Nick Taylor, CPA, MBA's Linkedin Analytics

Tax and accounting supervisor utiliizing innovative mechanics designed to help clients reduce their processing time, increase profits and help lower tax liabilities. Tax Supervisor | Tax Planning & Projections Email: [email protected] Dynamic Tax Supervisor and CPA with 12 years of experience helping manage financial records for diversified companies and high equity individual clientele, specializing in accounting, tax, and consultation. Passion for evaluating risks, digging deeper into client dynamics and understanding what customers want in quality service. Tax planning executive with demonstrated abilities in analyzing and solving complex tax issues. Skilled at preparing tax returns for individuals, corporations, partnerships and LLCs. Excels at developing positive client relationships and cultivating leadership skills. Proven experience performing and supervising accounting, tax and audit engagements, reviews and compilations with budgets of up to $40,000 and 300 staff hours. Strong accounting team management experience reviewing and revising client’s quality control processes, and performing internal system reviews and peer review examinations. Core Competencies: * Lacerte Tax * QuickBooks Pro * Ultra Tax * RIA Tax Research * BNA Individual Tax Projections * Microsoft Office Suite * Go Systems Tax * ProSystem Fx Tax and Engagement * Caseware Career Accomplishments: * Managed the peer review examination including financial statements and quality control checklists for two different CPA firms. Both firms passed peer review examination.   * Specialized in Form 990 exempt organization returns and individual tax returns at CPA firm and performed UBIT tax research for large university client resulting in large billing engagement for firm.  * Served as primary tax preparer at CPA firm for 2016 busy season handling 5% increase in client volume.  Please contact me at (949) 632-6855 with any Tax Supervisor opportunities