Lee Brenner Email & Phone Number

New Mexico, United States

New Mexico, United States

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.

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.

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

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

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

•Collect and sort surveys.•Tabulate information.•Process and interpret data.•Provide analysis expertise.

•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.

•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.

Bachelor’S Degree, Accounting And Marketing

Bachelor’S Degree, Structural Civil Engineering