Enrolled Agent Resume
Objective : Accounting professional seeking a company where can complement and provide quality accounting and financial advice, assistance and insight into their monetary operations in the private accounting sector.
Skills : Quick books, Word perfect.
Description :
- Able to represent taxpayers in all states Experience with Non-Profit Implementation, 990 Tax Return Preparation.
- Specialized in S-Corporation implementation and regulations.
- Experienced in dispute resolutions with the Internal Revenue Service.
- Practiced in resolving outstanding payroll tax issues Former Payroll Specialist for the Detroit Tigers Retirement tax planning.
- Authorized tax practitioner who has technical expertise in the field of taxation.
- Represented taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
- Presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings.
Experience
2-5 Years
Level
Junior
Education
Diploma
Enrolled Agent/Representative Resume
Summary : Completed the Enrolled Agent examinations as set by the Internal Revenue Service. Working in the tax and bookkeeping fields, and perform bookkeeping responsibilities.
Skills : Quick books, Adobe Acrobat Professional.
Description :
- Prepared Federal Income Tax report both business and personal.
- Entered all bank data, account receivables, and accounts payable.
- Represented taxpayers before the Internal Revenue Service -I spoke with the IRS and state revenue departments on behalf of businesses and individuals.
- Collected and submitted all necessary financial documents needs from the IRS, states, and clients to facilitate the resolution of tax issues.
- Prepared and filed all necessary personal, corporate, partnership, usage, and other tax returns on behalf of businesses and individuals.
- Handled inbound sales calls and made outbound sales to secure new business for the company.
- Provided Customer Service to clients by answering tax questions, providing updates on the status of tax cases.
- Prepared over tax returns on a seasonal, part-time basis.
Experience
7-10 Years
Level
Management
Education
Accounting
Enrolled Agent III Resume
Summary : Accounting professional seeking a company where can complement and provide quality accounting and financial advice, assistance and insight into their monetary operations.
Skills : Quick books, Communication Skills.
Description :
- Provided quality tax advice, prepared corporate and individual tax returns, and financial reporting.
- Prepared corporate client's monthly and year-end financial reports by analyzing costs, revenues, financial commitments.
- Computed taxes owed while ensuring compliance with tax rules and reporting requirements.
- Directed activities of workers performing accounting tasks, as well as providing QuickBooks training and seminars for employees and clients.
- Provided payroll assistance, prepared timely payroll reports, and monthly sales tax reports.
- Established chart of accounts, developing and analyzing budgets, preparing amortization and depreciation schedules, and other financial reports upon request.
- Analyzed records of financial transactions to determine the accuracy and completeness of entries.
Experience
10+ Years
Level
Senior
Education
Accounting
Enrolled Agent/Co-ordinator Resume
Summary : Enrolled agent is then allowed to serve as an intermediary for private businesses and citizens in relation to tax questions.
Skills : Accounting, Quick books, Peach tree Accounting.
Description :
- Conducted tax interviews with clients Ensuring client confidentiality and privacy.
- Prepared complex tax returns Providing mentoring and supporting teammates Other duties.
- Assigned Accomplishments Increased my tax skills in order to help my co-workers and clients.
- Obtained the most information from clients in order to do the tax returns effectively and efficiently.
- Worked over during tax season Portland, Completed returns.
- Practiced before the Internal Revenue Service.
- Represented clients with tax litigation, negotiation, and alternative payment methods.
Experience
10+ Years
Level
Senior
Education
Enrolled Agent
Sr. Enrolled Agent Resume
Summary : Excellent communication skills and comprehensive working knowledge in taxation, accounting, logitic inventory.
Skills : Quick books, Tax service, Advice, representation.
Description :
- Researched and consulted on various tax matters for both corporate and partnership entities.
- Reviewed tax returns and recommend tax savings opportunities, deferred comp, etc.
- Maintained a good working relationship with clients to enhance client satisfaction.
- Worked with client management and staff at all levels to perform tax services.
- Managed multiple engagements and competing projects in a rapidly growing, fast-paced, interactive team environment.
- Increased clientele productivity by attending several continuing education seminars in taxation required.
- Prepared tax returns, Prepare payroll, and related payroll tax payments and forms for multiple clients.
Experience
10+ Years
Level
Senior
Education
License
Enrolled Agent/Analyst Resume
Summary : Seeking an opportunity to engage employment as a accounting clerk where can utilize professional accounting and management skills. Numerous years of accounting and tax law experience.
Skills : Technical Skills, Critical Thinking.
Description :
- Prepared client tax returns for individual and business income tax, state sales and use tax, payroll, and property tax.
- Performed general bookkeeping services for clients including but not limited to: setting up QuickBooks for clients, accounts payable.
- Supervised and trained clerical staff in-office procedures, software, and business deadlines.
- Supervised, trained, and guided tax professionals on the proper application of tax procedures and compliance.
- Processed weekly and bi-weekly client payrolls.
- Cross-checked all federal, state, property, sales, and payroll tax deadlines for clients and ensured they were all met on a quarterly, monthly, and yearly basis.
- Charged with preparing billings and invoicing on a bi-weekly basis.
- Improved inter-office electronic filing system, resulting in easy access to critical information streamlining office functioning.
Experience
10+ Years
Level
Senior
Education
Accounting
Lead Enrolled Agent Resume
Headline : Results-driven Professional that offers a solid background of experience. Proficient in problem solving and analyzing information both technical and environmental.
Skills : Accounting Skills, Analytical Skills.
Description :
- Prepared and checked many types of tax returns each year including personal, partnership, s-corp, farms, and corporate income tax returns.
- Performed year-end General Ledger closing for business clients.
- Answered client questions and contacted the IRS and state of MN on behalf of clients.
- Gave clients advice on what actions to take. Passed all three parts of the Special Enrollment Exam (SEE).
- Authorized to represent taxpayers before the IRS in every state.
- Prepared tax returns Ensured outstanding client service.
- Conducted tax interviews with clients Prepared accurate and complete tax returns for clients.
Experience
5-7 Years
Level
Executive
Education
Accounting
Associate Enrolled Agent Resume
Summary : Desire to help others meet their goals and become successful. Highly motivated to learn, grow and advance with an intuitive team atmosphere.
Skills : Enrolled Agent, Accounts Payable, Journal Entries, Reconciliations.
Description :
- Engaged in maintaining tax code compliance among clients.
- Responsible for business and personal tax preparation, payroll processing and reporting, financial analysis, and reporting, client write-up.
- Extreme adherence to deadlines as well as identifying ways to improve and/or streamline processes.
- Acquired and maintained clients with efficiency.
- Maintained and reconciled multiple accounts.
- Effectively communicate a technical aspect of the tax code resulting in increased client compliance.
- Analyzed client information reducing tax liabilities.
Experience
10+ Years
Level
Senior
Education
Masters
Enrolled Agent/Executive Resume
Summary : Ability to multitask in a busy work environment. Detailed research and analytical skills, rapid learner, passionate, innovative, and a solid team-player.
Skills : Drake Tax Software, Tax Research, Tax Resolution, Real Estate Sales.
Description :
- Responsible for contacting IRS Collections through the Practitioner Priority Service phone line on behalf of clients.
- Filed the correct forms and schedules for clients.
- Advised clients on the best course of action for resolving their tax issues.
- Saved a client after filing a correct insolvency worksheet with the IRS.
- Successfully negotiated an extension of time to file late returns for a client who owed over to the IRS.
- Reduced a client's tax bill from an incorrectly taken American Opportunity Credit.
- Prepared unfiled returns from 1998 to 2014, for an Oregon taxpayer.
Experience
10+ Years
Level
Senior
Education
BA
Enrolled Agent Resume
Summary : Goal is to be a major contributor to a company in a senior management position with significant challenges and responsibilities.
Skills : Tax Software, Quick books, Financial tax software.
Description :
- Prepared tax forms for individuals and those with Sole Proprietor Businesses with H&R Block.
- Received complaints, perform a technical investigation, coordinate with engineering for cost-effective correction, and monitor for effectiveness.
- Additional duties as engineering cost account manager for Air Transport Avionics.
- Prepared tax returns.
- Represent taxpayers before the IRS and State tax agencies.
- Prepare OIC, CNC, and installment agreements.
- Resulted in uncovering potential fraudulent activities.
Experience
10+ Years
Level
Senior
Education
MBA