Tax Manager, Director

• Feb 2022 - Present

Board Member

• Aug 2021 - Present

Personal Finance Influencer

• Oct 2015 - Present

Tax Manager

• Jan 2020 - Feb 2022

Senior Associate

• Sep 2016 - Dec 2019

Conduct engagements from tax planning through tax preparation for individuals, S-corporations and partnerships. Industries serviced include health care, real estate, professional services, and manufacturing. Knowledge of pertinent Internal Revenue Code sections for client industries. Conduct engagements from tax planning through tax preparation for individuals, S-corporations and partnerships. Industries serviced include health care, real estate, professional services, and manufacturing. Knowledge of pertinent Internal Revenue Code sections for client industries.

Senior Tax Accountant

• Oct 2014 - Sep 2016

Primary duties include tax compliance and tax planning associated with the annual preparation of various federal, state, local and foreign income tax returns for a variety of taxpayers including individuals, trusts, corporations, partnerships and foundations. Other duties consist of handling correspondence related to client’s tax filings as well as assisting with representing clients in federal, state and local tax audits; preparing quarterly estimated taxes and extension payments; and assisting financial account executives with year-end tax planning and research projects as needed. Show less

Accountant II

• Dec 2011 - Oct 2014

Prepare 1,000+ federal and state fiduciary tax returns. Review transactions in fiduciary accounts to ensure correct tax reporting. Review trust documents, Wills, agency and other agreements to ensure proper tax treatment. Ensure that all tax returns are filed timely and accurately. Prepare federal & state quarterly estimates. Effectively resolve issues with tax authorities, advisors, managers and peers. Efficiently present projections and year-end tax planning alternatives. Research various tax matters. Perform other duties as assigned. Show less

Intern

• Jan 2011 - Apr 2011

Prepared individual, state, city, estate and trust returns. Prepared individual, state, city, estate and trust returns.

Internal Audit Intern

• Jan 2010 - May 2010

Assisted with the annual audit for RPM International Inc. and their subsidiaries. Assisted with the annual audit for RPM International Inc. and their subsidiaries.