Director

• Jul 2023 - Present

Manager

• Sep 2021 - Jul 2023

Tax Supervisor

• Jul 2019 - Sep 2021

Senior Tax Associate

• Jul 2018 - Jun 2019

Tax Accountant

• Nov 2015 - Jun 2018

• Prepare Form 1040's, 1065's, 1020's, 1120S's, 1041's, 990's, and amended tax returns• Make estimated tax projections and tax estimates for clients• Apply for EIN via the IRS website and CA Secretary of State number for new partnerships and LLCs• Prepare necessary spreadsheets and working papers for audits• Traveled to client’s worksite to perform pension plan audits• Work directly with Partners to solve income tax and accounting issues

Tax Accountant Intern

• Jul 2015 - Oct 2015

• Prepared, reviewed, and approved fuel exemption certificates (Partial Exemption Certificates, Certificates of Farming Use, Federal Diesel & Gasoline Exemption Certificates, Certificates of Exempt Bus Operations, California Resale Certificates) • Reconciled general ledgers with past and current invoices for multiple states • Updated customers'​ accounts using MAS 200 4.3 and MAS 200 4.5 • Consolidated reporting schedules to prepare for audit • Managed tax department's RightFax • Utilized the Board of Equalization website to file online fuel taxes Show less

Accountant

• Jun 2014 - Aug 2014

• Analyzed monthly payroll, balance sheets, and income statements to consolidate and reconcile bank statements for over 10 large domestic and international companies • Prepared federal and state tax return forms for individual, S-corporation, and partnership clients using Lacerte Tax Software. • Reconciled clients’ payroll and bank statements • Analyzed monthly payroll, balance sheets, and income statements to consolidate and reconcile bank statements for over 10 large domestic and international companies • Prepared federal and state tax return forms for individual, S-corporation, and partnership clients using Lacerte Tax Software. • Reconciled clients’ payroll and bank statements

Coach

• Jul 2012 - Aug 2013

• Organized, coached, and mentored over 300 kids • Developed kids’ leadership, teamwork, and perseverance • Guided each kid in improving their individual skills and performance • Organized, coached, and mentored over 300 kids • Developed kids’ leadership, teamwork, and perseverance • Guided each kid in improving their individual skills and performance

Bookkeeper, Cashier, Assistant Mechanic

• Jun 2012 - Aug 2012

• Managed and reconciled cash flow for goods sold and services rendered • Calculated weekly payroll • Filed all invoices at the end of each business day • Serviced clients’ vehicles in oil changes, tire maintenance, air filtration, and assisted lead mechanics with major vehicle services • Managed and reconciled cash flow for goods sold and services rendered • Calculated weekly payroll • Filed all invoices at the end of each business day • Serviced clients’ vehicles in oil changes, tire maintenance, air filtration, and assisted lead mechanics with major vehicle services