Summary
Senior tax accountant and team leader with expertise in tax planning, compliance, and client relationship management. Proven ability to analyze financial records, manage audits, and guide staff development for high-value clients.
Experience
- Managed tax planning and preparation for a portfolio of 120+ clients, increasing client retention by 18%.
- Led a team of 5 accountants, improving workflow efficiency by 35% during peak tax season.
- Analyzed financial records and supporting documentation, reducing audit findings by 40%.
- Assisted clients with 50+ IRS and state tax notices, achieving favorable resolutions in 92% of cases.
- Developed and delivered staff training on tax law updates, cutting compliance errors by 25%.
Education
Courses
- Certified Public Accountant (CPA), California Board of Accountancy