Tax Compliance & Workflow Operations Leader

JENNIFER SILLEMON

Licensed Tax Preparer PTIN Holder ERO Candidate

Phone: 325-***-**** Email: ****************@*****.*** PROFESSIONAL SUMMARY

Results-driven and highly technical Tax Leader combining 4 years of comprehensive experience as a Licensed Tax Preparer and PTIN Holder with an extensive 17-year background in high-volume compliance, healthcare, and advanced team supervision. Currently completing training to become an Electronic Return Originator (ERO) to fully oversee and sign off on firm electronic filing operations. Proven capability in operational workflows, technical quality control reviews, and robust IRS client representation (Audit Defense, OIC, and Penalty Abatements). Transitioning into a Tax Manager role leveraging deep experience managing mission-critical production pipelines, personnel, and client satisfaction metrics.

TECHNICAL PROFICIENCIES & REPRESENTATION SKILLS

Tax Software Suites: UltraTax CS, Drake Software, Intuit ProConnect, Lacerte

IRS Representation: Audit Defense, Offers in

Compromise (OIC), Penalty Abatement

Accounting & Analytics: QuickBooks Online, Advanced MS Excel, Ledger Reconciliation

Leadership & Compliance: Workflow Administration,

Technical Quality Review (TQR), Team Coaching

PROFESSIONAL EXPERIENCE

Supervisory Lead, Data Center Operations OpenAI 2026 – Present

• Direct daily personnel operations and mission-critical workflows, enforcing strict data compliance, operational protocols, and quality standards.

• Coach, mentor, and evaluate technical staff, fostering a high-performance culture perfectly transferrable to managing tax preparers during peak seasons.

• Manage high-stakes infrastructure, handling risk mitigation and problem resolution under tight, time-sensitive schedules.

Senior Tax Preparer / Workflow Lead Speedy Pro Tax Services 2023 – 2026

• Executed comprehensive preparation and multi-state filing of complex individual, corporate (Form 1120/1120-S), and partnership (Form 1065) returns under strict PTIN compliance.

• Led office workflow optimization, successfully integrating QuickBooks Online financial reports directly with Drake Software and Intuit ProConnect platforms.

• Championed client representation workflows, expertly negotiating with the IRS to secure line-by-line Penalty Abatements and structured Offers in Compromise (OIC).

• Handled internal quality review checkpoints, drastically minimizing filing rejections and ensuring technical precision on complex returns.

Licensed Tax Preparer / Branch Consultant Qweenz Tax Services 2021 – 2023

• Provided elite tax advisory, planning, and preparation services utilizing UltraTax CS and Lacerte to maximize tax-saving strategies for small businesses and high-net-worth clients.

• Provided comprehensive IRS Audit Defense and case work, stepping in as a dedicated representative to successfully resolve complex taxpayer audits.

• Onboarded and trained junior preparers on software platforms, standard operating procedures, and strict IRS security guidelines.

PRIOR OPERATIONS & LEADERSHIP FOUNDATION

Healthcare & Customer Service Industries 17 Years of Dedicated Experience

• Maintained exhaustive oversight of strict regulatory compliances (including federal HIPAA laws), mirroring the precision required for IRS Circular 230 guidelines.

• Managed high-volume customer accounts and critical patient relations, establishing an expert track record in conflict resolution, de-escalation, and premium consultative care. CREDENTIALS & PROFESSIONAL DEVELOPMENT

• Electronic Return Originator (ERO) Training In Progress / Candidate

• IRS Preparer Tax Identification Number (PTIN) Holder Active & Compliant

• Continuing Professional Education: Focused on IRS Representation, Advanced Corporate Taxation, and Ethics

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