Senior Tax Manager

• Jan 2022 - Present

Responsible for a variety of tax compliance, research and consulting work for a wide variety of the firm's client base; however, specializes in tax exempt organizations. Run client engagements from start to finish, which includes planning, compliance, and completing tax projects and managing budgets.Review tax returns done by staff and make recommendations on return preparation regarding accuracy and planning opportunities. Develop and manage relationships with clients. Plan, organize and develop in-house seminars for continuing education of full time staff.

Tax Manager

• Jan 2018 - Dec 2021

Senior Tax Associate

• Aug 2013 - Dec 2017

Prepare tax returns for more complex individual, trust, partnership, and corporate tax clients. Strong tax accounting skills with proficiency in US GAAP and tax compliance.Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters. Review and analyze financial statements in the preparation of NFP tax returns.Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.

Tax Associate

• Nov 2009 - Jul 2013

Tax Intern

• Feb 2009 - Apr 2009

Started my professional career as a busy season intern with CBIZ and have never looked back. Started my professional career as a busy season intern with CBIZ and have never looked back.