Summary
Tax analyst with five years of experience in tax research, compliance, and planning for corporate clients. Skilled in analyzing financial statements, preparing tax returns, and identifying process improvements. Recognized for delivering timely, accurate reports and supporting cross-functional teams.
Experience
- Analyzed and interpreted financial statements for 30+ clients, identifying $250,000 in tax savings opportunities.
- Prepared and reviewed over 120 federal and state tax returns annually, maintaining 100% compliance with deadlines.
- Advised on tax implications of mergers and acquisitions, supporting three successful transactions in 2023.
- Led process improvements that reduced tax reporting time by 20%.
- Conducted tax research and planning for small business clients, resulting in $80,000 in client savings.
- Supported sales tax compliance and reporting for multi-state operations, reducing audit risk by 30%.
Education
Courses
- CPA, Illinois Board of Examiners