Tax Associate Resume Pittsburgh, PA - Hire IT People

SUMMARY:

Results - focused management and tax professional offering six years of progressive leadership experience and five years of training and instruction. Organized and diligent, with excellent written, oral and interpersonal communication skills.

SUMMARY OF QUALIFICATIONS:

Enrolled Agent
Strong technology skills
1040
Report Analysis
Staff training and development
Tax Planning
Flexible team player
Estate and Trust

PROFESSIONAL EXPERIENCE:

Confidential, Pittsburgh, PA

Tax Associate

Responsibilities:

Responsible for preparing approximately one hundred Individual income tax returns including Final Decedent 1040 and State returns.
Other returns prepared include death tax returns; Form 706 and State Inheritance Tax Returns.
Governing documents including trust instruments and wills are reviewed for guidance. Conduct daily review of client account activity ensuring correct tax coding of transactions.
Supervising contractors and processors including assist in interviewing, hiring and training
Assist in developing procedure for preparation of 1040 and mapping already documented procedures

Confidential, Pittsburgh, PA

Tax Analyst

Responsibilities:

Responsibilities include preparing death tax returns; Form 706 and State Inheritance Tax Returns, approximately forty-nine Estates.
Other returns prepared include Individual income tax returns including Final Decedent 1040 and State returns, approximately eighty-eight assigned accounts.
Governing documents including trust instruments and wills are reviewed for guidance.
Conduct daily review of client account activity ensuring correct tax coding of transactions.
Manage tax notices and taxing authority audits and inquiries related to client accounts and work with in-house and external counsel in resolving issues.
Respond to service partner, client and tax authority inquiries regarding various tax issues, including but not limited to return preparation, cost basis and transactions.

Confidential, Canfield, OH and Youngstown, OH

Office Manager and Tax Associate

Responsibilities:

Led tax office associates to meet and exceed growth and service quality goals.
This included in assisting in recruiting and interviewing tax preparer and receptionists as well as providing training.
Prepared federal and state individual tax returns and advised clients on future tax planning.
Managed six district offices in early open product including training, schedules, and shutdown.
Ensured 100 tax professionals had been training on new software and reported progress goals weekly.
Exceeded 33% use goal by utilizing system 75%.

Confidential, Manassas, VA

Department Chairperson/ESOL Teacher

Responsibilities:

Managed and mentored teachers and assistance within department and coached content teachers with methods to differentiate instruction.
Developed curriculum, scheduled, and provided instruction to over 100 ESL grades six through twelve annually.
Implemented legal requirements and adjust with changes, as needed.
Acted as liaison during special education meetings where a second language was spoken in the home.
Coordinated after school tutoring program to assist students who needed extra attention.

Confidential, Springfield, VA

Consultant

Responsibilities:

Led effort to prepare Year End Financial Statements for a multi-billion dollar budget Confidential .
Managed schedules and projects related to the preparation and updated, as needed.
Provided program management and support to major financial management, property management, and contracting offices within the intelligence community.
Developed internal controls for Non-Defense property management which involved property management systems, reporting construction in progress, and valuation of property.
Developed Business Process Reviews and Standard Operating Procedures for financial statement preparation as well as IT security within financial management systems.

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Tax Associate Resume

Pittsburgh, PA

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