Kristi Wise
Tax Accounting Advisor
- Role
- Tax Accounting Advisor at Elite Consulting, P.C
- Location
- Lake Forest, IL, US
- LinkedIn followers
- 500 followers
About Kristi Wise
As an accomplished Accounting Specialist, Kristi leverages her extensive experience to deliver strategic financial solutions. She excels in financial reporting, invoicing, and optimizing business processes, blending traditional accounting expertise with innovative approaches. Kristi’s commitment to improving business efficiency shines through her work, providing clients with reliable accounting services and a forward-thinking perspective on growth and adaptability in a dynamic financial landscape.
Experience
Tax Accounting Advisor
Jan 2023 — Present · Northbrook, IL, US
Tax Preparation & CompliancePrepare and file tax returns for individuals, businesses, and trusts, ensuring adherence to federal and state regulations.Stay updated on tax law changes to provide accurate and compliant tax advice.Client ConsultationAdvise clients on tax strategies to minimize liabilities and optimize financial positions.Conduct one-on-one consultations to understand client financial goals and offer tailored tax solutions.Tax Planning & Strategy DevelopmentDevelop proactive tax planning strategies to optimize tax outcomes for clients year-round.Analyze financial data and transactions to identify potential tax savings or implications.Audit AssistanceRepresent clients during tax audits, offering support and guidance throughout the process.Prepare necessary documentation and liaise with tax authorities on behalf of clients.Cross-Functional CollaborationCollaborate with accounting and consulting teams to deliver comprehensive financial services.Work with internal teams to coordinate services that impact tax planning, such as investments, estate planning, and business expansion.Reporting & DocumentationMaintain accurate records of client tax activities and ensure all documentation meets regulatory standards.Prepare detailed reports on tax liabilities, credits, and deductions for client reference.Client Education & TrainingEducate clients on tax regulations and best practices, helping them make informed financial decisions.Provide guidance on record-keeping and documentation to ensure seamless tax filing.
Education
Rockcastle County High School
High School Diploma
Somerset Community College
Associate's Degree, Business/Commerce, General
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