Chief Financial Officer

• Aug 2019 - Present

Tax Associate

• Oct 2017 - Jul 2019

Providing tax consulting, compliance and provision services to a broad range of U.S. entities both public and privately held. Carly’s consulting work includes but is not limited to research on tax technical topics related to the Code, tax reform, and the BBA. With her work in tax reform, she has extensively focused on 199A, but has also assisted clients in implementing tax reform through the research and analysis of the interest expense limitation, increased bonus depreciation, and the… Show more Providing tax consulting, compliance and provision services to a broad range of U.S. entities both public and privately held. Carly’s consulting work includes but is not limited to research on tax technical topics related to the Code, tax reform, and the BBA. With her work in tax reform, she has extensively focused on 199A, but has also assisted clients in implementing tax reform through the research and analysis of the interest expense limitation, increased bonus depreciation, and the deductibility of fringe benefits and meals and entertainment. She has also assisted clients with restructure considerations, the new partnership audit regime, various automatic and non-automatic changes in accounting method, treatment of settlement payments, and worthless stock losses. Her consulting experience includes working with clients in the financial services, technology, and incentives industries. Carly’s experience with compliance mainly consists of the preparation of corporate and partnership federal and state income tax returns, quarterly estimates, foreign withholding, and maintaining partner capital accounts. Carly has also assisted with various proposal processes for new and existing clients at KPMG. Show less Providing tax consulting, compliance and provision services to a broad range of U.S. entities both public and privately held. Carly’s consulting work includes but is not limited to research on tax technical topics related to the Code, tax reform, and the BBA. With her work in tax reform, she has extensively focused on 199A, but has also assisted clients in implementing tax reform through the research and analysis of the interest expense limitation, increased bonus depreciation, and the… Show more Providing tax consulting, compliance and provision services to a broad range of U.S. entities both public and privately held. Carly’s consulting work includes but is not limited to research on tax technical topics related to the Code, tax reform, and the BBA. With her work in tax reform, she has extensively focused on 199A, but has also assisted clients in implementing tax reform through the research and analysis of the interest expense limitation, increased bonus depreciation, and the deductibility of fringe benefits and meals and entertainment. She has also assisted clients with restructure considerations, the new partnership audit regime, various automatic and non-automatic changes in accounting method, treatment of settlement payments, and worthless stock losses. Her consulting experience includes working with clients in the financial services, technology, and incentives industries. Carly’s experience with compliance mainly consists of the preparation of corporate and partnership federal and state income tax returns, quarterly estimates, foreign withholding, and maintaining partner capital accounts. Carly has also assisted with various proposal processes for new and existing clients at KPMG. Show less

Federal Tax Intern

• Jun 2016 - Aug 2016

Working on a variety of compliance engagements that include federal and state & local tax filings. Preparing quarterly and annual provision calculations for the client. Working on a variety of compliance engagements that include federal and state & local tax filings. Preparing quarterly and annual provision calculations for the client.

Tax Intern

• Feb 2016 - May 2016

Organized tax documents provide by the client and contacted clients for additional information. Prepared individual state and federal tax returns for high net-worth individuals. Researched Internal Revenue Code and worked with the reviewer and partner to determine the correct tax treatment. Prepared estimates for the filing of extensions. Organized tax documents provide by the client and contacted clients for additional information. Prepared individual state and federal tax returns for high net-worth individuals. Researched Internal Revenue Code and worked with the reviewer and partner to determine the correct tax treatment. Prepared estimates for the filing of extensions.

Financial Advising Intern

• May 2015 - Aug 2015

Created financial Summary of Accounts for client meetings with the Senior Financial Advisor. Updated beneficiary information of the clientele. Filled out forms for the registration of client accounts to receive statements electronically. Created financial Summary of Accounts for client meetings with the Senior Financial Advisor. Updated beneficiary information of the clientele. Filled out forms for the registration of client accounts to receive statements electronically.

Accounting Assistant

• Jun 2014 - May 2015

Assist with personal property tax administrative duties for large retail clients. This includes reconciling tax bills and tax refunds to assessment notices. Completion of Excel spreadsheets to summarize the tax and interest received on refunds by taxing jurisdiction and by tax year. Updating various Excel spreadsheets in support of the Senior Tax Analyst. Assist with personal property tax administrative duties for large retail clients. This includes reconciling tax bills and tax refunds to assessment notices. Completion of Excel spreadsheets to summarize the tax and interest received on refunds by taxing jurisdiction and by tax year. Updating various Excel spreadsheets in support of the Senior Tax Analyst.

Volleyball Camp Instructor

• Jul 2014 - Jul 2014

Lifeguard

• May 2011 - Jul 2012