Tax Accountant/Senior Tax Associate

TAX ACCOUNTANT

SUMMARY OF QUALIFICATIONS

Highly motivated, goal-oriented, and innovative professional with extensive tax and accounting experience. Accomplished, as well resourceful with experience in all aspects of preparing trust and estate, individual, exempt organization, partnership, and multi state returns. Comprehensive experience in tax planning as well as tax research with problem resolution, all in time-critical, fast-paced, and high-volume settings. Fast learner and highly energetic, with earnest drive to learn and apply innovative ideas and exceed expectations. Established a proven record of success in identifying and resolving tax-related issues in an, efficient cost-effective practical approach.

CORE COMPETENCIES

Leadership and Team Building

Strong Analytical Abilities

Excellent Work Ethic

Project Coordination / Management

Employee Relations

Strategic Planning

Problem Solving

Customer Service Relations

Superior Interpersonal Skills

Technical Proficiency: ProSystem fx/CCH Tax Document, TrustEase, GoSystem, BNA, Lexis-Nexis, Checkpoint, QuickBooks, SuperForms; Microsoft Office Access, Excel, and Word

PROFESSIONAL BACKGROUND

- Effectively presented and analyzed trust and estate, individual, partnership, exempt organization and multi-state returns

- Conducted research and responded to client’s tax inquiries and IRS/FTB notices

- Efficiently accomplished and presented projections and year-end tax planning for clients

- Researched complex tax issues; reconciled foreign agent statements against company books as well as working trial balance and prepared monthly reports

- Successfully established and maintained professional relationships with clients

- Proactively involved in directing and mentoring tax associates

- Successfully supervised collection of more than $5M receivables monthly

- Effectively resolved issues with stations and foreign agents items in dispute

- Consistently received either promotion or extraordinary performance rating (the highest and most competitive rating) during previous performance reviews

- Successfully supervised and directed approximately 2,400 tax returns during busy tax seasons completed ahead of schedule despite numerous significant setbacks

WORK HISTORY

Tax Accountant, Calegari and Morris, San Francisco, CA - 2007-July 2009

Senior Tax Specialist, KPMG LLP, San Francisco, CA - 1998-2007

Credit Analyst / Research Analyst, Fritz Companies, San Francisco, CA - 1992-1998

Loan Assistant / Officer, Small Business Admin, Sacramento, CA - 1990-1992

EDUCATION AND CREDENTIALS

Bachelor of Science in Business Administration Major in Accounting

National College of Business and Arts - Manila, Philippines

Data Processing, Computerized Accounting

MTI Business College - Sacramento, California

CPA Licensure Candidate

Real Estate Salesperson Licensed

TRAINING

- Numerous training required to update and abreast with tax laws changes related to Individual, Trust and Estate Taxation

AFFILIATION

- Member, Solano Association of Realtors

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