Manager

• Nov 2018 - Present

Manager

• Jan 2018 - Nov 2018

Planning and managing multiple client engagements and simultaneously.Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and non-profits.Giving clients recommendations and guidance on how to achieve their goals.Assists in identifying opportunities for growth with clients.Researching tax issues and providing guidance to clients.Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff.

Tax Supervisor

• Dec 2014 - Dec 2017

Reviewing and preparing complex tax returns including federal and multi-state returns for corporations, pass-through entities, high net-worth individuals, trusts & estates, and nonprofit organizations ranging up to $150 million in annual gross revenue.Builds new and existing client relationships and demonstrate knowledge of client business while managing budgets, billing, and production goals.Prepares internal memoranda, written correspondence/guidance, and other documents for submission to the IRS or State Departments.

Tax Manager

• Feb 2013 - Nov 2014

Responsible for all Income tax compliance (federal and state), accounting for income taxes, research, audits, and overseeing motor fuel, sales and use, and property tax return preparation. Utilize ASC 740 and US GAAP standards to assist with the tax provision preparation. Responsible for all Income tax compliance (federal and state), accounting for income taxes, research, audits, and overseeing motor fuel, sales and use, and property tax return preparation. Utilize ASC 740 and US GAAP standards to assist with the tax provision preparation.

Senior Tax Accountant

• Jun 2010 - Jan 2013

Worked with outside tax preparer to ensure the accurate and timely preparation of federal and state tax returns for US based companies and international subsidiaries. Assisted with IRS and state income tax, sales and use tax, and property tax audits. Prepared workpapers for Federal, State, and International compliance, including the foreign tax credit, bonus depreciation, and transfer pricing agreements. Responded to related tax correspondence and research issues for a wide variety of tax issues.

Associate

• Jan 2009 - Apr 2010

Planned and conducted financial audits on all corporate functions with annual revenues ranging from $1 million to $100 million. Prepared comparative monthly and annual condensed financial statements for corporate entities to include balance sheet, income statement and statement of cash flows. Assisted with the preparation of all federal, state and local tax returns, workpapers, estimates, and projections for individual, partnership, and corporate entities with annual revenues ranging from $1 million to $100 million.

Intern

• Jun 2008 - Aug 2008

Accounting Intern Accounting Intern