Experience

WilkinGuttenplan

• United States
• Accounting
• 100 - 200 Employee

• Tax Partner

  • Jan 2021 - Present

• International Tax Manager

  • Oct 2017 - Jan 2021

  • Specialize in international taxation and planning strategies, Repatriation tax, GILTI analysis and planning, treaty analysis and application, FATCA reporting and documentation, as well as income sourcing• Service high volume and wide range of clientele and partner group, while providing excellent service and maintaining collaborative and lasting relationships• Manage, train, supervise, and develop staff• Work with our talented team members on the Innovation Council to evaluate and implement new technologies, as well as educate our firm and clients on the changes coming to our profession



Withum

• United States
• Accounting
• 700 & Above Employee

• Sr. Tax Manager

  • Jul 2017 - Oct 2017

  • Specialize in international taxation and planning strategies, treaty analysis and application, FATCA reporting and documentation, as well as income sourcing• Service high volume and wide range of clientele and partner group, while providing excellent service and maintaining collaborative and lasting relationships• Manage, train, supervise, and develop staff• Provide firm wide training for team members with various level of experience

• Tax Manager

  • Jun 2015 - Jun 2017

  • Specialize in international taxation and planning strategies, treaty analysis and application, FATCA reporting and documentation, as well as income sourcing• Service high volume and wide range of clientele and partner group, while providing excellent service and maintaining collaborative and lasting relationships• Manage, train, supervise, and develop staff



SobelCo

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Nov 2014 - May 2015

  Relocated from Oklahoma to New Jersey where I started with Sobel and Co. At Sobel and Co I continued to build upon my managerial capabilities related to project and staff management, meeting client and partner expectations, and critical communication needs. Relocated from Oklahoma to New Jersey where I started with Sobel and Co. At Sobel and Co I continued to build upon my managerial capabilities related to project and staff management, meeting client and partner expectations, and critical communication needs.



Eide Bailly LLP

• United States
• Accounting
• 700 & Above Employee

• Tax Manager

  • Dec 2013 - Oct 2014

  Worked with and maintained client relationships for multitude of individual and business clients in various industries such as healthcare, real estate, professional services. In addition, staff management and development played a major role in my employment duties. While at Eide Bailly I strengthened and expanded my knowledge in tax compliance and research. Worked with and maintained client relationships for multitude of individual and business clients in various industries such as healthcare, real estate, professional services. In addition, staff management and development played a major role in my employment duties. While at Eide Bailly I strengthened and expanded my knowledge in tax compliance and research.



Baldwin & Company P.C. - Certified Public Accountants

• United States
• Accounting
• 1 - 100 Employee

• CPA

  • May 2005 - Dec 2013

  Developed an extensive background in accounting, compilations, and tax compliance. Experience included real life debits and credits, preparation of compilations, payroll tax reports, and individual and business tax compliance.. Additional experience of learning the foundations to listen to all client’s needs while building strong client relationships. While at B&Co I gained valuable experience in almost all facets of federal income taxation involving individuals, partnerships, S corporations, and C corporations. This strong foundation has followed me and helped me excel everywhere I’ve been.