Benjamin Held
Lee's Summit
Summary
Dynamic Tax Supervisor at RubinBrown with a proven track record in developing tax strategies that optimize client deductions and minimize liabilities. Known for integrity and team leadership, I excel in tax compliance management and client communication, ensuring exceptional service and timely issue resolution while reducing audit risks through proactive planning.
Including a strong background in tax supervision, ensuring accurate and timely tax filings. Proven track record in developing efficient processes and improving compliance. Demonstrated expertise in team leadership and problem-solving.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Supervisor
RubinBrown
06.2022 - 05.2025
- Developed comprehensive tax strategies for clients, optimizing deductions and credits while minimizing liabilities.
- Developed a reputation for thorough, accurate work by consistently meeting or exceeding client expectations and internal quality standards.
- Assisted clients with navigating the complexities of mergers, acquisitions, divestitures, or other business transactions from a tax perspective.
- Provided expert advice on federal, state, and local tax laws to help clients make informed business decisions.
- Served as an effective liaison between clients and taxing authorities during audits or disputes, skillfully resolving issues in a timely manner.
- Implemented best practices in internal controls to maintain data integrity and safeguard confidential client information.
- Streamlined tax processes for increased efficiency and accuracy, implementing advanced software tools.
- Improved tax compliance by thoroughly reviewing and analyzing financial records and transactions.
- Balanced multiple client engagements simultaneously while prioritizing tasks according to urgency or complexity.
- Reduced audit risks by diligently identifying and addressing potential tax issues before filing deadlines.
- Managed a team of junior tax professionals to ensure consistent quality work in all assigned projects.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Researched tax implications for various deductions and credits.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Senior Tax Associate
JMW & Associates LLC
08.2019 - 05.2022
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Maintained strong relationships with regulatory authorities, facilitating open communication channels to expedite issue resolution.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
- Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
- Offered clients recommendations to reduce tax liabilities.
Education
Master of Arts - Accounting
University of Central Missouri
Warrensburg, MO05-2019
Skills
- Income tax preparation
- Team leadership
- Continuous learning attitude
- Project management
- Tax return review
- Estate and gift tax expertise
- Tax compliance management
- Tax planning strategies
- Communication and presentation
- Positive Work Ethic
Certification
- Licensed Enrolled Agent - March 2024
Timeline
Tax Supervisor
RubinBrown
06.2022 - 05.2025
Senior Tax Associate
JMW & Associates LLC
08.2019 - 05.2022
Master of Arts - Accounting
University of Central Missouri
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