Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Melissa Goyeau

Windsor,ON

Summary

At Roth Mosey and Partners, I spearheaded tax strategy optimizations, enhancing client compliance and satisfaction through innovative solutions and meticulous tax software mastery. Renowned for integrity and fostering professional growth, I led teams to exceed quality standards, achieving significant process efficiencies without compromising accuracy.

Overview

4
4
years of professional experience

Work History

Tax Supervisor

Roth Mosey and Partners
01.2021 - Current
  • Developed comprehensive tax strategies for clients, optimizing deductions and credits while minimizing liabilities.
  • Improved tax compliance by thoroughly reviewing and analyzing financial records and transactions.
  • Collaborated with cross-functional teams to gather crucial information for accurate tax reporting and strategy development.
  • Mentored junior staff members in developing their technical skills to enhance overall team performance within the firm.
  • Established professional relationships with clients by regularly communicating updates on regulatory changes affecting their businesses.
  • Developed a reputation for thorough, accurate work by consistently meeting or exceeding client expectations and internal quality standards.
  • Managed a team of junior tax professionals to ensure consistent quality work in all assigned projects.
  • Implemented best practices in internal controls to maintain data integrity and safeguard confidential client information.
  • Served as an effective liaison between clients and taxing authorities during audits or disputes, skillfully resolving issues in a timely manner.
  • Enhanced client satisfaction with timely, accurate tax preparations and clear communication regarding their financial situations.
  • Reduced audit risks by diligently identifying and addressing potential tax issues before filing deadlines.
  • Conducted thorough research on complex tax regulations, staying up-to-date with industry changes and providing knowledgeable guidance to clients.
  • Led seminars educating colleagues about relevant industry trends or significant legislative developments impacting taxation matters.
  • Provided expert advice on federal, state, and local tax laws to help clients make informed business decisions.
  • Balanced multiple client engagements simultaneously while prioritizing tasks according to urgency or complexity.
  • Streamlined tax processes for increased efficiency and accuracy, implementing advanced software tools.
  • Proactively identified opportunities for process improvement within the department to increase efficiency without sacrificing quality work output.
  • Promoted a positive work environment within the tax department by encouraging open communication, teamwork, and professional development opportunities.
  • Delivered comprehensive training programs for new hires, fostering a strong foundation in taxation principles and practices.
  • Analyzed financial records to verify accuracy of tax returns.
  • Assessed client tax situations to determine best filing options.
  • 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.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Offered clients recommendations to reduce tax liabilities.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Utilized tax software to prepare returns and meet deadlines.
  • Calculated estimated tax payments for clients.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Responded to inquiries from IRS and other tax authorities.
  • Researched tax implications for various deductions and credits.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Prepared US, multistate, and international tax returns for business clients.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
  • Facilitated communication between clients and tax authorities.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Developed spreadsheet models to accurately track tax information.
  • Facilitated integration of modern tax software with client accounting software.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Education

Bachelor Of Business Administration - Accounting

St Clair College
Windsor, ON
04.2010

Skills

  • Income Tax Preparation
  • Integrity and Trustworthiness
  • Decision-making capabilities
  • Continuous Learning Attitude
  • Problem Solving Prowess
  • Networking and relationship building
  • Tax Software Mastery
  • Critical thinking aptitude
  • Innovation and Creativity
  • Tax Provision Calculation
  • Professionalism and Discretion
  • Deferred Tax Accounting
  • Payroll Tax Management
  • Accounting principles knowledge
  • Tax Risk Assessment
  • Fixed asset depreciation
  • Estate and Gift Tax Expertise
  • State and Local Tax Acumen
  • Corporate Tax Expertise
  • Indirect Tax Handling
  • Strategic Thinking Capacity
  • Tax Return Review
  • Mergers and Acquisitions Tax
  • Tax Compliance Management
  • Transfer Pricing Awareness
  • Tax Research Expertise
  • International Taxation Experience
  • Organization skills
  • Tax-related research
  • Local, state, and federal tax returns
  • Relationship Building
  • Organizational abilities
  • Financial statement review
  • Financial Statements
  • Data inputting
  • Payroll familiarity
  • Payroll Processing
  • Tax Return Preparation
  • Document Preparation
  • Account Reconciliation
  • Tax audit procedures
  • Tax code knowledge
  • Staff Development
  • Mathematical Calculations
  • Risk Management
  • Records Management
  • Bookkeeping
  • Data Gathering
  • New Business Development
  • Tax law knowledge
  • Tax Compliance
  • Storage procedures
  • Information Processing
  • Interpersonal strengths
  • Regulatory Compliance
  • Corporate tax preparation
  • Year-end tax provision proficiency
  • Tax Law Compliance
  • Tax Law
  • QuickBooks proficiency
  • Tax reporting
  • Estate Tax Returns
  • Customer Service
  • Problem-Solving
  • Individual Tax Returns
  • Time Management
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking
  • Multitasking Abilities
  • Reliability
  • Excellent Communication
  • Critical Thinking
  • Organizational Skills
  • Team Collaboration

Languages

English
Full Professional

Timeline

Tax Supervisor

Roth Mosey and Partners
01.2021 - Current

Bachelor Of Business Administration - Accounting

St Clair College

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Melissa Goyeau