Experience

Skinner Fouch & Olson LLP

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Jun 2020 - Present



PDM, LLP

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Jan 2016 - Jun 2020

  • Prepared individual, corporation, partnership and trust tax returns in various industries; such as, health care, consulting, technology, manufacturing, investment and real estate. • Performed research and analysis for client tax planning and projection purposes • Serve as point of contact and maintain client relationships through face to face meetings, email and/or phone communication, and constant follow-up and communicating relevant tax updates to clients • Prepared journal entries for client to ensure accurate accounting records • Reviewed newer staff completed tax returns to ensure attention to detail, accurate data input.



NSBN LLP

• United States
• Accounting
• 1 - 100 Employee

• Experienced Staff Accountant

  • Jan 2012 - Jan 2016

  • Prepared individual, corporation, partnership and trust tax returns for real estate and business management clients. • Oversaw business management bookkeepers through continual follow-up, review of client financials, and assistance in daily record keeping of books. • Maintained lines of communication between clients and supervising partners to ensure appropriate and accurate information was obtained for tax returns • Performed audit and attest engagements for real estate and non-profit foundations • Compiled cash flow and tax liability analysis of client real estate purchases.



PDM, LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax Intern

  • Feb 2011 - May 2011

  • Prepared and assembled 2010 and 2009 Income tax returns for various entities • Entered client tax data into tax software program and analyzed tax form instructions • Engaged with clientele to ensure satisfactory experience and delivery of completed tax return • Maintained lines of communication between clients and supervising partners to ensure appropriate and accurate information was obtained for tax returns • Performed administrative duties such as, billing, inventory of supplies, organizing files, scanning work papers, etc.



EXPRESS

• United States
• Retail
• 700 & Above Employee

• Customer Sales Manager

  • 2002 - 2009

  • Ensured correct policies and procedures execution amongst staff • Performed monthly audits of deposit logs and created a system of checks and balances to preserve internal controls at the store level • Managed payroll to maximize operations of business by analyzing business trends daily and adjusting payroll and merchandise inflow according to consumer trends • Led supplemental training workshops in areas of sales and operations weaknesses to promote positive growth and accountability • Ranked as top sales manager for Spring, Summer, Fall, and Winter seasons of 2007 and 2008.