Experience

IRS, Office of Chief Counsel

• United States
• Law Practice
• 400 - 500 Employee

• Attorney

  • Sep 2023 - Present

  San Francisco, California, United States



ModioLegal

• Information Services
• 1 - 100 Employee

• News Associate

  • Mar 2019 - Present

  United States - Complimenting classroom education and honing verbal communication skills by reviewing, narrating and recording large amounts of legal analysis and current awareness articles drawn from a variety of legal newsletters/periodicals covering numerous legal topics and practice areas. - Providing legal professionals throughout the country with timely, accurate, easy to understand audio narrations of existing legal content that they can access through their smartphones during multitasking… Show more - Complimenting classroom education and honing verbal communication skills by reviewing, narrating and recording large amounts of legal analysis and current awareness articles drawn from a variety of legal newsletters/periodicals covering numerous legal topics and practice areas. - Providing legal professionals throughout the country with timely, accurate, easy to understand audio narrations of existing legal content that they can access through their smartphones during multitasking activities such as commuting and exercising without forgoing desk time they can otherwise bill. Show less



U.S. Department of Labor

• United States
• Government Administration
• 700 & Above Employee

• Investigator

  • Jun 2023 - Sep 2023

  Chicago, Illinois, United States - Review and analyze multiple types of documents and reports of investigation for legal and evidentiary sufficiency and conformity with national enforcement policy. Record data in appropriate database. - Research policy, program issues, and questions that have been raised. Analyze materials, discern relationships and interrelationships, and report findings. Develop and prepare reports or oral briefings to provide information/answers to issues and questions. - Conduct or participate in… Show more - Review and analyze multiple types of documents and reports of investigation for legal and evidentiary sufficiency and conformity with national enforcement policy. Record data in appropriate database. - Research policy, program issues, and questions that have been raised. Analyze materials, discern relationships and interrelationships, and report findings. Develop and prepare reports or oral briefings to provide information/answers to issues and questions. - Conduct or participate in conducting investigations. Include thorough analysis and gathering of evidence, identification of violations and resolution of issues identified. - Review and provide comments on proposed operating plans. Evaluate case activity on an ongoing basis for consistency with plan and policy. Identify issues, analyze problems and develop solutions. - Conduct research, collect and develop data reports on enforcement program, administrative operations and accomplishments of the office. Show less



Rathbun, Cservenyak & Kozol, LLC

• United States
• Law Practice
• 1 - 100 Employee

• Attorney

  • Apr 2023 - Jun 2023

  Plainfield, Illinois, United States - Practice in areas of elder law, guardianships, and contested estates. - Prepare legal documents for filing by drafting complaints, and drafting supporting affidavits and briefs. - Draft pleadings, motions, subpoenas for various cases in litigation. - Conduct investigations and depositions to obtain facts - Research various issues of law including legal precedents, and prepare analysis and recommendations to supervising attorney from research.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Experienced Tax Associate

  • Aug 2022 - Apr 2023

  Chicago, Illinois, United States - Prepare and assist with ASC 740 income tax accounting projects covering a broad array of transactions and other consulting engagements. - Utilize technologies (Excel, OneSource Tax Provision) to prepare and streamline tax provision calculations. - Work as part of a multi-disciplinary team helping to provide tax provision calculations and solutions to clients. - Participate in and contribute to market and business activities external to the firm; build and manage client relationships.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Tax Consultant II

  • Aug 2021 - Aug 2022

  Chicago, Illinois, United States - Participated in projects involving multi-state income tax planning, compliance, tax return and workpaper preparation, apportionment and income scenario modeling, and researching state tax controversies. - Responded to inquiries and notices from the IRS and state taxing agencies. - Served a mix of publicly traded and private clients with emphasis on corporations, and pass-through entities.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• JD Tax Intern

  • Jul 2020 - Jul 2020

  Chicago, Illinois, United States - JD Tax intern within the MTS group at Deloitte Chicago



Follmer Law Offices

• United States
• Law Practice

• Law Clerk

  • Apr 2019 - Oct 2019

  Urbana-Champaign, Illinois Area - Drafted and reviewed settlement demands, pleadings, petitions, notices, other documents, and correspondence. - Researched and composed memoranda on issues of law including probate, animal attacks, premises liability, and contract formation. - Interviewed witnesses and compiled memoranda on their statements; prepared FOIA requests, and created abstracts on behalf of clients.



The Pangburn Group

• United States
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jan 2015 - Aug 2018

  New Roads, LA - Ensured compliance of legal Nonqualified Deferred Compensation Plan documents with industry regulations and IRS Code Sections 409A, 457(f), and 3121(v)(ii) upon initial plan setup and ongoing administration. - Established and maintained third party administrative recordkeeping services for nonqualified balance plans including post-retirement split dollar plans for both publicly traded and privately held companies. - Prepared and audited accounting and compliance reports, participant… Show more - Ensured compliance of legal Nonqualified Deferred Compensation Plan documents with industry regulations and IRS Code Sections 409A, 457(f), and 3121(v)(ii) upon initial plan setup and ongoing administration. - Established and maintained third party administrative recordkeeping services for nonqualified balance plans including post-retirement split dollar plans for both publicly traded and privately held companies. - Prepared and audited accounting and compliance reports, participant benefit statements, and other client deliverables. - Ensured accuracy of participant benefit statements by creating support calculation spreadsheets to verify any supplemental benefits, and FICA calculations. Show less