Experience

DGC a division of PKF O'Connor Davies, LLP

• United States
• Accounting
• 1 - 100 Employee

• Partner

  • Nov 2021 - Present

  I have over 14 years of industry experience providing tax planning, consulting services, and tax compliance for a wide range of clients, including high net worth individuals, expatriates, and closely held businesses.My areas of expertise include tax planning and compliance for high net worth individuals and international taxation for individuals. I have advised clients on such issues foreign reporting related to hedge fund, trading investments, and other non-traditional assets. I work closely with tax advisors worldwide to provide a comprehensive approach to my clients’ multinational tax issues, and have special expertise in administering expatriate tax programs for multinational corporations.

• Principal

  • Aug 2018 - Nov 2021

  As a Principal, I have continued to expand my role with clients while continuing my hands on approach to client service. Specializing in high net worth individuals and US reporting for complex international clients, I am involved in all aspects of my client engagements and work to provide solutions and recommendations for the challenges our clients face.

• Tax Manager - Private Client Group

  • Aug 2013 - Aug 2018

  As a manager in the private client group, my career has been focused on the following:• Responsible for all aspects of tax compliance for high net-worth individuals, trusts, foundations, partnerships and corporations• Highly focused on international reporting requirements for individuals living overseas, foreign nationals, US employees on assignments in foreign countries, as well as required reporting from investment activities• Act as the main contact person for US employers, employees on foreign assignments, tax providers in host countries• Provide tax equalization calculations to ensure employees are kept whole with respect to their foreign tax obligations• Provide a variety of tax consulting including ISO tax forecasting, assist corporate clients with navigating the nuances of tax law with respect to international employee assignments, and general tax planning

• Audit Senior in the Real Estate Group

  • Aug 2010 - Aug 2013

  As a senior in the Real Esate Group at DGC I have been a part of several different services provided to real estate clients. Services that I have provided include, audits of consolidated financial statements, reviews and compilations of financial statements, preparation and review of corporate, partnership, and individual tax returns.

• Audit Associate

  • Jan 2007 - Aug 2010



Abilities First

• Job Coach

  • Apr 2006 - Aug 2007

  I assisted adults with various mental disabilities maintain and develop the skills needed to obtain full time positions at various companies. I assisted adults with various mental disabilities maintain and develop the skills needed to obtain full time positions at various companies.