Brian Millan 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
Detail oriented Tax Advisor who can bring thorough knowledge of the tax code and accurate tax management and compliance. Proficient at analyzing individual tax returns, assessing tax obligations, and processing tax documentation. Specialize at calibrating and utilizing tax software to streamline payments and compliance.
Tax strategy development
April 2009 to January 2015 Aeros Financial House–New Cityland, CA Tax Advisor -Provided in-house consulting duties on compliance with tax code, meeting tax obligations and limiting liabilities -Coordinated the development of tax strategies -Processed and reviewed tax documentation, inputted information into tax software and set software parameters February 2004 to May 2009 Hartman and Hartman–New Cityland, CA Tax Advisor -Reviewed and assessed new or relevant tax legislation to determine client compliance -Assessed client tax returns for compliance with tax code, determined liabilities -Coordinated international tax returns, communicated with clients to clarify returns and verify financial statements April 2000 to January 2004 Cityland Financial–New Cityland, CA Tax Advisor -Received client tax returns, conducted assessments and financial verification, inputted information into tax software -Assessed individual clients returns for tax obligations and liabilities, reconciled tax claims -Assisted in the development and implementation of tax strategies to limit liabilities
1999 San Diego State University, San Diego, CA Bachelor of Science in Accounting
Customer Service: 855.213.0348 Mon-Fri 8AM-8PM CST, Sat 8AM-5PM CST, Sun 10AM-6PM CST