Lee Brenner Email and Phone Number
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Lee Brenner personal email
Experienced tax accountant with exceptional range of skills. Human resource skills; trained office personnel on corporate procedures and successfully integrated them during mergers and acquisitions. Superior problem solver; through wise management of resources, and by matching the skills of staff accountants and interns against required work, deliver quality products even when meeting sudden short-term deadlines. Exceptional written and oral communication skills.
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Senior AccountantCarr, Riggs & IngramNew Mexico, United States -
Senior AccountantThe Roseline Group Jan 2023 - PresentRichmond, Va, Us•Perform tax research and tax planning. Expert at creating tax templates in Excel.•Execute multi-state tax returns for filing.•Manage client tax portfolios from tax planning to preparation of client tax return.•Interpret legal documents on how they pertain to client taxes.•Prepare 1040, 1065, 1041, 1120, 1120S, 900PF, 709, and FBAR for filing.•Address notices from the IRS and state entities on behalf of clients; amend tax returns and furnish explanations to the IRS on why amendments are being performed.•Perform year-end tax planning and create tax projections.•Execute bookkeeping tasks for clients, including using QuickBooks for report creation; help bookkeeping with the issuing of 1099s to clients.•Train all levels of staff on CCH ProSystem fx Engagement software and Axcess Tax software; ensure entire office staff remains current with firm’s software suite. Perform Information Technology (IT) work for partners. -
Supervising SeniorCarr, Riggs & Ingram Oct 2021 - Jan 2023Enterprise, Al, Us•Perform tax research and tax planning. Work directly with clients to complete complex tax returns. Expert at creating tax templates in Excel.•Execute multi-state tax returns for filing.•Manage client tax portfolios from tax planning to preparation of client tax return.•Interpret legal documents on how they pertain to client taxes; work with client’s lawyers on tax planning and other legal matters.•Perform audit field work; execute audit engagements, including field work and financial statement preparation.•Prepare 1040, 1065, 1041, 1120, 1120S, 990, 900PF, 709, and FBAR for filing; review 1040s prepared by staff accountants.•Accomplish numerous functions as part of the firm’s 990, 1041, Agricultural, and Oil & Gas specialist team.•Address notices from the IRS and state entities on behalf of clients; amend tax returns and furnish explanations to the IRS on why amendments are being performed.•Specialist in the reporting of the sale of publicly traded partnerships (PTP) for tax purposes.•Perform year-end tax planning and create tax projections.•Resolve foreign tax matters with partners and managers.•Execute bookkeeping tasks for clients, including using QuickBooks for report creation; help bookkeeping with the issuing of 1099s to clients.•Prepare property tax reports for the county.•Transport sensitive client material between offices as a trusted agent.•Train interns, staff accountants, and cross-train auditors on tax return preparation.•Train all levels of staff on CCH ProSystem fx Engagement software and Axcess Tax software; ensure entire office staff remains current with firm’s software suite. Perform Information Technology (IT) work for partners.•Manage staff accountant and accountant work flow; prioritize tasks; supervise delegated work; furnish peer reviews for staff accountants and interns.•Handle migration of client portfolios between tax teams; lead briefings to tax teams.•Work with partners to obtain new clients for the firm. -
Senior AccountantCarr, Riggs & Ingram Jan 2019 - Oct 2021Enterprise, Al, Us•Prepare 1040, 1065, 1041, 1120, 1120S, 990, 900PF for filing•Perform Tax Research and Tax Planning•Do bookkeeping tasks for clients•Call and meet clients for the purpose of completing tax returns•Perform audit engagements including field work and financial statement preparation•Train interns and entry level tax preparers•Expert at creating tax templates in Excel•Utilize Adobe products; insure entire office remains current with software suite -
Accountant IiCarr, Riggs & Ingram Jan 2018 - Jan 2019Enterprise, Al, Us•Prepare 1040, 1065, 1041, 1120, 1120S, 990, 900PF for filing•Perform Tax Research and Tax Planning•Do bookkeeping tasks for clients•Call and meet clients for the purpose of completing tax returns•Perform audit engagements including field work and financial statement preparation•Train interns along with providing tax advice to entry level tax preparers•Expert at creating tax templates in Excel•Utilize Adobe products; insure entire office remains current with software suite -
Accountant ICarr, Riggs & Ingram Nov 2016 - Jan 2018Enterprise, Al, Us•Work on parts of audit and accounting engagements and tax returns•Tax Research•Perform tasks outlined in audit program•Document work•Create work templates for both the Tax and Audit department•Planning of audit engagements•Create Financial Statements -
Research Project MemberCorrales Mainstreet May 2016 - Aug 2016•Collect and sort surveys.•Tabulate information.•Process and interpret data.•Provide analysis expertise.
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Gaming ManagerAmerican Legion Post 118 May 2013 - Oct 2013•Managed personnel; hired new gaming employees.•Oversaw slot machines on premises.•Responsible for operating funds; deposited cash in bank, withdrew money from bank.•Provided cashiers with funds for payouts.•Counted cashier money at end of the day.•In charge of vault containing all gaming money.•Paid gaming taxes and other fees.
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StockerRoadrunner Custom Apparel Jun 2008 - Aug 2008•Stocked clothing in the store.•Pulled merchandise out and prepared it for customer pick up.•Unpacked new shipments of clothes, prepared outgoing shipments.•Maintained inventory.•Helped embroider and clean uniforms in the store.
Lee Brenner Skills
Lee Brenner Education Details
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Unm Anderson School Of ManagementAccounting And Marketing -
New Mexico Institute Of Mining And TechnologyStructural Civil Engineering
Frequently Asked Questions about Lee Brenner
What company does Lee Brenner work for?
Lee Brenner works for Carr, Riggs & Ingram
What is Lee Brenner's role at the current company?
Lee Brenner's current role is Senior Accountant.
What is Lee Brenner's email address?
Lee Brenner's email address is le****@****b.co.nz
What schools did Lee Brenner attend?
Lee Brenner attended Unm Anderson School Of Management, New Mexico Institute Of Mining And Technology.
What skills is Lee Brenner known for?
Lee Brenner has skills like Public Speaking, Accounting, Customer Service, Team Building, Management, Critical Thinking, History, Marketing, Presentations, Leadership, Mathematics, Team Leadership.
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