Julie Minder
Indianapolis,Indiana
Summary
Detail-oriented Tax Specialist known for strong organizational and relationship-building skills. Demonstrated success in analyzing complex tax returns and developing strategies that minimize client liabilities and ensure regulatory compliance.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level managment position. Ready to help team achieve company goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
Tax Specialist
Jerri Goben & Assoc P.C.
Fishers, IN
01.2015 - Current
- Analyzed complex tax returns to ensure compliance with federal and state regulations.
- Developed tax strategies that optimized client financial outcomes and minimized liabilities.
- Mentored junior staff on tax preparation processes and regulatory changes.
- Implemented streamlined procedures for efficient data collection and analysis.
- Reviewed client accounts for accuracy, identifying discrepancies before filing deadlines.
- Collaborated with clients to gather necessary documentation for timely tax submissions.
- Maintained thorough and current understanding of applicable tax laws.
- Managed tax submissions and made sure all information complied with regulations.
- Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
- Maintained compliance by adhering to current tax laws and regulations.
- Assessed client tax situations to determine best filing options.
- Utilized tax software to prepare returns and meet deadlines.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Manager
Jerri Goben & Assoc P.C.
Fishers, IN
01.2015 - Current
- Led strategic initiatives to enhance operational efficiency and client service delivery.
- Developed and implemented policies to streamline workflow processes across departments.
- Mentored and trained staff to improve skill sets and promote professional development.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
Bachelor of Science - Human Resources Management
Franklin University
Columbus, OH12-2027
Master of Science - Accounting
Franklin University
Columbus, OH12-2021
Bachelor of Science - Accounting
Franklin University
Columbus, OH08-2019
Associate of Applied Science - Accounting
Ivy Tech Community College of Indiana
Indianapolis, IN07-2017
Skills
- Documentation skills
- Tax return preparation
- Tax software proficiency
- File management
- Dispute resolution
- Excel, Powerpoint, Word, and Outlook proficiency
- Tax due diligence
- Organization skills
- Client communication
- Relationship building
- Verbal/written communication
- Data inputting
- Payroll processing
- Document preparation
- Staff development
- Records management
- Information processing
Timeline
Tax Specialist
Jerri Goben & Assoc P.C.
01.2015 - Current
Manager
Jerri Goben & Assoc P.C.
01.2015 - Current
Bachelor of Science - Human Resources Management
Franklin University
Master of Science - Accounting
Franklin University
Bachelor of Science - Accounting
Franklin University
Associate of Applied Science - Accounting
Ivy Tech Community College of Indiana