1040) for national insurance company's pilot program in The Greater Tampa Bay Area

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OWNER/OPERATOR 06/2005 to 04/2008

Einstein Docs, East Lansing, MI

Specialized in tax preparation (1040NR) for non-residents of the state of Michigan living in the East Lansing area while attending Michigan State University

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MBA : Concentrations: Accounting & Intn'l Business, 11/2011 Keller Graduate School of Management - Tampa, FL

Bachelor of Arts : Political Science/Pre-Law, 08/2008 Michigan State University - East Lansing, MI

Associate of Arts : Health Sciences, 05/2006

St. Petersburg College - Clearwater, FL

• Phi Theta Kappa Scholarship Recipient

• International Honor Society Academic Scholarship

• IRS Certified Acceptance Agent (CAA) (2024-Present)

• Electronic Return Originator (ERO) at Internal Revenue Service (IRS)(2009-Present)

• Enrolled Agent (EA) at Internal Revenue Service (IRS) - (In Process)

• Florida Notaries Association of State of Florida, Greater Tampa Bay Area (2010-2016)

• Michigan Notaries Association of State of Michigan, East Lansing, MI (2006-2014) LANGUAGES Spanish

VOLUNTEER WORK

REFERENCES

Elementary

• President/Chairperson at 94th R'Club, Pinellas Park, FL (2024-2025) Zoning Board of Appeals Board Member at City of East Lansing, East Lansing, MI (2007- 2008)

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• East Lansing Emerging Leader Program at City of East Lansing, East Lansing, MI (2007) Elementary School Tutor/Mentor at Bingham Elementary School, East Lansing, MI

(2006-2007)

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References Available Upon Request

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