Altrashonna Dillon
Tax Planning Specialist
- Role
- Senior Tax Planning Specialist at Classified
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
Experience
Senior Tax Planning Specialist
Jan 2016 — Present · Southfield, MI, US
Ensure the timely preparation and filing of over 300 federal and state income tax returns for individuals, estates, and trusts for clients in various industries and net worth. Prepare quarterly and semi-annual tax projections/forecasts for all clients to properly analyze and plan for tax events and tax saving opportunities. Review and provide timely feedback on income tax returns, tax projections and tax strategies for junior tax associates. Provide ongoing support to new tax associates regarding changes in company process, tax laws, and technology updates.Analyze financial data through case study and recommend strategies to effectively tax plan. Continuously research changes to tax codes. Compiled relevant information for clients and developed strategies for tax savings due to the TCJA act. Run quarterly reports to compile tax harvesting opportunities for capital gains/losses in over 50 client portfolios. Timely respond to IRS and state revenue department notices.
Education
University of Michigan-Flint
Bachelor of Business Administration - BBA
2015 — 2016
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.