Experience

Legacy Professionals LLP

• United States
• Accounting
• 100 - 200 Employee

• Principal

  • Nov 2022 - Present

  Review and preparation of various tax return reportings for all types of entities. Perform tax research for a wide variety of tax topics including corporate and individual taxation as well as payroll and employee benefits. Manage client relationships and point of contact for various tax needs and questions. Involved in hiring process for tax season interns and the primary person in charge of their training and management. Review and preparation of various tax return reportings for all types of entities. Perform tax research for a wide variety of tax topics including corporate and individual taxation as well as payroll and employee benefits. Manage client relationships and point of contact for various tax needs and questions. Involved in hiring process for tax season interns and the primary person in charge of their training and management.



Bansley & Kiener, LLP Certified Public Accountants

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Jan 2010 - Oct 2022

  Review and preparation of various tax return reportings for all types of entities. Perform tax research for a wide variety of tax topics including corporate and individual taxation as well as payroll and employee benefits. Manage client relationships and point of contact for various tax needs and questions. Involved in hiring process for tax season interns and the primary person in charge of their training and management. Review and preparation of various tax return reportings for all types of entities. Perform tax research for a wide variety of tax topics including corporate and individual taxation as well as payroll and employee benefits. Manage client relationships and point of contact for various tax needs and questions. Involved in hiring process for tax season interns and the primary person in charge of their training and management.



Clifton Gunderson LLP

• United States
• Accounting
• 200 - 300 Employee

• Tax Senior Associate

  • Nov 2006 - Dec 2009

  Tax return preparation of primarily corporate (1120) and patnership (1065) returns and specializing in unique tax laws for property & casualty insurance companies (1120-PC). Preparation included multi-state taxation. Tax return preparation of primarily corporate (1120) and patnership (1065) returns and specializing in unique tax laws for property & casualty insurance companies (1120-PC). Preparation included multi-state taxation.



Nykiel Carlin & Co., Ltd.

• Tax Senior

  • Jul 2000 - Oct 2006

  Tax return preparation of primarily corporate (1120) and patnership (1065) returns and specializing in unique tax laws for property & casualty insurance companies (1120-PC). Preparation included multi-state taxation. Also responsible for individual (1040), trust (1041), and not-for-profit returns (990). Experience with employee benefit returns (5500), sales and payroll taxes. Nykiel, Carlin & Co merged with Clifton Gunderson LLP in October 2006. Tax return preparation of primarily corporate (1120) and patnership (1065) returns and specializing in unique tax laws for property & casualty insurance companies (1120-PC). Preparation included multi-state taxation. Also responsible for individual (1040), trust (1041), and not-for-profit returns (990). Experience with employee benefit returns (5500), sales and payroll taxes. Nykiel, Carlin & Co merged with Clifton Gunderson LLP in October 2006.



PaveLoc Industries

• Cost Accounting Intern

  • May 1998 - Aug 1998

  Manufacture of Paver Bricks; Cost accounting intern to assist in creation and implementation of new cost system. Manufacture of Paver Bricks; Cost accounting intern to assist in creation and implementation of new cost system.



Eagle Fastener Corp

• Assistant to Controller

  • Sep 1995 - Jan 1998

  Fastener distributer; accounting clerk Fastener distributer; accounting clerk