Melissa Cowan

Candidate Information

Email: 1melissakaycowan@gmail.com

Phone: 469-879-5965

Salary Expectation: $80K-$100K

Skills: Tax Preparation and Compliance 15 years of tax preparation experience Expertise in personal tax returns (simple to complex) Proficiency in business tax returns (Sole Proprietorship, 1065, 1120S, simple 1120) Experience with FBARs and FATCA reporting Preparation of nonprofit returns (Form 990) Handling IRS and state audits and correspondence Expertise in preparing state and local tax filings, including TWC, Texas Franchise, and Sales and Use Tax reports Technical Skills Enrolled Agent since 2020 Proficiency in tax software (Liberty Tax software, Drake, ProSeries) Intermediate knowledge of QuickBooks Familiarity with payroll processing Leadership and Management Supervised branch operations at Liberty Tax Service and Perfect Tax and Finance Managed onshore staff and delegated tasks Reviewed and quality-checked tax returns Trained staff in tax preparation and compliance Increased revenue and efficiency through team management Achievements Consistently achieved top performance metrics at Intuit Recognized as a top performer in trajectory and proficiency bonuses Managed and expanded tax operations, increasing client satisfaction and retention Education Bachelor of Science in Accounting (Ashford University) Bachelor of Science in Education (Pensacola Christian College) Additional Skills Proficient in resolving complex client tax issues Research skills for tax regulations and compliance Strong interpersonal and team collaboration skills

Current Location: Roanoke, TX

Willing to Relocate?: YES

Relevant Experience: 15

Work Authorization:

Highlights: Tax Expertise

15+ years of experience in personal and business tax preparation.
Proficient in handling complex tax returns, including FBARs, FATCA, and nonprofit filings (Form 990).
Enrolled Agent Credentials

Achieved Enrolled Agent status in 2020, showcasing expertise in U.S. tax laws and regulations.
Leadership and Team Management

Managed onshore staff and delegated tasks efficiently.
Trained and mentored team members to enhance performance and accuracy.
Proven ability to increase revenue and operational efficiency in previous roles.
Outstanding Performance at Intuit

Ranked in the top 5% for proficiency bonuses.
Consistently achieved high metrics, including completing over 100 full-service returns in a single season.
Software Proficiency

Skilled in tax software including Drake, ProSeries, and Liberty Tax software.
Intermediate-level knowledge of QuickBooks and basic payroll processing.
Strong Educational Background

Bachelor of Science in Accounting from Ashford University.
Additional degree in Education with a focus on instructional capabilities.
Client-Centric Approach

Resolved complex client tax issues with professionalism and efficiency.
Recognized as a go-to expert for tax-related queries within the organizations.
Compliance and Regulatory Knowledge

Extensive experience in IRS and state audits, letters, and correspondence.
Expertise in state filings, including TWC, Texas Franchise, and Sales & Use Tax reports.

Resume: View Resume