Experience

U.S. Department of Labor

• United States
• Government Administration
• 700 & Above Employee

• Trial Attorney

  • Oct 2018 - Present

  Kansas City, Missouri



US District Court, Western District of Missouri

• Law Clerk

  • Oct 2016 - Sep 2018

  Kansas City, Missouri



RA Tax and Accounting, H&R Block

• Tax Advisor - Enrolled Agent

  • Sep 2004 - Sep 2016

  Kansas City, Missouri Area IRS Enrolled Agent Prepare tax returns for individuals and corporations. Resolve tax issues, IRS & State notices, sales tax audits, liens, offer in compromise My specialty is resolving multi-year tax issues by helping business & individuals regain compliance with their income, sales and employment tax filings. Expertise in Missouri, Kansas, Nebraska, Iowa, Illinois Registered Tax Preparer in New York Experience with Lacert, Quickbooks, TaxTools



UMKC Appellate Practice Clinic

• Student Attorney

  • Jan 2016 - Jun 2016

  Kansas City, MO Assist in appeals of unemployment determination. Prepare motions and appellate brief.



Kansas City Tax Clinic

• Student Attorney

  • Aug 2015 - May 2016

  Kansas City, MO Consult with clients, prepare offer in compromise, audit reconsideration and installment agreement. Prepare Tax Court petitions. Participate in settlement conference with Appeals.



Polsinelli

• Law Practice
• 700 & Above Employee

• Summer Associate

  • May 2015 - Jul 2015

  Kansas City, Missouri Area Drafted pleadings and memos in support. Drafted software re-seller license agreement. Prepared memos on topics including Equal Access to Justice Act, priority in bankruptcy, campaign contributions and mandatory severance requirements in Canada. Attended a deposition. Attended Kansas Court of Appeals hearing. Conducted research on topics including NASDAQ compliance, construction-related contract delay provisions, federal tax liens and social media ethics for lawyers.



U.S. District Court, Western District of Missouri

• Judicial Intern

  • Jan 2015 - Apr 2015

  Kansas City, MO Drafted orders on trial motions. Researched topics including the Fair Debt Collections Practices Act, sovereign immunity and conduct during mediation. Attended several hearings and a criminal trial.



Jackson County Circuit Court

• United States
• Law Practice
• 1 - 100 Employee

• Judicial Intern

  • Dec 2014 - Jan 2015

  Kansas City, Missouri Area Researched and drafted a bench book chapter on grand juries and indictments.



United States Attorneys' Offices

• United States
• Law Practice
• 700 & Above Employee

• Legal Intern

  • Sep 2014 - Dec 2014

  Kansas City, MO Researched law supporting the Computer Crimes and Violent Crimes unit including applying the sentencing guidelines, forced labor, child exploitation, and double jeopardy. Drafted evidence suppression motion. Attended arraignment, probation revocation, change of plea, and sentencing hearings. Attended meetings with detectives and victims.



Kuckelman | Torline | Kirland | Lewis

• Summer Associate

  • May 2014 - Aug 2014

  Overland Park, KS Legal Research, drafting motions and briefs.



Jackson County Prosecuting Attorney's Office

• Legal Intern

  • May 2014 - Aug 2014

  Kansas City, Missouri Area Legal research, draft motions and briefs, assist attorneys at hearings.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Program Manager - Certified Scrum Product Owner

  • Jul 2007 - Aug 2012

  Kansas City, Missouri Area Managed Client Experience and Tax Office Operations projects focused on increasing field leader productivity, improving the client & tax professional experience and and increasing client retention and attachment of value-added services. Led field facing customer experience initiatives delivering technology and business process solutions to enable field associates to grow their business and increase client retention. Experience with traditional project management methodologies &… Show more Managed Client Experience and Tax Office Operations projects focused on increasing field leader productivity, improving the client & tax professional experience and and increasing client retention and attachment of value-added services. Led field facing customer experience initiatives delivering technology and business process solutions to enable field associates to grow their business and increase client retention. Experience with traditional project management methodologies & agile. Certified Scrum Product Owner. Experience on both the technology and business side of project leadership. Functional experience in Finance, Operations, Retail Operations, Marketing, Web, & Mobile. Other roles included Sr. Business Analyst & Sr. Project Manager. Experience with MS Project.

• Spokesperson

  • Jan 2010 - Apr 2012

  Kansas City, Missouri Area Gave interviews to national and local media outlets. Local TV appearances on KMBC, KCTV5, KSHB, Fox4KC. Local radio appearance on KCUR and KMBZ. Local interview published in the Kansas City Star newspaper. National appearances include Fox Business News, AARP magazine, and many interviews by the Associated Press published by various media outlets. Participated in a national media tour and two radio tours. During tenure gave over 100 media interviews.



Various

• Professional Development Instructor

  • Sep 2009 - Mar 2012

  Kansas City, Missouri Area Delivered tax & accounting continuing education courses and other national and local speaking engagements targeted to small business owners. Topics include: Affordable Health Care Act, Small Businesses, Employee Business Expenses, Estates & Trusts, Investment Income, Special Enrollment Exam (SEE), Form 1099 Changes, Building Business Through Referrals & Social Media, and Delivering a 5-star Customer Experience



Hallmark Cards

• United States
• Retail
• 700 & Above Employee

• Information Technology Business Development Consultant

  • May 2001 - Jul 2007

  Kansas City, Missouri Area Technology liaison to Retail Store Technology business unit. Maintained technology road map, researched new technology opportunities, maintained current year project budgets. Project Lead and Chairman of Payment Card Industry (PCI) Compliance Committee. Functional experience in Finance, Distribution, Manufacturing, Retail Store Operations. Other roles include Applications Analyst & Technology Analyst.



Mutual of Omaha

• United States
• Financial Services
• 700 & Above Employee

• Information Services Intern

  • May 1999 - Aug 2000

  Greater Omaha Area Intern for two summers. Worked in Desktop Support and then as a COBOL programmer.