Senior Manager

• Apr 2021 - Present

Manager, National Tax Office

• Aug 2016 - Present

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top ten accounting services providers in the United States. With more than 35 offices and more than 2,000 professionals, we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services while closely associated CBIZ provides all other accounting, tax and consulting services. CBIZ & MHM are devoted to providing you with a challenging, motivating environment to guide your success in this profession.-Test new technology, oversee tax help desk, explore new capabilities and communicate with offices.-Participate in rollout and expansion of tax process improvements and standardization.-Research technology alternatives and conduct testing.-Assist in development and delivery of tax technology related training.-Other project management

Manager

• Nov 2015 - Aug 2016

BWK provides big-firm knowledge and expertise, while delivering unparalleled service and results with close personal attention. We build lasting client relationships because we care about the success of our clients. At Barton, Walter & Krier P.C. we dedicate our time to provide, superior services that consistently exceed client expectations. We also pride ourselves in the accuracy, timeliness and completeness of our final reports.Duties and Responsibilities:-Prepare and review federal and state tax returns for not-for-profits, partnerships, S-Corporations and individuals-Analyze tax notices and prepare tax notice responses-Assist clients with bookkeeping questions and QuickBooks execution-Execute the day-to-day activities of audit engagements-Prepare all necessary financial statements and related disclosures and reportable conditions letters

Manager

• 2014 - 2015

-Planning and managing multiple client engagement and simultaneously-Reviewing and analyzing client financials-Understanding client goals and needs and servicing clients directly-Strategizing with Managing Directors regarding tax planning-Giving clients recommendations and guidance on how to achieve their goals-Assist in identifying opportunities for growth with clients-Researching tax issues and providing guidance to clients-Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff-Reviewing complex tax returns including federal and multi-state returns for C-Corporations, S-Corporations, partnerships, high net worth individuals, trusts & estates, and foundationsOther roles and activities:-Leader on the design team for the national individual tax process improvement plan-Present and support individual tax process improvement plan in local and national offices

Senior Associate

• 2012 - 2014

-Staying current on and possessing sound knowledge of Taxation Codes and Regulations-Training and developing staff and building a team-centered client service team-Monitor client issues related to compliance services and maintain a high quality tax solution-Preparing and reviewing federal and state tax returns for not-for-profits, partnerships, S corporations, and individuals-Other tax compliance responsibilities include IRS audit assistance, tax notice response, trust returns, gift and estate returns

Associate

• 2008 - 2012

-Prepare federal and state tax returns for CBIZ for partnerships, C corporations, S corporations, individuals and not-for-profit organizations.-Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments.-Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process.-Assist clients with bookkeeping questions and QuickBooks execution.

Staff

• 2002 - 2010

Built relationships with members to create a friendly atmosphere while working at the member services counter. Assisted members with questions, tours, and membership sales. Created reference guides and training tools for new staff. Built relationships with members to create a friendly atmosphere while working at the member services counter. Assisted members with questions, tours, and membership sales. Created reference guides and training tools for new staff.

Intern

• May 2007 - Sep 2008

Office of the State Auditor, Government Information Division Office of the State Auditor, Government Information Division