Richard Shank

About Richard Shank

Thanks for your time exploring my profile! I want to build my professional network to…

Experience

1. Tax Director Strategic Tax Advisor

   Strategic Tax Planning

   Feb 2023 — Present

   Elevating Tax Strategies | Fueling Success | Building Connections As a Tax Director at a licensed public accounting firm, I specialize in high-value tax strategies for businesses, nonprofits, and individuals. My mission is to empower clients by helping them understand their rights and unlock the full potential of available tax benefits within the legal framework. Client-Centric Approach: I focus primarily on small and medium enterprises, ensuring they receive personalized, world-class service. I\'m just a phone call away, always ready to provide expert guidance. On the Road: I\'m committed to going where our clients are, introducing them to innovative concepts, and guiding them through our comprehensive analysis to assess eligibility for tax credits. We handle the necessary filings to ensure peace of mind. 🤝 Relationship Builder: In my short tenure with the firm, I\'ve cultivated hundreds of new connections, fostering growth for individuals and assisting existing clients through our processes. Tax Code Expertise: My expertise extends to the intricate Employee Retention Credit (ERC), where I ensure clients\' full compliance with the law while maximizing their benefits. We excel in working with small and medium-sized businesses. 🤝 Cross-Functional Leadership: Managing a dynamic team across various functions, I ensure our firm operates by legal requirements and maintains peak efficiency. Collaborating with operations, marketing, finance, executive leadership, and administration, we drive profitability and success. Embracing Innovation: As a professional services firm, we fully embrace technology to deliver a seamless client experience while preserving a personal touch. Let\'s Connect: I invite you to connect with me to explore how I can help your business or organization succeed and minimize unnecessary tax burdens. Together, we can shape a brighter financial future.

Education

• Stevenson University

  Bachelor of Science (BS), Paralegal Studies

  2001 — 2005

• Stevenson University

  Bachelor of Science (BS), Accounting

  2001 — 2005