Senior Tax Manager

• Jul 2023 - Present

Tax Manager

• Nov 2021 - Present

Tax Manager

• May 2019 - Nov 2021

- Specializing in consolidated corporations and tiered partnerships, including multi-state tax implications. - Presenting at tax seminars on current or proposed legislation for pass-through entities and state & local jurisdictions. - Providing tax review, planning, research, consulting and compliance services for S-corporations, C-corporations, partnerships, high net worth individuals, and trusts. - Experience in a variety of industries including construction and real estate, manufacturing and distribution, private equity, healthcare, professional service firms, technology, and entrepreneurs. - Assisting in training and developing staff on technical matters, managing client relationships, balancing multiple projects and meeting deadlines. Show less

Tax Manager

• Jul 2017 - May 2019

- Preparation and review of some of the most difficult tax returns in office for a variety of industries and high net worth individuals. - Involved in administrative side of tax department becoming a leader in training and developing young staff. - Constantly recommending ideas to improve firm efficiencies, qualities, services, and culture. - Conducted most of Tax Reform research for company, including Section 199A. Prepared Power Point and presented along with other members of tax department at annual meeting. - Implemented and monitored 1040 workpaper processes for new software, Sure Prep, that was introduced to entire staff. Show less

Tax Accountant

• Jan 2011 - Apr 2011

• Prepared 10% of the firm’s personal and fiduciary tax returns for individuals, families, and trusts. • I was lead individual tax preparer for the firm, training and managing two other preparers. • I prepared 5% of the firm’s business tax returns for C Corporations, S Corporations, and Partnerships my second tax season due to increased technical skills and efficiency. • Prepared 10% of the firm’s personal and fiduciary tax returns for individuals, families, and trusts. • I was lead individual tax preparer for the firm, training and managing two other preparers. • I prepared 5% of the firm’s business tax returns for C Corporations, S Corporations, and Partnerships my second tax season due to increased technical skills and efficiency.

Staff Accountant/Bookkeeper

• Apr 2010 - Jan 2011

• Provided accounting functions for Accounts Receivable and Accounts Payable, tracking $1.2 million in revenue per month along with $600K in expenses. • Processed invoices, credits, customer statements, detailed billing, spreadsheets, and provided support for over 1,300 customers. • Entered vendor invoices after verifying with purchase orders and internal documents, and selected invoices for payment for over 500 vendors. • Provided accounting functions for Accounts Receivable and Accounts Payable, tracking $1.2 million in revenue per month along with $600K in expenses. • Processed invoices, credits, customer statements, detailed billing, spreadsheets, and provided support for over 1,300 customers. • Entered vendor invoices after verifying with purchase orders and internal documents, and selected invoices for payment for over 500 vendors.

Staff Accountant

• Oct 2008 - May 2009

• As a staff accountant in the Investigative Accounting Group, I provided 20% of the firm’s insurance claim evaluations to insurance companies and independent adjusters for over 20 different industries. • Communicated with the policyholders regarding their operations, details of the loss, and available financial documentation. Communicated with the insurance adjuster regarding the status of the claim along with identifying and resolving potential misunderstandings in concept and terminology. • Created Excel spreadsheets using pertinent financial documentation provided by the insured, internet research, industry publications, and statistics to attest to the reasonableness of a claim ranging from $500 to over $1 million. Show less

Accounting

• Feb 2007 - Jun 2008

* Created spreadsheets on Excel for work documentation. * Processed individual, corporate, trust, payroll, and fiduciary tax returns. * Created spreadsheets on Excel for work documentation. * Processed individual, corporate, trust, payroll, and fiduciary tax returns.

Federal Tax Intern

• Jun 2007 - Aug 2007

* Performed federal tax research within the Internal Revenue Code. * Peformed federal tax services for a diverse group of clients. * Enhanced leadership and communication skills. * Prepared documentation and work papers with Excel spreadsheets. * Performed federal tax research within the Internal Revenue Code. * Peformed federal tax services for a diverse group of clients. * Enhanced leadership and communication skills. * Prepared documentation and work papers with Excel spreadsheets.

Accounting Intern

• May 2006 - Aug 2006

* Prepared bank reconciliations. * Demonstrated ability to enter vendor invoices and understand payroll procedures. * Prepared monthly State of Ohio sales tax return. * Prepared schedule of fixed assets for outside auditors. * Assisted outside audit team with information and source documentation. * Designed and completed a spreadsheet to collect data for an Excise Tax return. * Demonstrated understanding of preparation of financial statements for annual reporting. * Prepared bank reconciliations. * Demonstrated ability to enter vendor invoices and understand payroll procedures. * Prepared monthly State of Ohio sales tax return. * Prepared schedule of fixed assets for outside auditors. * Assisted outside audit team with information and source documentation. * Designed and completed a spreadsheet to collect data for an Excise Tax return. * Demonstrated understanding of preparation of financial statements for annual reporting.