Tax Accountant

Tax Accountant — Midwest Financial Group

Chicago, IL | January 2024 – Present

• Managed the preparation and filing of over 450 corporate, partnership, and individual federal tax returns annually, maintaining a 100% on-time submission rate and eliminating late-filing penalties.
• Identified and leveraged tax credits and deductions to save clients $180,000 in tax liabilities, executing reviews of prior returns to submit amended filings.
• Supported senior managers in 18 federal and state tax audits, preparing documentation and defense strategies that defended 95% of disputed write-offs and saved clients from additional assessments.
• Deployed automated workflows within UltraTax CS to streamline quarterly estimates, reducing manual calculation times by 8 hours per week and decreasing data entry error rates by 15%.

Associate Tax Accountant — Sterling Tax Services

Evanston, IL | August 2020 – December 2023

• Assisted in preparing 320 federal and multi-state tax returns for individuals and small businesses, ensuring compliance with evolving tax regulations.
• Reconciled financial records and general ledgers for 24 business accounts using QuickBooks, correcting reporting errors to reduce client audit risk levels by 22%.
• Collaborated with tax lawyers to research complex federal codes, resolving 15 disputed state tax notices and saving clients a total of $42,000 in penalties.
• Implemented a new digital tax documentation portal for client onboarding, reducing average intake time from 5 business days to 2 business days and increasing satisfaction scores by 18%.

Corporate Tax Preparation, Federal Tax Compliance, Multi-State Tax Compliance, General Ledger Reconciliation, IRS Audit Support, Tax Planning & Strategy, QuickBooks, Intuit Lacerte, UltraTax CS, Microsoft Excel, Financial Reporting, Regulatory Compliance

Corporate Tax Process Automation

Role: Project Lead

Tools: UltraTax CS, Excel, Slack

Led the implementation of automated tax schedule templates, reducing preparation time by 28% and ensuring compliance across 15 enterprise accounts.

Multi-State Tax Compliance Initiative

Role: Tax Accountant Lead

Tools: QuickBooks, Excel, Intuit Lacerte

Audited and corrected historical multi-state filings for a manufacturing client, identifying $55,000 in overpaid state taxes and recovering the full amount via refunds.

• Certified Public Accountant (CPA) (2022)
• Enrolled Agent (EA) (2021)

• Languages: English (Native), Polish (Conversational)
• Volunteer Work: Volunteer Income Tax Assistance (VITA) program volunteer (2020-present)
• Availability: 2 weeks notice