Michael Vere

Experience

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  Internal Revenue Service

  Aug 1986 - Jul 1988

  IRS Taxpayer Service Representative

  • Responsible for handling incoming calls from the IRS customers, as well as finding answers and solutions to their specific questions and clarifications. • Customer Service Representative, handled customer complaints, answer questions and inquiries, and connected to proper resources.

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  Commonwealth of Massachusetts Department of Revenue

  Jul 1988 - Jun 1992

  Tax Examiner I

  Reviewed/examined/audited personal income, corporate and sales tax returns for accuracy and compliance.• Provided on-the-job training and technical assistance to employees of a lower grade. • Evaluated applications for abatements of taxes and determines new assessments based on information provided by applicants. • Provided technical assistance to clients by answering questions and explaining state and federal tax laws, rules, regulations, guidelines, and procedures. • Analyzed financial reports, transactions, bank statements, accounts, or ledgers. Reviews, approves, and/or denies abatement claims and amended returns as authorized and not to exceed thresholds designated within the Delegations of Authority. • Acted as a customer service representative and answer taxpayer's general questions. • Performed problem resolution and accounting adjustments. • Special liaison to City of Boston and Special Investigation Bureaus. Show less

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  Subcontractor

  Jul 1992 - Sept 1998

  Accountant - Federal and Multistate Taxation

  Long term assignments at: TJX Corporation, The Boston Company, Kronos, Fidelity Investments Prepared, examined, and analyzed accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. • Computed fiduciary, corporate, sales/use, and personal income taxes owed and prepares tax returns, ensuring compliance with payment, reporting or other tax requirements. • Maintained and examined the records filed with multiple government agencies. • Advised clients in the design of accounting or data processing systems, or long-range tax or estate plans. • Developed, maintained, and analyzed budgets, preparing periodic reports that compare budgeted costs to actual costs. • Analyzed business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice. Show less

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  Lowe's Companies, Inc.

  Sept 2014 - Oct 2018

  Weekday Sales Team Leader

  Customer Service Representative - Weekday TeamOutdoor power equipment sales expert: providing detailed product information to both customers and peers; promoting and recommending products that match customer needs. • Conduct sales activities, problem resolution, and build relationships with customers.• Flexible in accepting new roles and responsibilities, across multiple departments.• Cash handling and cash register operation.

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  H&R Block

  Oct 2018 - now

  Master Tax Advisor - Enrolled Agent

  Preparing complete and accurate Federal and State Personal, Business, Estate, and Gift tax returns.• Conducting face-to-face tax interviews with clients to determine both the tax obligation and the most beneficial manner for the client to file.• Researching Federal and State tax law to ensure preparation accuracy per Circular 230. • Generating business growth, increasing client retention, and offering additional products and services.• Small business consultation and guidance, especially for start-ups.• Providing IRS and state audit support via interaction with various tax authorities.• Mentoring and supporting teammates. Show less

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  Green Future Wealth Management

  Nov 2023 - now

  Tax Manager