Reporting Manager

• Jan 2021 - Present

Senior Accountant

• Sep 2017 - Jan 2021

Assurance Senior Associate

• Nov 2015 - Sep 2017

-Responsible for performing financial statement audit involving Sarbanes-Oxley, internal controls, and PCAOB accounting standards for companies within the financial services industry -Experience in the group auditor role of a large, accelerated SEC filer -Responsible for coordinating component teams and lines of service on a 40+ member engagement -Supervise and organize a team of up to four associates to resolve problems and meet engagement specific deadlines. -Responsible for performing financial statement audit involving Sarbanes-Oxley, internal controls, and PCAOB accounting standards for companies within the financial services industry -Experience in the group auditor role of a large, accelerated SEC filer -Responsible for coordinating component teams and lines of service on a 40+ member engagement -Supervise and organize a team of up to four associates to resolve problems and meet engagement specific deadlines.

Senior Tax Associate

• Sep 2013 - Nov 2015

-Preparation and review of S­‐Corporation, partnership, C-­‐corporation, and individual tax returns as well as quarterly projections, estimates, extensions, and other specialty projects -Focus in manufacturing and distribution oriented companies and their owners -Research, train, and sell consulting projects related to the Tangible Property Regulations -Review fixed asset and repairs compliance and identify benefit opportunities and exposure -Served on the RSM regional team which… Show more -Preparation and review of S­‐Corporation, partnership, C-­‐corporation, and individual tax returns as well as quarterly projections, estimates, extensions, and other specialty projects -Focus in manufacturing and distribution oriented companies and their owners -Research, train, and sell consulting projects related to the Tangible Property Regulations -Review fixed asset and repairs compliance and identify benefit opportunities and exposure -Served on the RSM regional team which staffed and managed the firm's top regional clients Show less -Preparation and review of S­‐Corporation, partnership, C-­‐corporation, and individual tax returns as well as quarterly projections, estimates, extensions, and other specialty projects -Focus in manufacturing and distribution oriented companies and their owners -Research, train, and sell consulting projects related to the Tangible Property Regulations -Review fixed asset and repairs compliance and identify benefit opportunities and exposure -Served on the RSM regional team which… Show more -Preparation and review of S­‐Corporation, partnership, C-­‐corporation, and individual tax returns as well as quarterly projections, estimates, extensions, and other specialty projects -Focus in manufacturing and distribution oriented companies and their owners -Research, train, and sell consulting projects related to the Tangible Property Regulations -Review fixed asset and repairs compliance and identify benefit opportunities and exposure -Served on the RSM regional team which staffed and managed the firm's top regional clients Show less

Business Tax Intern

• Jan 2011 - Apr 2011

-Prepared S-Corporation, partnership, and individual tax returns -Worked with multiple clients directly to complete returns and file extensions -Organized tax documents, adjusted files, and created reports -Worked with QuickBooks and CCH Profx Tax, Engagement, and Fixed Assets -Performed consulting work on the firm training program for interns -Prepared S-Corporation, partnership, and individual tax returns -Worked with multiple clients directly to complete returns and file extensions -Organized tax documents, adjusted files, and created reports -Worked with QuickBooks and CCH Profx Tax, Engagement, and Fixed Assets -Performed consulting work on the firm training program for interns