Lee Brenner

Lee Brenner Email and Phone Number

Senior Accountant @ Carr, Riggs & Ingram
New Mexico, United States
Lee Brenner's Location
Albuquerque-Santa Fe Metropolitan Area, United States, United States
Lee Brenner's Contact Details

Lee Brenner personal email

n/a
About Lee Brenner

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.

Lee Brenner's Current Company Details
Carr, Riggs & Ingram

Carr, Riggs & Ingram

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Senior Accountant
New Mexico, United States
Lee Brenner Work Experience Details
  • Carr, Riggs & Ingram
    Senior Accountant
    Carr, Riggs & Ingram
    New Mexico, United States
  • The Roseline Group
    Senior Accountant
    The Roseline Group Jan 2023 - Present
    Richmond, 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.
  • Carr, Riggs & Ingram
    Supervising Senior
    Carr, Riggs & Ingram Oct 2021 - Jan 2023
    Enterprise, 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.
  • Carr, Riggs & Ingram
    Senior Accountant
    Carr, Riggs & Ingram Jan 2019 - Oct 2021
    Enterprise, 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
  • Carr, Riggs & Ingram
    Accountant Ii
    Carr, Riggs & Ingram Jan 2018 - Jan 2019
    Enterprise, 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
  • Carr, Riggs & Ingram
    Accountant I
    Carr, Riggs & Ingram Nov 2016 - Jan 2018
    Enterprise, 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
  • Corrales Mainstreet
    Research Project Member
    Corrales Mainstreet May 2016 - Aug 2016
    •Collect and sort surveys.•Tabulate information.•Process and interpret data.•Provide analysis expertise.
  • American Legion Post 118
    Gaming Manager
    American 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.
  • Roadrunner Custom Apparel
    Stocker
    Roadrunner 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

Public Speaking Accounting Customer Service Team Building Management Critical Thinking History Marketing Presentations Leadership Mathematics Team Leadership Microsoft Office Budgets Microsoft Excel Microsoft Powerpoint Communication Budgeting Research Microsoft Word Spss Matlab Sql Prosystem Fx Engagement Prosystem Fx Tax

Lee Brenner Education Details

  • Unm Anderson School Of Management
    Unm Anderson School Of Management
    Accounting And Marketing
  • New Mexico Institute Of Mining And Technology
    New Mexico Institute Of Mining And Technology
    Structural 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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