Accounting Manager

• Aug 2023 - Present

Tax Manager

• Oct 2022 - Aug 2023

Senior Tax Associate

• Oct 2020 - Oct 2022

Tax Associate

• Jan 2019 - Oct 2020

Audit Intern

• Jun 2018 - Aug 2018

• Assisted with complex audits and single audits of not-for-profits, labor unions, school districts, and governments• Independently audited areas including cash, fixed assets, expenses, internal control, accounts payable, and accounts receivable • Collaborated with upper management to plan engagements through audit programs and risk assessments• Independently prepared government wide and fund financial statements, as well as 990 tax returns

Tax Intern

• Jan 2018 - May 2018

• Independently prepared moderate federal and state income taxes• Analyzed and organized incoming client data in a timely manner in order to determine relevant tax information

Audit Intern

• Jun 2017 - Dec 2017

• Participated in with complex audits of governments, not-for profits, and school districts• Assisted with basic audit areas including cash, fixed assets, depreciation, debt, and payroll• Gained a thorough understanding of engagement and auditing procedures

Tax Intern

• Jan 2017 - Apr 2017

• Imputed tax information and processed returns • Helped with tax preparation of individual returns • Assisted with client contact and the collection of tax materials • Imputed tax information and processed returns • Helped with tax preparation of individual returns • Assisted with client contact and the collection of tax materials

Financial Counseling Intern, Level II

• Aug 2016 - Dec 2016

• Assisted teams with various financial counseling projects as well as some administrative tasks• Prepared financial advisors and account managers for client meetings• Worked in various financial areas such as income taxes, employee benefits, estate/wealth transfer planning and insurance

Business Tax Intern, Level II

• Jun 2016 - Aug 2016

• Prepared business, partnership, and foundation tax returns of varying sizes and complexity for high net worth clients. • Helped with special projects, such as basis tracking and bank reconciliations

National Tax Intern, Level I

• Jan 2016 - Jun 2016

• Prepare and collate complex individual federal and state returns• Complete various projects such as scanning and tracking clients' basis• Provide advice and support to fellow intern associates on a variety of tax related issues