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Senior Tax Accountant Resume

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Phoenix, AZ

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PROFESSIONAL SUMMARY

  • Driven financial and tax professional dedicated to achieving results.
  • Managed a large, (500+) diverse book of clients for tax consultations and tax preparation.
  • Provided tax and business consulting to individuals and small businesses over the telephone and via written communication.
  • Helped clients minimize their tax liabilities.
  • Delivered sound tax advice to small business owners; created documents for S-Corporation election.
  • Assisted clients during audits and other related inquiries.
  • Became Power of Attorney for clients who needed assistance with tax liabilities and negotiation with the IRS.
  • Prepared individual (1040) and business tax returns (1120, 1120s, 1065) and associated schedules.
  • Reviewer of tax returns for peers and subordinates.
  • Coached and trained other accountants of the firm.

TECHNICAL SKILLS

  • Tax Preparation: 1120, 1120S, 1065, 1040
  • Financial Product Sales and Training
  • Facilitating and developing presentations
  • AZ Life and Health Insurance Licensed
  • Advanced Tax Knowledge
  • Financial & Estate Planning
  • Series 7, Series 63 Licensed
  • Effective Manager
  • Excellent organizational and time management skills.
  • QuickBooks
  • MS Office: Excel, Word: Advanced
  • CRM experience: Salesforce
  • CS Practice
  • Intuit ProSeries, Lacerte

PROFESSIONAL EXPERIENCE

Confidential,Phoenix, AZ

Senior Tax Accountant

Responsibilities:
  • Managed a large, (500+) diverse book of clients for tax consultations and tax preparation.
  • Provided tax and business consulting to individuals and small businesses over the telephone and via written communication.
  • Helped clients minimize their tax liabilities.
  • Delivered sound tax advice to small business owners; created documents for S-Corporation election.
  • Assisted clients during audits and other related inquiries.
  • Became Power of Attorney for clients who needed assistance with tax liabilities and negotiation with the IRS.
  • Prepared individual (1040) and business tax returns (1120, 1120s, 1065) and associated schedules.
  • Reviewer of tax returns for peers and subordinates.
  • Coached and trained other accountants of the firm.
Confidential, Scottsdale, AZ

Operations Manager

Responsibilities:
  • Responsible for the day- to - day operations of a boutique wealth management firm.
  • Assisted in the financial planning process for prospects and clients of the firm.
  • Management and coaching of administrative staff.
  • Process manager of Life Insurance and Annuities: Trading, Research, etc.
  • Compliance manager for the branch.

Confidential,Phoenix,

AZTax Preparer 

Responsibilities:
  • Prepared individual tax returns for clients using ProSeries.
  • Interacted with clients to gather documents and information regarding tax returns.
  • Filed federal and state tax returns electronically and manually.
  • Prepared amended returns and filing extensions.
  • Researched current tax law changes.
Confidential,Scottsdale, AZ

Sr. Account Executive/Investment Management

Responsibilities:
  • Traded approximately 700 client investment accounts according to stated client objectives.
  • Managed a diversified investment portfolio with fee-based account assets of $50 million in AUM.
  • Responsible for stock selection, mutual fund choices, Unit Investment Trusts, REITs and other investments in all client accounts.
  • Periodic portfolio reviews to determine client goals, objectives, risk tolerance and suitability.
Confidential, Scottsdale, AZ

Annuity Marketing Consultant

Responsibilities:
  • Recruited new advisors from competing agencies to introduce annuity products and increase sales.
  • Created and implemented marketing campaigns to increase fixed and indexed annuity production.
  • Developed and maintained new and existing relationships with financial advisors all over the United States
Confidential,Scottsdale, AZ

Annuity Marketing Manager

Responsibilities:
  • Created and implemented marketing campaigns to increase fixed and indexed annuity production.
  • Responsible for a 50% increase in agency indexed annuity production over an annual period.
  • Designed and presented original webinars delivered to financial advisors.
  • Communicated product updates, advanced case design, and sales ideas to increase agency production.
Confidential, Phoenix, AZ

Professional Tax Preparer 

Responsibilities:
  • Highest revenue producing preparer in franchise.
  • Prepared individual tax returns.
  • Interacted with clients to gather documents and information regarding tax returns.
Confidential, Phoenix, AZ

Sr. Portfolio Analyst

Responsibilities:
  • Provided weekly portfolio summaries and reports to senior executives for strategic planning and SEC compliance.
  • Researched and prepared weekly tenant sales trends, earnings and forecasts for Cole’s 1000+ tenants.
  • Completed detailed financial reports and asset holdings updates for Cole’s $3 billion nontraded REIT offering.
Confidential, Irvine, CA

Sr. Sales Training Consultant

Responsibilities:
  • Implemented webcast marketing strategy to introduce new annuity products company-wide which increased sales.
  • Trained over 100 internal sales associates by redesigning and facilitating 5-week new hire training program.
  • Conducted effective training sessions to a variety of audiences: Internal Wholesalers, Regional Vice Presidents, National Account Managers, and Senior Vice Presidents.

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