Experience

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  Modern Tax Group, LLC

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Director of Compliance

    • Apr 2023 - Present

  • Managing Consultant

    • Aug 2019 - Apr 2023

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  FleetPride

  • Tax Accountant

    • Mar 2019 - Aug 2019

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  Duff & Phelps

  • Dallas, texas

  • Senior Associate

    • Jul 2014 - Mar 2019
    • Dallas, texas

    • Prepare business personal property tax returns for assigned states both timely and efficiently • Review assessment notices and tax bills for reasonable valuations• File appeals both Local and State; working closely with taxing jurisdictions to resolve the issues• Analyze personal property data and make the necessary corrections in order to comply with State Laws and Regulations• Communicate with customers regarding personal property inquiries via email and telephone

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  Duff & Phelps

  • Philadelphia, Pennsylvania

  • Property Tax Intern

    • Sep 2013 - May 2014
    • Philadelphia, Pennsylvania

    • Researched current Pollution Control Exemption Statues for application preparation• Interacted closely with the Director and Senior Associate completing necessary daily administrative tasks and client projects• Filed TCEQ tax exemption applications, also Form 50-248 and PTAX401 forms

• 

  Lincoln Financial Advisors

  • Cherry Hill, New Jersey

  • Financial Planning Intern

    • Aug 2013 - Dec 2013
    • Cherry Hill, New Jersey

    • Compiled comprehensive reports, abstracts, and charts to present up-to-date client data regarding investments.• Worked closely with the Financial Advisors in analyzing clients asset allocations.• Assisted office management with daily administrative tasks such as faxing, filing, and contacting insurance companies. CRN201309-2084886

• 

  Flynn & O’Hara Uniform Company

  • Sales Associate and Customer Service Representative

    • May 2006 - Sep 2013

    Assisted and conducted daily sales and deposits at the end of each day, administered opening and closing of store security.Organized and instructed week long training sessions on retail merchandise for groups of 20 or more new employees. Provided customer service both in person and telephone for up to 500+ customers per day, carried out a Team Leader role for when part-time employees needed motivation and guidance.

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  Temple University

  • Research Assistant

    • Aug 2012 - Aug 2013

    Gathered publication dates and author citation information through Temple library databases, and GoogleScholar

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  Saint Joseph’s University

  • Office Assistant

    • Aug 2011 - Dec 2011

    Scheduled meetings for students to meet with counselors.Retrieved and delivered messages for Administrative Assistant and Director.Dispensed technical support to persons in need of setting up their career account for job searches.