SHANNON MCCLAM

• Worked 2 season's as a Tax Expert (Tax Season 2023 and 2025)
• Collaborated with cross-functional teams to ensure seamless

communication and coordination on tax-related matters.

• Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
• Prepared accurate and timely federal, state, and local income tax returns for individuals.
• Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
• Streamlined tax preparation processes for increased efficiency and accuracy.

• Built strong relationships with taxpayers through professional communication and timely responses to inquiries.
• Supported the development of internal policies by providing expert input on taxation matters in meetings and discussions.
• Conducted in-depth audits of individual, corporate, and tax-exempt organization tax returns to ensure compliance with federal tax laws and regulations.
• Analyzed and reviewed complex financial data, including income statements, balance sheets, and supporting documentation.
• Prepared approximately 50 audit reports per month, identifying discrepancies, proposing adjustments, and recommending corrective actions.
• Communicated with taxpayers, tax professionals, and legal representatives to request additional documentation and clarify issues.
• Provided guidance on tax law compliance, interpreting IRS regulations, and explaining audit results to taxpayers.
• Managed approximately 30 incoming calls, emails and faxes per day from taxpayers.

• Performed all financial operations for companies, including bank reconciliations, reviewing month bank statements, profit and loss, balance sheets.
• Completed Biweekly payroll for company employees, including calculating taxes, vacation, sick and bonus
• Prepared annual tax reports for small business and individual clients 1040,1065,1120S (100 individual returns and 20 business tax returns per tax season)
• Conducts pre-audit analysis of assigned cases, researching any available background materials and formulates a plan for the audit.
• Performs employment tax examinations of very large and complex business entities with extensive operation often conducted through subsidiaries or other related operating components.
• Examination are conducted both independently and as the employment tax expert on an audit team in the examination of a controlled large case.
• Utilizes advanced investigative, interviewing, fact-finding and auditing techniques in the examination of voluminous books and records and accounting system to determine if the tax has been accurately reported.
• Prepares a written report and informs the taxpayer or representative of any changes to tax liability, explaining reasons for the adjustment. Negotiates agreement with the taxpayer and explains appeal procedures as necessary.