Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Abby Pagel, CPA

Minneapolis

Summary

Dynamic Senior Tax Associate at EisnerAmper with expertise in tax law and client communication. Successfully prepared complex tax returns (Specializing in Forms 1120S, 1065, 1120, and 1040) and ensured compliance with regulations, enhancing client satisfaction. Collaborates effectively with business professionals and government representatives to complete timely filings and smoothly handle any concerns. Proficient in CCH Axcess Tax, Microsoft Excel, Bloomberg Tax, CCH Engagement, and other tax preparation related software.


Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Tax Associate

EisnerAmper
01.2022 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Prepared accurate quarterly and yearly tax filings, focusing primarily on businesses.
  • Reviewed financial reports to correctly ascertain taxation and statement requirements.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

Education

Bachelor of Arts - Financial Management

University of St. Thomas
St. Paul, MN
05-2022

Skills

  • Tax law
  • GAAP
  • Tax research
  • Conflict resolution techniques
  • Tax planning strategies
  • Tax return preparation
  • Client communication
  • Staff development
  • Multi-state tax filing

Certification

  • Certified Public Accountant

Timeline

Senior Tax Associate

EisnerAmper
01.2022 - Current

Bachelor of Arts - Financial Management

University of St. Thomas
Abby Pagel, CPA