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Charles Bloomberg

Denver, USA

charlesbloomberg@gmail.com

(621) 799-5548

in/cbloomberg

PROFESSIONAL SUMMARY

Experienced Tax Advisor with a demonstrated history of optimizing tax strategies for clients, ensuring compliance, and reducing liabilities using advanced tax planning techniques.

PROFESSIONAL Experience

Senior Tax Advisor | Company A

February 2018 — Present, Denver, USA

• Optimized tax strategies for over 150 corporate clients annually, resulting in an average tax savings of 12% per client using advanced tax planning software like Thomson Reuters ONESOURCE.
• Directed the preparation of federal, state, and local tax returns for 200+ clients quarterly, ensuring 100% compliance with current tax laws and regulations.
• Spearheaded tax compliance reviews, identifying and correcting discrepancies in 95% of client cases using analytics tools such as Microsoft Power BI.
• Developed and delivered quarterly tax training sessions, increasing team efficiency by 20% by simplifying complex tax codes and regulations.
• Collaborated with audit teams to address tax-related issues, significantly reducing potential tax liabilities and audit risks for major clients.

Tax Consultant | Company B

June 2015 — January 2018, New York, USA

• Managed a portfolio of 100 high-net-worth individuals, delivering comprehensive tax planning services that minimized liabilities and maximized returns.
• Conducted thorough tax research and analysis using CCH Axcess, effectively providing clients with insightful advice and tailored tax strategies.
• Implemented tax-efficient structures and strategies that resulted in a 15% reduction in tax liability for 80% of clients within 18 months.
• Provided support in tax audits, achieving favorable outcomes in 90% of cases by strategically presenting and documenting tax positions.

Tax Associate | Company C

August 2013 — May 2015, Indianapolis, USA

• Prepared and reviewed individual and corporate tax returns, ensuring accuracy and compliance for 50+ clients per month.
• Conducted tax research and updated tax code knowledge, successfully advising clients on tax-saving opportunities and compliance requirements.
• Supported senior advisors in tax planning and strategy development, contributing to a 10% increase in client satisfaction ratings.

Junior Tax Analyst | Company D

June 2011 — July 2013, Sacramento, USA

• Analyzed client financial statements and identified tax-saving opportunities, resulting in a 5% average tax savings for 40 clients annually.
• Assisted in the preparation of tax returns, ensuring timely and accurate filings for small businesses and individual clients.
• Maintained up-to-date client records in tax software, enhancing data accuracy and retrieval efficiency for the team.

Education

Bachelor of Science in Accounting | University of California, Berkeley

May 2011

Expert-Level Skills

Tax Planning, Tax Compliance, Tax Research, Federal and State Taxation, International Taxation, Tax Strategy Development, Financial Analysis, Audit Support, CCH Axcess, Thomson Reuters ONESOURCE, Microsoft Power BI, Client Relationship Management, Strategic Planning, Team Leadership, Problem-Solving, Communication

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