Enrolled Agent Resume
Enrolled agents (EA) represent taxpayers, both individual and companies, for handling tax returns and dealing with the IRS. They appear in the Tax Court on behalf of their clients and argue for settlement and claim procedures. Most organizations and individuals hire EA for advice on and filing of tax returns. They also suggest on partnerships and sales deeds and take care of the tax obligations.
Enrolled Agent Resume Example
Salvador C. Wason
4026 Charter Street
Kansas City, KS 66215
Phone: 913-707-5455
Email: scwason@anymail.com
Career Objective:
To obtain an enrolled agent position at “Max Tax & Accounting Firm,” and help clients in filing tax returns in time and follow fair accounting practices.s
Summary of Skills:
- Excellent knowledge of accounting and tax codes
- Strong written and verbal communication and interpersonal skills
- Familiarity with computer operating system and filing tax returns
- Thorough knowledge of ERISA and PPA
- Skilled in resolving tax issues and avoiding jail for clients
- Excellent organizational and customer service skills
Work Experience:
Enrolled Agent
Tax IQ, Kansas City, KS
October 2014 - Present
- Representing clients before the IRS and Tax Court
- Reviewing, preparing, and submitting tax returns for clients
- Helping clients in maximizing savings by minimizing tax liabilities
- Reviewing financial statements and suggesting practices to clients for following tax codes and accounting principles
- Working closely with taxing authorities and clients and formulating plans for tax resolution
Enrolled Agent
Colonial Accounting & Tax Services, Kansas City, KS
March 2013 - September 2014
- Advised and prepared tax returns for individuals and corporate companies
- Prepared tax projection for current financial years
- Met and answered clients' question on tax returns
- Prepared and submitted state and federal tax returns
- Provided tax planning and saving ideas to clients
- Reviewed general accounting procedures at clients' office and made changes as required
Education:
-
Associate Degree in Accounting
ABC Technical Institute, Kansas City, KS
2012
Reference:
On request.
