Marlin Franklin Arries

• Streamlined workflow processes, improving overall efficiency within the tax department.
• Enhanced client satisfaction through the preparation and filing of accurate and timely tax returns.
• Managed a diverse portfolio of clients, addressing their unique tax needs and providing tailored solutions.
• Identified potential errors or inconsistencies in client data, minimizing risk exposure during audits or inquiries from taxing authorities.
• Developed strong relationships with clients through consistent communication and excellent customer service, resulting in repeat business.
• Reduced tax liabilities for clients by identifying and implementing effective tax-saving strategies.
• Assisted clients in structuring business transactions to minimize tax implications and maximize financial benefits.
• Provided insight into complex taxation issues for both individual taxpayers and businesses, enabling informed decisionmaking.
• Implemented best practices within the firm''s tax department, promoting consistency across all client engagements.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
• Offered clients recommendations to reduce tax liabilities.
• Assessed client tax situations to determine best filing options.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Analyzed financial records to verify accuracy of tax returns.
• Liaised with accountants to confirm accuracy of client tax returns.
• Collaborated with clients to answer questions and provide advice on tax matters.
• Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
• Calculated estimated tax payments for clients.
• Analyzed financial documents to accurately reflect client information on tax returns.
• Educated staff on organizational mission and goals to help employees achieve success
• Enhanced client satisfaction through the preparation and filing of accurate and timely tax returns

1998 - 2006

• Collecting Outstanding Tax returns (Personal, Company, Trusts
• Preparing Summons For Continuous Non-Submission
• Delivering Summonses
• Liasing With Magistrate Courts For Court Dates And Outcomes
• Determining Economic Activity And Subsequent De-registration

2006 - 2010

• Issuing Of Original Assessments
• Finalising Reduced Or Additional Assessments As Per Incoming Workflow
• Preparing Disputes (Notice Of Objection & Notice Of Appeal)
• Recommendations To Dispute Committee
• Representing SARS During Dispute Process
• Determining Disallowed Expenses And Assessed Losses
• Training & Preparing SARS Staff For New Filing Seasons As Well As Updated Legislation
• Expeditng Taxpayer Engagement