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Kari Mitchell Accounting - Tax Manager Resume Example

Isabella Reed
  • XXXXX XXXXXXXXX XXX, Oregon City, OR 97045
  • H: XXXXXXXXXXXX
  • XXXXXXXXXXXXXXXXXXXX
Professional Summary

Motivated leader with strong organizational and prioritization abilities. Accomplished, energetic and dedicated Tax Manager with 8 years of experience combining management and customer service expertise in a private CPA firm that specializes in working with Local Businesses in the following industries: Real Estate, Professional Services, Construction, Fitness, Dealerships, Distributors, Dispensaries, Farms, Nonprofit Organizations among many others.  We also proudly serve the majority of the Willamette Valley Fire Departments and Police Stations, which is a tough clientele to not only obtain, but to retain, especially for the number of years the majority of them have been our clients. Our clients become like our extended family and we have a mutual extraordinarily  high level of respect, trust and loyalty towards one another.

I am a goal-oriented Licensed Tax Preparer for the state of Oregon, dedicated to high levels of customer satisfaction and meeting aggressive business goals. In the process of finalizing my studies in order to take my state exams for my Enrolled Agent license. Accurate, detail oriented  and client focused with specialized knowledge in foreign accounts and small businesses.

I am looking to find a company that I am just as good of a fit for as it is for me and that I can grow with. My hopes are to be a part of making this company bigger, better and even more amazing than what it already is and stay a permanent part of this team for the rest of my career. My years of experience in fast-paced tax season management and being the primary selected employee to work hand in hand with the owner (CPA) of the firm I currently work for have taught me exceptional customer service skills, complex tax planning, audit preparation, state and local tax preparation, time management, solid leadership skills, how to handle tasks with accuracy and efficiency, tax bulletins and so much more under extremely high levels of stress and deadlines. I have also been blessed with the ability to mange and bring out amazing results in a team in a positive and upbeat way, SCORE! I speak, read and write fluent Spanish and am a licensed Notary Public in the state of Oregon.

Fast learner and very motivated. Love challenges and thrive on growth, progress, and moving forward as a team that appreciates, respects and values each and every one of each other.

Looking for a position as Tax Manager, Audit Manager or Personal Tax Return Reviewer in a large, fast growth firm that I can grow with professionally, but that still has the feel, passion, attentiveness of a good ol' hometown firm and that genuinely cares for each and every client as if it were our own family.

Skills
  • Economics and Accounting
  • Complex Problem Solving and Critical Thinking
  • Judgment and Decision Making
  • Time Management
  • Administration and Management
  • Organizational skills and Detail Oriented
  • Professional Communication Skills
  • Mathematics
  • Computers and Electronics; Quickbooks, Lacerte,               Microsoft Office: Word, Excel, Outlook
Experience
Tax Manager,LTP, Audit Supervisor, 12/2008 to Present
Kari Mitchell Accounting, P.C. Oregon City, OR
  • Prepare and assist in preparing simple to complex tax returns for individuals and small businesses.
  • Review work prepared by other members in firm and initiate and assist in team professional and personal skill building exercises
  • Prepare and assist in preparing audit objectives and manage scheduling, budgets, and bills.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion, as well as keep them up to date with new tax law changes and updates that pertain to their individual tax situation and keep them aware of any new audit risks. 
  • Consult tax law handbooks and bulletins to determine procedures for preparation of atypical returns.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Check data input and verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
  • Use computers for various applications, such as database management and word processing.
  • Provide professional guidance, leadership and mentorship
  • Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
  • Answer telephones and give information to callers, take messages, and transfer calls to appropriate individuals.
  • Collect and deposit money into accounts, disburse funds from cash accounts to pay bills and invoices, keep records of collections and disbursements, and ensure accounts are balanced.
  • Create, maintain, and enter information into databases.
  • Set up and manage paper and electronic filing systems, recording information, updating paperwork, and maintaining documents, such as attendance records, correspondence, as well as other material.
  • Operate office equipment, such as fax machines, copiers, and phone systems and arrange for repairs when equipment malfunctions.
  • Greet visitors and callers and handle their inquiries as well as  direct them to the appropriate persons according to their needs.
  • Complete forms in accordance with company procedures.
  • Maintain scheduling and event calendars.
  • Actively network and participate in community activities that promote business development, when it also helps support the community or nonprofit organizations as well that's definitely a plus for me!
  • Schedule and confirm appointments for clients, customers, and supervisors.
  • Make copies of tax returns, payroll reports, correspondence and other printed material.
  • Locate and attach appropriate files to incoming correspondence requiring replies.
  • Operate electronic mail systems and coordinate the flow of information, internally and with other organizations.
  • Coordinate conferences, meetings, and special events, such as luncheons and professional business meetings.
  • Compose, type, and distribute meeting notes, routine correspondence, and reports, such as presentations, expense, statistical and monthly reports.
Professional Spanish Interpreter/ Translator, Notary Public, Document Preparer, 07/2008 to 11/2011
Servicios Latinos Express, LLC Canby, OR
  • Self employed, Independent Contractor 
  • Ability to network with professionals in the legal, medical, media industry among many others. 
  • Follow ethical codes that protect the confidentiality of information.
  • Translate messages simultaneously and consecutively orally into Spanish maintaining message content, context, and style as much as possible.
  • Listen to speakers' statements to determine meanings and to prepare translations, using electronic listening systems as necessary.
  • Compile terminology and information to be used in translations, including technical terms such as those for legal and medical material.
  • Proofread, edit, and revise translated materials.
  • Read written materials, such as legal documents, scientific works, and news reports, and rewrite material into specified languages.
  • Check translations of technical terms and terminology to ensure that they are accurate and remain consistent throughout translation revisions.
  • Identify and resolve conflicts related to the meanings of words, concepts, practices, or behaviors.
  • Refer to reference materials, such as dictionaries, lexicons, encyclopedias, and computerized terminology banks, as needed to ensure translation accuracy.
  • Train and supervise other translators and interpreters.
  • Check original texts and confer with authors to ensure that translations retain the content, meaning, and feeling of the original material.
  • Discuss translation requirements with clients and determine any fees to be charged for services provided.
  • Educate students, parents, staff, and teachers about the roles and functions of educational interpreters.
  • Compile information on content and context of information to be translated and on intended audience.
  • Adapt software and accompanying technical documents to another language and culture.
  • Travel with clients and tourists who speak another language.
  • Collect and deposit money into accounts, disburse funds from cash accounts to pay bills and invoices, keep records of collections and disbursements, and ensure accounts are balanced.
  • Make copies of correspondence and other printed material.
  • Schedule and confirm appointments for clients and customers.
  • Open, read, route, and distribute incoming mail and other materials and answer routine letters.
  • Provide services to customers, such as order placement and account information.
  • Conduct searches to find needed information, using such sources as the Internet.
  • Prepare and mail checks.
  • Manage projects and contribute to committee and team work.
  • Mail newsletters, promotional material, and other information.
  • Order and dispense supplies.
  • Supervise other clerical staff and provide training and orientation to new staff.
Education
Currently Working Towards Enrolled Agent License: Enrolled Agent, Dec 2015 Fast Forward Academy, LLC - Orlando, FL
LTP: Accounting, Managerial Accounting, Tax Preparation, Clackamas Community College - Oregon City, OR
Community Service

Volunteer, Meals on Wheels - 2010 - Present.

Student Tutor, Teacher Assistant, Philander Lee Elementary School - 2007 - Present

Team Mom, TVYF - 2015
Youth Program Coordinator, Fundraising Coordinator, Canby Kids, Inc. - 2015 

Languages

Spanish, level of proficiency: fluent in speaking, reading and writing

Affiliations

Member, Oregon Association of Independent Accountants, 2012-Present

Member, Portland Metropolitan Hispanic Chamber of Commerce, 2009-Present

Member, National Notary Association

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Resume Details

This is a real resume for a Tax Manager in Oregon City, Oregon with experience working for such companies as Kari Mitchell Accounting, Pc, Servicios Latinos Express. This is one of the hundreds of Tax Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Tax Manager resume.

Previous Companies:

  • Kari Mitchell Accounting
  • PC
  • Servicios Latinos Express

Previous Job Positions:

  • Tax Manager
  • LTP
  • Audit Supervisor
  • Professional Spanish Interpreter
  • Translator

Schools:

  • Fast Forward Academy, LLC
  • Clackamas Community College

Level of Education:

  • Currently Working Towards Enrolled Agent License
  • LTP

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