Tax Manager

• Jul 2019 - Present

- Working with high-net worth individuals and their family members to help resolve their tax needs.- Create tax projections to produce the necessary estimated quarterly tax payments necessary for the client.- Implementing and following through with effective planning to adhere to IRS deadlines.- Continuous research of IRS regulations and year-to-year law changes. - Deep involvement with individuals, corporations, partnerships, foundations and trusts.

Tax Supervisor

• Jul 2018 - Jun 2019

Senior Associate

• Jul 2016 - Jun 2018

Tax Associate

• Jan 2014 - Jun 2016

Business Lending Associate

• Mar 2013 - Dec 2013

TMC Development Working Solutions is a San Francisco based non-for-profit organization geared towards providing start-up and existing businesses with microloans between $5,000-$50,000 across the nine Bay Area counties. -First form of contact with potential clients seeking microloans. -Speak directly with small business owners and future entreprenuer to understand their product. -Analyze loan application packets and documentations. -Meet with clients to help provide them with more insight in understanding their own financial statements and projections -Attend networking events as a Working Solutions representative to promote our organization to local small businesses who are seeking financial assistance. -Involved deeply with the loan closing process subsequent to loan approval. Show less

Income Tax Assistant

• Feb 2011 - Mar 2013

VITA(Volunteer Income Tax Assistance) is an IRS-sponsored program that offers low-to-moderate income families with help filing their annual income tax returns free of charge. -Advanced Certification -3rd Tax Season -Meeting and communicating directly with the client to understand their needs and questions -Collaborating with fellow VITA tax preparers to work cohesively -Being very meticulous with our tax judgements to always reserve an objective state of mind VITA(Volunteer Income Tax Assistance) is an IRS-sponsored program that offers low-to-moderate income families with help filing their annual income tax returns free of charge. -Advanced Certification -3rd Tax Season -Meeting and communicating directly with the client to understand their needs and questions -Collaborating with fellow VITA tax preparers to work cohesively -Being very meticulous with our tax judgements to always reserve an objective state of mind

Finance/Accounting Intern

• Jan 2012 - Jun 2012

- Data-entry of Accounts Receivables and Payables into Financial Edge Software - Complete Non-for-Profit Corporate Tax Form - Book-to-Bank Reconciliations - Other Accounting Duties and Tasks - Data-entry of Accounts Receivables and Payables into Financial Edge Software - Complete Non-for-Profit Corporate Tax Form - Book-to-Bank Reconciliations - Other Accounting Duties and Tasks