Enrolled Agent Resume Examples

Enrolled Agent

Proficiently prepared Federal and California state tax returns for individual and small
business clients

• Provided business clients with bookkeeping services including bank reconciliation, revenue
• Interviewed and consulted with clients to collect financial data, advise on tax reporting issues and define supporting bookkeeping/accounting needs
• Efficiently managed office administrative functions, from information systems maintenance to general clerical

Master Tax Advisor, Enrolled Agent

• Conducted tax interviews with clients to prepare complete & accurate tax returns, ranging from simple to complex for individuals and small businesses
• Ensured client confidentiality and privacy
• Offered additional H&R Block products and services
• Mentored and supported teammates

Federal Tax Manager Enrolled Agent

Assists banks and financial institutions with fiduciary charitable trust tax compliance services.

• Responsible for the review charitable returns including: perpetual care funds, Veba's and unrelated business income tax returns for tax exempt entities.
• Ensures the accurate completion of returns and timely client deliverables.
• Assists the client with tax research on specific charitable issues.
• Manages a team of twelve staff professionals.
• Enjoys being a mentor to three associates.

Enrolled Agent & Tax Consultant

• Represent & advise audited clients before the Internal Revenue Service and CA Franchise Tax Board
• Write concise, focused & effective IRS & CA FTB communications to address audit notices
• Review client returns to ensure that it is compliant with current tax regulations
• Assist clients with strategic tax planning to meet their financial objectives
• Prepare amended multi-year and multi state returns
• Recommend and explain different investment options for high net worth clients

Master Tax Adviser; Enrolled Agent

• Assist clients with their tax questions and concerns
• Review previous year's tax returns for errors and/or omissions and make corrections
• Prepare client tax returns and forms as necessary to ensure they receive the best possible return
• File all necessary forms with IRS and state agencies as needed for clients
• Having tax talks to market the brand and to increase new business

Tax Professional /enrolled Agent

Prepared tax returns for individuals and businesses

• Assisted individuals with audit notices
• Co-taught professional tax theory classes and informational workshops to the public
• Assisted office manager by organizing and maintaining client files and software

TAX ASSOCIATE, ENROLLED AGENT

• Prepares and e-file individual and small business returns along with year end forms.
• Manages multiple client projects, while alerting management of potential conflicts that may arise.
• Research tax issues utilizing Internal Revenue Code, Treasury Regulations and research software.
• Responds to IRS, state and local correspondence.
• Identifies and implement tax planning opportunities.
• Assists in identifying potential non-compliance within organizations.
• Reviews client accounting and operating procedures.

Tax Consultant - Enrolled Agent

• Review Federal and State tax issues with clients and prepare tax returns.
• Advise clients on investment, insurance, and estate planning issues
• Licensed representative for life, health, property & casualty insurance.