Robert Reichmann
Alta Loma
Summary
Dynamic Senior Tax Accountant with extensive experience at Personalized Business Service, specializing in federal and state tax compliance. Proven track record in optimizing tax strategies and enhancing financial reporting accuracy. Strong organizational skills and critical thinking abilities led to significant tax savings for clients while ensuring adherence to evolving regulations.
[Job Title] and tax professional with [Number] years of extensive business and individual taxation experience with emphasis in [Area of expertise]. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Extensive knowledge of [Software]. Maintains ongoing training requirements and knowledge of latest tax changes and laws.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
1
1
Certification
34
34
years of professional experience
Work History
Senior Tax Accountant
Personalized Business Service
Upland, CA
09.1992 - Current
- Led tax compliance initiatives, ensuring adherence to federal and state regulations.
- Streamlined tax preparation processes, enhancing efficiency and accuracy in financial reporting.
- Developed comprehensive tax strategies, optimizing clients' financial positions and minimizing liabilities.
- Collaborated with cross-functional teams to align tax strategies with overall business objectives.
- Implemented technology solutions for tax compliance tracking, improving workflow efficiency and data integrity.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Classified assets correctly to properly account for depreciation on routine filings.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Created financial plan for clients to serve as framework for organizing components of financial situations.
- Prepared accurate quarterly and yearly tax filings for businesses such as [Type] and [Type].
- Represented clients before federal, state and local taxing authorities.
- Trained clients on QuickBooks to help make tax management easier.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Developed comprehensive tax strategies for clients, optimizing deductions and credits while minimizing liabilities.
- Oversaw the preparation of state and local sales/use tax returns as well as property tax filings, ensuring timely submissions and compliance with jurisdictional requirements.
- Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
- Provided expert tax advice to clients, resulting in significant tax savings and improved financial planning.
- Reviewed financial statements for accurate revenue recognition allocations helping ensure correct reporting on corporate income taxes.
- Streamlined tax processes by implementing advanced software solutions, improving efficiency and accuracy.
- Remained educated in all current tax laws for both US and foreign countries.
Education
High School Diploma -
Upland High School
Upland06-1987
Skills
- Strong organizational skills
- Critical thinking capacity
- Federal and state tax returns
- Effective communication
- Tax computing
- Adaptable to change
- Corporate tax filings
- Skilled in [software]
- State and local tax expertise
- Corporate taxation insight
- Tax planning strategies
- Tax return preparation
- Proficient in [software]
- Income tax laws
- Income tax compliance
- Customer service
- Problem-solving
- Attention to detail
- Problem-solving abilities
- Reliability
- Excellent communication
- Critical thinking
- Relationship building
- Financial statements
- Interpersonal skills
- Financial statements review
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Documented and resolved Various income and Sales Ta audits which led to favorable results for the client.
Certification
- Enrolled Agent certified to practice before the IRS
Timeline
Senior Tax Accountant
Personalized Business Service
09.1992 - Current
High School Diploma -
Upland High School