Experience

Chinquapin Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Tax Accountant

  • Apr 2020 - Present

  - Prepare complex tax returns including personal, business fiduciary, gift and 990 Exempt returns. - Review and Input K-1s - Examine and respond to different federal and state tax notices. - Research and review federal and state tax changes and filing requirements. - Prepare complex tax returns including personal, business fiduciary, gift and 990 Exempt returns. - Review and Input K-1s - Examine and respond to different federal and state tax notices. - Research and review federal and state tax changes and filing requirements.



Tortoise Capital Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Tax Associate

  • Dec 2016 - Mar 2020

  - Maintain tax basis of partnership investments in all Tortoise funds. - Calculate and monitor deferred/current tax for taxable funds. - Assist in reviewing federal and state tax returns. - Monitor and research state tax filing requirements. - Download and summarize K-1s for funds partnership investments. - Examine and respond to various IRS and state tax notices. - Maintain tax basis of partnership investments in all Tortoise funds. - Calculate and monitor deferred/current tax for taxable funds. - Assist in reviewing federal and state tax returns. - Monitor and research state tax filing requirements. - Download and summarize K-1s for funds partnership investments. - Examine and respond to various IRS and state tax notices.



Mize CPAs Inc.

• United States
• Accounting
• 100 - 200 Employee

• Tax Specialist

  • May 2015 - Dec 2016

  - Prepare complex tax returns, including personal, business and fiduciary. - Prepares personal and business tax projections. - Use Quickbooks to prepare monthly financials and compilations. - Remain in constant contact with clients throughout preparation of tax return. - Respond to federal and state tax notices through written and verbal communication. - Prepare complex tax returns, including personal, business and fiduciary. - Prepares personal and business tax projections. - Use Quickbooks to prepare monthly financials and compilations. - Remain in constant contact with clients throughout preparation of tax return. - Respond to federal and state tax notices through written and verbal communication.



LINT, SINGLETON & HEINTZ, CPAS, PC

• United States

• Staff Accountant

  • Feb 2013 - May 2015

  - Use Tax and Accounting Software to prepare tax returns for individuals and businesses. - Review Tax returns with clients to go over questions and concerns. - Use QuickBooks and Accounting Software to prepare financial statements and compilations. - Assist in weekly payroll and payroll tax processes. - Assist in year end W2 processing. - Use Tax and Accounting Software to prepare tax returns for individuals and businesses. - Review Tax returns with clients to go over questions and concerns. - Use QuickBooks and Accounting Software to prepare financial statements and compilations. - Assist in weekly payroll and payroll tax processes. - Assist in year end W2 processing.