Joseph W Heiser
Carolina
Summary
Dynamic Senior Tax Consultant with extensive experience at Independent Contractor, specializing in tax compliance and controversy resolution. Proven track record in negotiating favorable repayment plans and simplifying complex tax regulations for clients. Adept at utilizing tax software and fostering strong client relationships through excellent communication and problem-solving skills.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Tax Consultant
Independent Contractor - Self Employed
01.1996 - Current
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Collaborated with legal teams to address potential compliance issues, proactively preventing regulatory penalties.
- Managed end-to-end preparation of individual, corporate, partnership, trust, estate, gift tax returns; accurately interpreting data from various sources to ensure proper reporting and compliance.
- Negotiated favorable repayment plans with taxing authorities for clients facing significant back taxes or penalties due to errors or oversights.
- Identified potential areas of risk exposure for clients by performing thorough assessments of their financial positions, recommending appropriate mitigation strategies accordingly.
- Simplified complex tax code language for clients, clearly explaining relevant rules and regulations pertaining to their situations.
- Participated in continuing education programs to maintain professional expertise in taxation matters.
- Established strong relationships with clients through excellent communication skills and personalized service, resulting in a high retention rate.
- Stayed abreast of changing federal and state tax laws, ensuring the delivery of up-to-date advice to clients.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Responded to inquiries from IRS and other tax authorities.
- Prepared US, multistate, and international tax returns for business clients.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
Bachelor of Arts - Accounting
Inter-American University
San JuanSkills
- Tax process improvement
- Tax compliance expertise
- Tax software mastery
- Cross-border transactions
- Tax controversy resolution
- Tax audit defense
- Partnership taxation
- Tax planning strategies
- International tax
- Estate and gift tax
- Tax research
- Organization skills
- Problem-solving
- Individual tax returns
- Attention to detail
- Tax-related research
- Problem-solving abilities
- Excellent communication
- Critical thinking
- Verbal and written communication
- Interpersonal skills
- Analytical thinking
- Tax return filing
- Professionalism
- Written communication
- Tax form completion
- Tax computations
- Tax issue research
- Local, state, and federal tax returns
- Tax advisement
- Detail-oriented
- Effective communication
- Adaptability and flexibility
- Organizational skills
Certification
- Licensed - Certified Public Accountant
Languages
Spanish
Native or Bilingual
Timeline
Senior Tax Consultant
Independent Contractor - Self Employed
01.1996 - Current
Bachelor of Arts - Accounting
Inter-American University
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