Brandie S. Stifel
Business and Tax Specialist
Research Expertise
About
Experience
Iowa Department of Revenue
Taxpayer Service Specialist 3 / January, 2019 — March, 2024
Assisting taxpayers, tax professionals and state legislators with complex tax questions and scenarios. Act as trainer and mentor for new employees and coworkers. Report progress and training needs to supervisor.
Financial Architects, Inc.
New Business Desk / September, 2012 — January, 2019
Assisted over 40 agents across the state of Iowa with selling, placing and maintaining life and disability insurance policies and brokerage and investment accounts. Maintained all check records and compliance logs for the agency.
The Vroman Group, LLP
Receptionist and Tax Return Admin / December, 2010 — April, 2012
Greet and schedule clients for 5 CPAs in a formal office setting. Assemble paper returns and forms for clients. Correspondence with IRS and State government.
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