Tax Advisor
Current- Tax preparation individuals and their personal business activity
- Consultation and tax planning
- Represent clients in IRS correspondence inquiries
Sep 2016 - Present
AeroLeads people directory · profile
Kenneth Alexander, E.A. Email & Phone Number
Tax Advisor
at
Clergy Advantage, Inc.
1 work email found
@comcast.net
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Tax Advisor
Location
Loveland, Colorado, United States
Company size
Who is Kenneth Alexander, E.A.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kenneth Alexander, E.A. is listed as Tax Advisor at Clergy Advantage, Inc., a company with 10 employees, based in Loveland, Colorado, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Kenneth Alexander, E.A..
Kenneth Alexander, E.A. previously worked as Sr. Tax Reporting Analyst, Client Service Representative at Curian Clearing and Business Process Analyst at Arapahoe County Human Services. Kenneth Alexander, E.A. holds Master’S Degree, Finance With Specialization In Accounting, 3.91/4 from Colorado State University-Global Campus.
Company email context
Email format at Clergy Advantage, Inc.
This section adds company-level context without repeating Kenneth Alexander, E.A.'s masked contact details.
*@comcast.net
68% confidence
AeroLeads found 1 current-domain work email signal for Kenneth Alexander, E.A.. Compare company email patterns before reaching out.
Profile bio
About Kenneth Alexander, E.A.
A versatile, high performing, experienced financial services professional with operational background in tax reporting, accounting, project management/business analysis, and customer service. A team player that engages cross-functional collaboration to achieve organizational goals. Experienced leader as manager, supervisor, and associate who finds opportunities for efficient use of time and resources. A life-long learner that enjoys the accomplishment of gaining and using new knowledge.
Listed skills include Financial Services, Project Management, Accounting, Operations Management, and 23 others.
Current workplace
Kenneth Alexander, E.A.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Clergy Advantage, Inc.
6 roles · 17 years
Kenneth Alexander, E.A. work experience
A career timeline built from the work history available for this profile.
Sr. Tax Reporting Analyst, Client Service Representative
- Mar 2011 - Apr 2016 - Sr. Tax Reporting Analyst
- Income Tax Reporting of actively managed brokerage accounts and mutual funds
- File, pay periodic tax returns for state and federal withholding (e.g. Forms 945, 945A)
- Facilitate generation and on-line posting of client tax documents (Forms 1099, 5498)
- Ensure compliance with IRS and SEC regulation
- Validate data transmissions to/from vendors
Oct 2010 - Apr 2016
Business Process Analyst
Arapahoe County Human Services
- Observe and measure work processes then implement improvements---
- Quantitative/qualitative workflow analysis to devise process improvements
- Made efficiency recommendations to unit managers
- Documented SOPs and process/flow models
- Oversaw implementation of new processes +Made workflow recommendations that led to a four-fold increase in document scanning volume without additional equipment or personnel
2009 - 2010
~1 yr
Project Manager/Business Analyst, Client Services
- Dec 2007 - Dec 2008 - Project Manager
- Through System Development Methodologies, oversaw system initiatives during design, testing, and implementation phases
- Facilitated requirements gathering workshops that included IT, business unit experts, QA Testers, and Compliance
- Wrote detailed business requirements documents
- Identified and resolved project defects
- Managed stakeholder expectations, inter-dependencies, and project deadlines in accordance with project scope documents
Feb 2007 - Dec 2008
Manager Of Operations Support/Accounting, Client Service Representative
- (May 1999 - Oct 2006) Denver Variable Annuity Accounting and Operations Support As Manager...
- Managed a staff of 10 seasoned operations and accounting specialists
- Oversaw cash management processing and bank deposits
- Teamed with IT, Actuarial, Asset Management, and Operation Managers to identify and resolve system issues
- Delegated ad hoc team projects
- Provided subject matter expertise for regulatory and control testing
Feb 1997 - Oct 2006
Customer And Marketing Support Specialist
Affiliated Financial Services
- Customer service for multiple fixed annuity companies---
- Telephone customer service for policy holders and producers
- Prepared fixed annuity/insurance illustrations for national sales force product presentations
- Maintained positive relationships with our sales force by providing first-rate customer service
- Provided production reporting and competitive rate analysis for management consumption
Mar 1994 - Feb 1997
Team & coworkers
Colleagues at Clergy Advantage, Inc.
Other employees you can reach at clergysupport.com. View company contacts for 10 employees →
SF
Sherry Feddon
Colleague at Clergy Advantage, Inc.
Milliken, Colorado, United States, United States
View →
ST
Susan Tomalino
Colleague at Clergy Advantage, Inc.
Loveland, Colorado, United States, United States
View →
PG
Paul Giacomazzi
Colleague at Clergy Advantage, Inc.
Los Angeles, California, United States, United States
View →
BD
Bode Daniel
Colleague at Clergy Advantage, Inc.
Nigeria, Nigeria
View →
AM
Amanda Mondt
Colleague at Clergy Advantage, Inc.
Evans, Colorado, United States, United States
View →
SA
Samuel Awolaru
Colleague at Clergy Advantage, Inc.
Nigeria, Nigeria
View →
Sherry Feddon
Colleague at Clergy Advantage, Inc.
Milliken, Colorado, United States, United States
View →
ST
Susan Tomalino
Colleague at Clergy Advantage, Inc.
Loveland, Colorado, United States, United States
View →
PG
Paul Giacomazzi
Colleague at Clergy Advantage, Inc.
Los Angeles, California, United States, United States
View →
BD
Bode Daniel
Colleague at Clergy Advantage, Inc.
Nigeria, Nigeria
View →
AM
Amanda Mondt
Colleague at Clergy Advantage, Inc.
Evans, Colorado, United States, United States
View →
SA
Samuel Awolaru
Colleague at Clergy Advantage, Inc.
Nigeria, Nigeria
View →
2 education records
Kenneth Alexander, E.A. education
Master’S Degree, Finance With Specialization In Accounting, 3.91/4
Bachelor Of Science - Bs, Organizational Management With Human Resources Emphasis, Gpa Of 3.95/4
FAQ
Frequently asked questions about Kenneth Alexander, E.A.
Quick answers generated from the profile data available on this page.
What company does Kenneth Alexander, E.A. work for?
Kenneth Alexander, E.A. works for Clergy Advantage, Inc..
What is Kenneth Alexander, E.A.'s role at Clergy Advantage, Inc.?
Kenneth Alexander, E.A. is listed as Tax Advisor at Clergy Advantage, Inc..
What is Kenneth Alexander, E.A.'s email address?
AeroLeads has found 1 work email signal at @comcast.net for Kenneth Alexander, E.A. at Clergy Advantage, Inc..
Where is Kenneth Alexander, E.A. based?
Kenneth Alexander, E.A. is based in Loveland, Colorado, United States while working with Clergy Advantage, Inc..
What companies has Kenneth Alexander, E.A. worked for?
Kenneth Alexander, E.A. has worked for Clergy Advantage, Inc., Curian Clearing, Arapahoe County Human Services, Curian Capital, and Jackson National Life.
Who are Kenneth Alexander, E.A.'s colleagues at Clergy Advantage, Inc.?
Kenneth Alexander, E.A.'s colleagues at Clergy Advantage, Inc. include Sherry Feddon, Susan Tomalino, Paul Giacomazzi, Bode Daniel, and Amanda Mondt.
How can I contact Kenneth Alexander, E.A.?
You can use AeroLeads to view verified contact signals for Kenneth Alexander, E.A. at Clergy Advantage, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kenneth Alexander, E.A. attend?
Kenneth Alexander, E.A. holds Master’S Degree, Finance With Specialization In Accounting, 3.91/4 from Colorado State University-Global Campus.
What skills is Kenneth Alexander, E.A. known for?
Kenneth Alexander, E.A. is listed with skills including Financial Services, Project Management, Accounting, Operations Management, Business Analysis, Process Improvement, Management, and Customer Service.
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