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, MN05-2022
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