Tax Consultant
Highly skilled Tax Consultant with 10 years of experience in developing tax planning strategies for high net worth clients, resulting in an average tax savings of $50,000 per client. Proven track record in successfully representing clients in IRS audits, reducing penalties and interest charges by an average of 30%. Proficient in implementing new tax software systems, increasing accuracy by 15% and reducing preparation time for tax returns by 20%.
WORK EXPERIENCE
Tax Consultant
03/2020 – Present
Summit Tax Advisors
- Developed tax planning strategies for a portfolio of 50 high net worth clients, resulting in an average tax savings of $50,000 per client.
- Represented clients in 10 IRS audits, successfully reducing penalties and interest charges by an average of 30%.
- Implemented a new tax software system, reducing preparation time for tax returns by 20% and increasing accuracy by 15%.
Tax Manager
09/2019 – 03/2022
CAPSQUARE ASIA PARTNERS (Private Equity)
- Managed a team of 5 tax professionals, increasing team productivity by 25% through effective coaching and performance management.
- Identified and implemented process improvements, resulting in a 30% reduction in errors and a 20% increase in efficiency.
- Developed and delivered tax for improving overall tax knowledge and compliance within the organization.
- Provided tax planning advice to a portfolio of 10 small business clients.
- Developed and implemented a new tax compliance program, reducing the number of late filings by 50%
- Managed the preparation and filing of 500+ tax returns, ensuring compliance with all applicable tax laws and regulations.
SKILLS & COMPETENCIES
- Tax planning and strategy development
- IRS audit representation
- Tax software implementation and optimization
- Team management and leadership
- Process improvement and efficiency
- Tax training and education
- Tax compliance and regulation knowledge
- Small business tax advisory
- Tax return preparation and filing
- Client relationship management
- Research and analytical skills
- Attention to detail and accuracy
- Time management and organization
- Excellent communication and presentation skills
- Adaptability to changing tax laws and regulations