Robert McDonald, Enrolled Agent

Robert mcdonald, enrolled agent

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location of Robert McDonald, Enrolled AgentHumble, Texas, United States
Phone number of Robert McDonald, Enrolled Agent+91 xxxx xxxxx
Followers of Robert McDonald, Enrolled Agent1000 followers
  • Timeline

    Oct 2007 - Nov 2010

    Cryptologic Technician

    US Navy
    San Diego, California, United States
    Nov 2010 - Jan 2014

    Account Supervisor

    Valverde International Consultants
    Jan 2015 - Jul 2021

    Case Administrator

    National Tax Controversy Services
    Current Company
    Aug 2021 - now

    Paralegal

    Moss Adams
  • About me

    Accounting & Tax Professional | Leadership Development & Team Collaboration

  • Education

    • University of houston

      2011 - 2014
      Bachelor's degree

      Activities and Societies: Student Veterans of America at the University of Houston and Universidad Latina de Costa Rica-Study abroad(Spanish Language and Literature)

  • Experience

    • Us navy

      Oct 2007 - Nov 2010

      • Provided structured supervision, leadership, and support for Interpretive Operations Element, Joint Intelligence Group comprised of 35 Civilian Linguists while directing technical development and implementation of intelligence initiatives• Proactively identified information gaps and potential threats through evaluation of gathered information relevance and accuracy using analytical methodologies and intelligence database systems• Successfully produced 9.8K+ Linguist daily activity reports, compiled statistical data, and ensured the accuracy of intelligence reports Show less

      • Cryptologic Technician

        Nov 2008 - Nov 2010
      • Crypto Technician Supervisor

        Oct 2007 - Nov 2008
    • Valverde international consultants

      Nov 2010 - Jan 2014
      Account supervisor

      • Provided account management support for an international consulting company, including preparation of monthly financial statements, schedules, and account analyses while creating accounting, billing, and HR processes and procedures• Strategically managed complex projects and associated budgets through the application of cost control best practices while aligning work activities to remain in compliance with established contracts and annual budgets• Prepared cash forecasts, processed bi-weekly payroll, secured bank financing and compliance, reclassified incorrectly coded items and reconciled bank statements while coordinating customer communications and service with Managers• Efficiently processed 920 general administrative action items and 530 invoice orders while proactively preparing financial statements and produced both monthly and year-end financial packages in accordance with applicable best practices• Reviewed tasks performed by Accounting Administrative personnel for accurate completion while compiling requisitions, receipts, and inventory documents and reviewed for accuracy and appropriateness• Performed monthly financial closings, including relevant adjustment of journal entries and account reconciliations Show less

    • National tax controversy services

      Jan 2015 - Jul 2021
      Case administrator

      Promoted April 2019 from Project Associate• Successfully achieved 100% sustention on a $600K Federal R&D Credit for a civil construction company client, as well as on an $80K State R&D Credit for a mechanical contracting company client• Strategically manage and direct projects ranging in value from $35K-$500K from inception to successful completion, including requirements gathering, providing technical value and ensuring completion of deliverable milestones• Provide structured leadership for 3 Project Associates while assisting the Team Director in supervising 6 Attorneys• Compose technical responses to Information Document Requests from taxing authorities, as well as appellate protest letters on behalf of clients, while representing clients in meetings with the IRS and state tax agencies• Actively consult with C-Level Executives and CPAs to identify and calculate tax incentives while strategically directing the implementation of government-sponsored tax credits and assisting in the preparation of income tax• Counsel and advise corporate and individual clients on tax matters, as well as dispute resolution alternatives, while actively maintaining tax regulations and aligning corporate activities to remain in compliance with applicable standards• Deliver accurate and reliable data to clients to identify and mitigate tax-related risks while relaying pertinent information to corporate and client professionals• Coordinate activities within the tax department and assisting the Sr. Tax Manager in monitoring and guiding the activities of staff while carrying out R&D and investigating new tax guidelines• Proactively identify potential issues in tax dealings while accurately forecasting tax rates and efficiently reconciling major tax accounts, as well as performing detailed tax audits for corporations to ensure accurate tax rates for clients• Effectively negotiate audit scopes and review tax provisions to assist corporate clients in efficient tax planning Show less

    • Moss adams

      Aug 2021 - now
      Paralegal

      The National Tax Group is a team of tax-technical specialists that supports strategic initiatives, and a network that is uniquely positioned to help Moss Adams clients with their tax controversy issues. This involves all aspects of controversy management and dispute resolution, including assisting clients before the IRS Exam and Appeals Divisions, penalty relief and abatement requests, and advising on Alternative Dispute Resolution. Our goal is to pair greater client service with a profound tax technical perspective.• Researching tax issues to develop effective tax resolution strategies• Translating complex data from a range of sources into client-ready insights and deliverables• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service• Communicating complex tax issues to tax professionals, non-tax professionals and clients Show less

  • Licenses & Certifications

    • Corporate entrepreneurship

      University of houston
      Jan 2013
    • Technical writing: quick start guides

      Linkedin
      Aug 2021
      View certificate certificate
    • Enrolled agent (ea)

      Internal revenue service
      Nov 2024
    • Computer-peripheral-equipment operator

      U.s. department of labor
      Jan 2009
  • Honors & Awards

    • Awarded to Robert McDonald, Enrolled Agent
      Joint Service Achievement Medal - Oct 2008
  • Volunteer Experience

    • Volunteer

      Issued by Watch D.O.G.S. on Sept 2017
      Watch D.O.G.S.Associated with Robert McDonald, Enrolled Agent
    • Volunteer

      Issued by DAV (Disabled American Veterans) on Jun 2023
      DAV (Disabled American Veterans)Associated with Robert McDonald, Enrolled Agent