Detail-oriented Senior Tax Accountant known for accuracy in tax return preparation and strategic tax planning. Committed to leading teams and delivering impactful financial solutions that align with client goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Baker Milligan
Monticello
10.2006 - Current
Managed tax compliance for diverse client portfolios at Baker Milligan.
Developed tax strategies to optimize clients' financial positions.
Mentored junior accountants in tax preparation and reporting processes.
Communicated complex tax concepts clearly to clients.
Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
Supervised, trained, and mentored associates.
Responded to tax authorities and IRS notifications to discuss tax matters.
Discussed tax projections and related estimated payments with clients.
Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
Assisted partners with proposals and business development calls.
Collaborated with management to improve policies, procedures and reporting systems for federal, state and local tax compliance.
Advised clients on potential tax implications of business decisions.
Prepared and filed tax returns for individuals, corporations, trusts, gift tax, and partnerships.
Performed tax methods applicable to business revenues and like-kind exchanges.