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F6 6

F6 6

Sr. Tax Accountant

Talent
JacksonvilleMember since July 28, 2026
MS ExcelQuickBooksNetSuiteCCH AxcessCCH PortalXeroMS Office SuiteLacerteFX EngagementSageUltraTaxDrakeCanvasCanopyCasewareHub SynciManageNetDocumentsQuickBooks OnlineTax preparationClient communicationTax planning
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About

Experienced and detail-oriented tax professional with a Bachelor of Science in Business Administration with an Accounting Concentration. Proven expertise in tax preparation for a wide range of entities, including Non-Profits, C-Corps, S-Corps, Partnerships, and individuals. Skilled in client communication, proprietary software design, and maintaining high standards in fast-paced environments.

Experience

Sr. Tax Accountant - Business Tax Solutions - Las Vegas, NV

(2025-09)

  • Prepare complex tax returns for Real Estate S-Corps, Partnerships, and high-net-worth individuals
  • Handle a high volume of Form 1041 (Fiduciary) returns for Estates and Trusts
  • Manage and facilitate 1031 like-kind exchanges for real estate investors
  • Prepare Form 1120H returns annually for Homeowners' Associations
  • Prepare Form 990 returns annually for Non-Profit organizations
  • Maintain client relationships and provide proactive tax planning and advisory services

Sr. Tax Staff Accountant - Forde Firm - Jacksonville, FL

(2025-04 - 2025-09)

  • Onboarded new clients through in-person and Zoom meetings
  • Contributed to the design of a proprietary firm workflow software
  • Specialized in tax preparation for Non-Profits (Form 990s) and Real Estate entities, including HOAs (Form 1120H)
  • Applied proper codes to a variety of tax forms for individuals, S-Corps, C-Corps, Partnerships, LLCs, Trusts & Estates
  • Provided tax projection, advisory services, and maintained client relationships

Tax Staff Accountant - Carr, Riggs, & Ingram - Jacksonville, FL

(2024-09 - 2025-04)

  • Engaged in daily client meetings and communication
  • Experienced with cloud-based document management systems (Hub Sync, iManage, NetDocuments)
  • Utilized CCH Axcess and FX Engagement for tax preparation
  • Integrated financial statements from QuickBooks Online and Xero into trial balance sheets
  • Managed budgeted assignments while maintaining a high level of accuracy

Accounts Payables & Receivables - SMD/KALI, Inc. - Las Vegas, NV

(2023-09 - 2024-06)

  • Applied proper codes to invoices and receipts for efficient record-keeping
  • Organized and maintained physical and electronic files
  • Prepared weekly and monthly financial reports
  • Conducted monthly account reconciliations and made adjusting entries
  • Investigated and resolved discrepancies to ensure accurate records

Education

Bachelor of Science - Business Administration: Accounting Concentration - Western Governors University (2023)

CPA Program - Becker

Master's - Taxation

Skills

Sr. Tax Accountant

Reviews

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