Partner

• Jan 2021 - Present

Tax Manager

• Oct 2018 - Dec 2020

Tax Manager

• Jan 2015 - Sep 2018

President

• May 2010 - Jan 2015

Treasurer, Board of Directors

• Jan 2010 - Jan 2013

The Scholars' Academy is a charter school for highly gifted children in North Carolina. I am the current Treasurer for the Board of Directors. The Scholars' Academy is a charter school for highly gifted children in North Carolina. I am the current Treasurer for the Board of Directors.

Senior Tax Consultant

• Sep 2009 - Jul 2010

Responsible for tax planning and tax compliance for a variety of entities. Worked primarily with individuals, S-Corporations and trusts. Responsible for tax planning and tax compliance for a variety of entities. Worked primarily with individuals, S-Corporations and trusts.

Senior Accountant

• Jan 2004 - Apr 2009

Prepared tax returns for various entity types including individuals, not-for-profits, partnerships, corporations and S-corporations. Supervised a group of associates and administrative staff who prepared multi-state individual returns for corporate executives. Responsible for reviewing individual tax returns, monitoring efficiency, and coordinating training for the team.Annually taught a 3-day class on Individual tax preparation to interns, new hires and seasonal employees. Prepared tax returns for various entity types including individuals, not-for-profits, partnerships, corporations and S-corporations. Supervised a group of associates and administrative staff who prepared multi-state individual returns for corporate executives. Responsible for reviewing individual tax returns, monitoring efficiency, and coordinating training for the team.Annually taught a 3-day class on Individual tax preparation to interns, new hires and seasonal employees.