Tax Manager-Tax Services and Research

• Nov 2020 - Present

Outline client compliance processes focused on trust, estate, gift, private foundation and personal tax compliance. Respond to inquiries regarding tax accounting policies, procedures and problems from bank management, external auditors and regulatory authorities. Develop and implement tax input and review spreadsheets, increasing employee efficiency by 30% and cutting manager/partner review times down by 50%. Outline client compliance processes focused on trust, estate, gift, private foundation and personal tax compliance. Respond to inquiries regarding tax accounting policies, procedures and problems from bank management, external auditors and regulatory authorities. Develop and implement tax input and review spreadsheets, increasing employee efficiency by 30% and cutting manager/partner review times down by 50%.

Covid Pandemic Hiatus

• May 2020 - Nov 2020

Unfortunately laid-off from previous employer during Covid pandemic. Maintained productivity during the epidemic, by providing academic instruction to two children in the household under the age of 10. Continued professional development by obtaining a Google Data Analytics certificate. Unfortunately laid-off from previous employer during Covid pandemic. Maintained productivity during the epidemic, by providing academic instruction to two children in the household under the age of 10. Continued professional development by obtaining a Google Data Analytics certificate.

Tax Manager-Tax Services and Research

• Feb 2017 - May 2020

Proactively developed effective business relationships across 30+ client engagements and 125+ annual/ongoing tax filings with high-net-worth individuals. Prepared annual tax closings and projections, and quarterly and annual income tax provisions under ASC 740 & ASC 740-10. Prepared and reviewed, Individual, Corporate and Pass-Thru Entity Level, as well as Estate, Trust and Gift tax returns for individuals, business entities, trusts & estates and non-profits. Proactively developed effective business relationships across 30+ client engagements and 125+ annual/ongoing tax filings with high-net-worth individuals. Prepared annual tax closings and projections, and quarterly and annual income tax provisions under ASC 740 & ASC 740-10. Prepared and reviewed, Individual, Corporate and Pass-Thru Entity Level, as well as Estate, Trust and Gift tax returns for individuals, business entities, trusts & estates and non-profits.

Senior Accountant-Tax Services

• Aug 2013 - Feb 2017

Oversaw all accounting operations, including the creation of periodic financial reports, maintenance of accounting records and controls designed to mitigate risk. Extracted general ledger financial information on a legal entity basis and identified tax-sensitive account details. Calculated quarterly/annual estimated tax liabilities and other tax reporting requirements. Oversaw all accounting operations, including the creation of periodic financial reports, maintenance of accounting records and controls designed to mitigate risk. Extracted general ledger financial information on a legal entity basis and identified tax-sensitive account details. Calculated quarterly/annual estimated tax liabilities and other tax reporting requirements.

Senior Accountant-Tax Services

• Jan 2013 - Aug 2013

Identified and analyzed significant fluctuations in revenue, expense, asset and liability balances and reported findings. Prepared separate and consolidated federal income tax returns and related documents (e.g., book-tax adjustments, consolidating schedules, return to provision analyses, tax basis balance sheets). Identified and analyzed significant fluctuations in revenue, expense, asset and liability balances and reported findings. Prepared separate and consolidated federal income tax returns and related documents (e.g., book-tax adjustments, consolidating schedules, return to provision analyses, tax basis balance sheets).

Tax Supervisor-Tax Services and Research

• Sep 2006 - Dec 2012

Business Development Manager/Financial Incentives

• Apr 2006 - Sep 2006