Tax Manager - Real Estate Division

• Sep 2020 - Present

Assist and advise clients on various real estate life cycle transactions including but not limited to: - Qualified Opportunity Zone structures and abiding by rules and regulations- Section 1031 exchanges- Real estate purchase and sale transactions- Cost segregation studies- Fixed Asset Depreciation strategiesPrepare / Review Tax returns associated with the Real Estate clients - mostly 1065's and HNW 1040's associated with Real Estate businesses/holdings. Assist and advise clients on various real estate life cycle transactions including but not limited to: - Qualified Opportunity Zone structures and abiding by rules and regulations- Section 1031 exchanges- Real estate purchase and sale transactions- Cost segregation studies- Fixed Asset Depreciation strategiesPrepare / Review Tax returns associated with the Real Estate clients - mostly 1065's and HNW 1040's associated with Real Estate businesses/holdings.

Tax Manager

• Sep 2018 - Aug 2020

As Tax Manager I am responsible for the management of the income tax function for the company and all related entities. I also provide innovative tax planning, consulting and compliance expertise while working with various internal departments and external vendors. As Tax Manager I am responsible for the management of the income tax function for the company and all related entities. I also provide innovative tax planning, consulting and compliance expertise while working with various internal departments and external vendors.

Tax Manager

• Oct 2016 - Aug 2018

As a Tax Manager, I help lead and manage our growth, identify and seize new business opportunities, supervise staff and work closely with the partners. I am involved in strategic tax planning, compliance and business advisory services.My main expertise is in the Financial Services, Real Estate and Technology industries with additional knowledge in consumer products and manufacturing.Position responsibilities include:Managing and driving the success of multiple engagements.Attracting, developing, and retaining top talent.Keeping lines of communication open with staff and clients.Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction.Anticipating and addressing client concerns and escalating problems as they arise.Initiating "cross selling" business to other practices.Promoting new ideas and business solutions that result in extended services to existing clients.Developing an understanding of client's business and becoming a "functional expert" in the area.

Tax Senior Associate

• Jan 2012 - Oct 2016

As a Senior Tax Associate I work with middle market companies in various industries. I am able to develop strong working relationships with clients built on understanding their businesses and challenges. I also work on multiple team engagements each year, including several pieces of any particular assignment— not just one part. As a Senior Tax Associate with McGladrey I provide quality tax and consulting services to clients by:• Completing tax planning and research• Preparing federal and state & local tax returns• Understanding tax regulations and accounting pronouncements

Head Teaching Assistant Personal Finance

• Aug 2010 - Jan 2012

Intern

• Jan 2011 - Apr 2011

Prepared numerous Individual and Fiduciary Tax Returns. Also prepared simple S-Corp and Partnership Tax Returns. In the Kansas City office. Prepared numerous Individual and Fiduciary Tax Returns. Also prepared simple S-Corp and Partnership Tax Returns. In the Kansas City office.