Experience

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  Hersman Serles Almond, LLC

  • Kirkland, Washington, United States

  • Tax Manager

    • Mar 2023 - Present
    • Kirkland, Washington, United States

    Utilizing strong leadership and communication skills, I lead a rapidly growing tax team, communicate and collaborate closely with 5 tax partners, manage client tax engagements, and foster trusting relationships with clients. -Lead and manage the firm’s tax team with 11 direct reports, provide guidance and mentorship, and foster a collaborative team environment-Manage client engagements from start to finish including building relationships with prospective clients and closing business, new client onboarding, managing tax projects and delivering returns, and billing and invoicing clients upon project completion-Review tax returns, amendments, and corresponding state and local returns (1040, 1120, 1120-S, 1065); review complex tax estimates and tax research memos prepared by tax associates-Represent clients before tax authorities including the IRS and state tax agencies-Strong focus on multi-state returns, nexus, and apportionment and allocation-Actively participate in talent recruitment including interviewing candidates and onboarding new hires

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  Iron Hills Supply

  • Sammamish, Washington, United States

  • Owner

    • Dec 2013 - Present
    • Sammamish, Washington, United States

    Own and operate a small business that imports steel drilling components for the core and exploration drilling sector and market to drillers in the western United States. My role as a business owner involves forging strong relationships with customers and suppliers, focusing on providing high-quality, durable products, and implementing marketing strategies. As a business owner, I am able to leverage my background and education in accounting to analyze statistical data for forecasting purposes, and to maintain a strong financial position.

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  KDP Certified Public Accountants, LLP

  • Tax Manager

    • Jan 2021 - Aug 2021

    KDP Certified Public Accountants and Whittaker & Associates merged in January 2021. As a tax manager at KDP, I managed client engagements and projects to ensure the delivery of high quality work while coaching and directing team members on executing accounting services. My primary responsibility at the firm was the preparation and review of tax returns including Corporation, S-Corporation, Partnership, and Individual returns. In addition, I worked closely with firm leadership to ensure achievement of strategic intent and market growth.

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  Whittaker & Associates, Inc.

  • Tax and Accounting Manager

    • Dec 2014 - Jan 2021

    I managed a small accounting team to provide clients with accounting services including budgeting and financial reporting, new business incorporation, business and individual tax return preparation, multi-state payroll, full-service bookkeeping, and documentation preparation for external auditors. My accounting and bookkeeping experience includes tech startups, nonprofits, distribution companies, and professional firms.

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  Idaho Insurance Solutions (an exclusive Allstate agency)

  • Boise, ID

  • Agency Sales Manager & Insurance Producer

    • 2011 - 2014
    • Boise, ID

    As an agency sales manager, I managed the agency sales team and conducted periodic employee reviews on individual sales goals and performance, as well as trained staff on new policies, risk management requirements, claim procedures, and technology changes. As an insurance producer, I executed marketing strategies to increase sales, facilitate growth, and capture a preferred, multiple-line client base. In addition, I produced insurance policies including life, auto, home/property, umbrella, and numerous forms of commercial insurance. While producing property policies, I interpreted real estate appraisals and property inspections, researched the real estate market to assess replacement and market value of residential and commercial property.

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  Allstate Insurance & Financial Services, LLC

  • Meridian, ID

  • Agency Manager and Insurance Producer

    • 2005 - 2011
    • Meridian, ID

    As an insurance sales producer, I developed and maintained an insurance book of over 1200 clients through outbound calls, insurance leads, cross-selling, and in-person marketing. I also maintained client retention, counseled customers regarding claims, and serviced new and existing policiesAs an agency manager, I assisted with the hiring and training of new employees and with managing office policies and procedures.

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  Don Dill Insurance

  • Nampa, Idaho

  • Insurance Assistant

    • 2003 - 2005
    • Nampa, Idaho