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TAX STRATGIST & RELATIONSHIP MANAGER
Project Based Contractor - Various FirmsTAX STRATGIST & RELATIONSHIP MANAGER
Apr. 2016United StatesTAX & ACCOUNTING PROJECT EXPERIENCE Tax Specialist | Project-Based Engagements Various Tax & Accounting Firms • Supported individual and small business tax engagements on a project and contract basis across multiple tax and accounting firms. • Assisted with tax return preparation, client intake, documentation review, and compliance support for federal and state filings. • Collaborated with CPAs and senior accountants to ensure accurate data collection, timely submissions, and adherence to IRS and regulatory requirements. • Served as a client-facing liaison, explaining tax strategies, documentation needs, resolving discrepancies, and supporting a positive client experience throughout the tax lifecycle.  Resolved complex financial inquiries and executed high-level transactions, ensuring full compliance with FINRA regulations.  Served as a trusted liaison between clients and regulatory bodies, ensuring clarity, compliance, and customer satisfaction in all communications.

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