Brendan Wilson
St Louis
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Real Estate Property Manager
Roberts Realty
01.2015 - Current
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Monitored tenant behavior and implemented corrective action to maintain order in assigned properties.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects.
Master Tax Preparer (Enrolled Agent)
HR Block
01.2022 - 04.2023
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Analyzed financial records to verify accuracy of tax returns.
- Offered clients recommendations to reduce tax liabilities.
- Prepared US, multistate, and international tax returns for business clients.
Education
Bachelor of Science - Psychology
Central Methodist University
Fayette, MO06.2015
Skills
- Financial Statement Review
- Bookkeeping
- Tax Reporting
- Data Gathering
- Tax Return Preparation
- QuickBooks Proficiency
- Data Inputting
- Organizational Abilities
- Mathematical Calculations
Timeline
Master Tax Preparer (Enrolled Agent)
HR Block
01.2022 - 04.2023
Real Estate Property Manager
Roberts Realty
01.2015 - Current
Bachelor of Science - Psychology
Central Methodist University
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