Jimmy Harris

About Jimmy Harris

Navigating the intricate maze of tax regulations is my forte. As an experienced Tax Professional, I couple my Juris Doctor (JD), Master of Laws (LLM) in Tax, and Master of Business Administration (MBA) qualifications with a hands-on approach to tax advisory, compliance, and controversy services.My foundation in tax law, combined with an astute knowledge of tax planning strategies, empowers me to craft tailored solutions that optimize financial outcomes. With a keen eye for detail, I delve deep into tax research and analysis, ensuring clients gain clarity amidst complex regulations. Moreover, my analytical prowess and sharp business insights provide a holistic view of the financial landscape, enabling clients to make informed decisions that resonate with their long-term goals.Staying abreast of the ever-evolving tax landscape is paramount. I continuously update my knowledge base to ensure that my advice is accurate and proactive, positioning my clients at the forefront of compliance and financial success.Collaboration is at the heart of what I do. By fostering partnerships with legal teams, financial professionals, and clients, I create a synergy that\'s built on mutual trust, effective communication, and shared objectives. Whether navigating the challenges of individual or corporate taxation, handling international tax nuances, or ensuring seamless tax audits and compliance, my commitment remains: to deliver excellence and drive tangible results.If you\'re looking for a tax professional whose expertise is matched only by their dedication to client success, let\'s talk. We can craft strategies that align perfectly with your tax and financial objectives.

Experience

1. Tax Manager

   Zabel & Co., Llc

   Oct 2023 — Present

   As a Tax Manager at Zabel & Co, I am a pivotal team member, specializing in providing exceptional tax consulting, advisory, and compliance services to a diverse clientele across dynamic industries.• Build strong client relationships by offering expert tax support and services. I collaborate directly with clients and engage with tax teams to address their specific needs and provide tailored solutions.• Identify and implement effective tax planning strategies to ensure tax compliance and minimize liabilities. This includes in-depth tax research and working closely with clients on tax matters.• Manage multiple tax projects within a fast-paced and interactive team environment. I demonstrate proven leadership skills in developing and overseeing client service teams, ensuring projects are executed efficiently and meet deadlines.• Accurately prepare and file federal and state tax returns promptly while adhering to the latest tax legislation and regulations.• Identify tax-related challenges and develop innovative solutions to address client needs comprehensively.• Complete responses and schedules for income tax audits, ensuring clients are well-prepared for tax-related examinations.• Stay vigilant in monitoring tax legislation developments and inform clients and internal staff of significant changes and their potential implications.• Review tax returns to ensure accuracy and compliance with all relevant tax codes.• Supervise team members to ensure tax returns are completed correctly and efficiently. Actively contribute to the development and growth of our staff.

Education

• American University

  Graduate Certificate, Analytics

• Faulkner University

  Bachelor of Arts - BA, Business Administration and Management, General

  2016 — 2017

• American University

  Masters of Accounting, Accounting

• Charleston School of Law

  Doctor of Law - JD, Law

  2017 — 2019

• University of Florida - Fredric G. Levin College of Law

  Master of Laws - LL.M. Candidate, Tax Law/Taxation

  2019 — 2020

• American University

  Master of Business Administration - MBA, Finance

Skills

• 401k Rollovers
• Account Management
• Direct Sales
• Permanent Life Insurance
• Personal Finance
• Team Building
• Microsoft Office
• Management
• Training
• Finance
• Marketing
• Public Speaking
• Leadership
• Sales
• Real Estate Transactions
• Small Business
• Contract Negotiation
• Customer Service
• Strategic Planning
• Sellers
• Insurance
• Investments
• Registered Investment Advisor
• Series 7
• Series 65
• Series 6
• Series 63
• General Securities Registered Representative
• Real Estate
• Event Planning