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Yyyyyy x. yyyyyy
755 Tanglewood Ct.-Dubuque, IA 52003 abc@xyz.com
Tax Manager
Profile of Qualifications
Offering extensive background in Tax Accounting, with expertise in broad-scope taxation operations spanning compliance and consulting through full-range business operations backed by strong credentials including:
- Certified Public Accountant
- Owner/Operator of several tax service offices since 2002
- Internal Revenue Service Enrolled Agent ([assed exam; inactive)
- Executive MBA w/concentration in Finance & Marketing
- Certified QuickBooks Pro Advisor
- Registration with HD Vest Financial Services
- Chartered Mutual Fund Counselor (CMFC)
- Series 6, 63 & 65 Securities Licenses
- Iowa Life Insurance License
Vast experience in consulting, advising and working with broad range of clients across diverse business sectors; solid qualifications in corporate, partnership and sole proprietorship taxation
Well versed in current Federal and State tax law, practices and compliance requirements
Sharp business acumen, with strong managerial experience spanning business development, sales, marketing, and client relations through staffing/human resources, administrative and P&L
Excel in prioritizing, planning and managing workflow/operations to maximize use of resources, boost productivity and efficiency, control costs, and optimize bottom-line profits while ensuring consistent delivery of world-class client servicing
Professional Background
Owner/Operator, US Tax Service-Dubuque, IA 2002-Present
Successfully steer profitable operations of 3 offices in Bellevue, Dubuque and Platteville, specializing in delivering quality individual, small business and farm taxation services while additionally providing customized accounting and payroll services
Demonstrate sharp business acumen in managing all aspects of operation spanning business development, client services and human resources through administrative and financial/P&L
Investment Advisor, Steel Capital Management-Dubuque, IA 2000-2012
Effectively consulted with clients on investment/wealth management needs and delivered customized solutions and strategies for optimizing financial performance
Controller, Tucker Transport, Inc.-Dubuque, IA 2006-2007
Held accountability for all accounting and financial operations of multi-million dollar trucking company
Accountant, Sabers CPA-Dubuque, IA 1998-2000
Proficiently managed monthly accounting and payroll operations, including preparing and filing all tax returns; concurrently relied on as Computer Specialist in driving and supporting technology initiatives
Vice President/General Manager, Communications Properties, Inc.-Dubuque, IA 1980-1998
Contributed comprehensive accounting and financial knowledge toward preparing operational budgets as well as monitoring revenue and expenses for 4 radio stations
Directed full-scope operations, from staffing, supervision and workflow planning/coordination through business development, marketing/promotion and administrative
Education
Executive M.B.A. Concentration on Finance & Marketing
University of Iowa-Iowa City; 1990
B.S. in Economics, Majored in Accounting & Entrepreneurial Management
The Wharton School, University Of Pennsylvania-Philadelphia; 1979
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