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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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