Summary
Experienced tax manager with a track record in tax planning, business taxation, and client relationship management. Skilled at leading tax preparation for diverse clients and ensuring compliance with current tax laws. Known for clear communication and delivering results under tight deadlines.
Experience
- Managed tax planning and compliance for 60+ business clients, reducing audit risk by 18%.
- Acted as primary contact for complex tax issues, resolving 95% of client inquiries within 48 hours.
- Led a team of 4 tax professionals, improving workflow efficiency by 25%.
- Advised clients on tax-saving strategies, resulting in $400,000 in total client savings annually.
- Reviewed and finalized over 150 business and individual tax returns each year.
- Analyzed client data to identify process improvements, cutting preparation time by 12%.
Education
Courses
- CPA, California Board of Accountancy