Managing/Tax Director

• 2017 - Present

I am a CPA and I hold Masters of Taxation. I am also Certified ProAdvisor on Quickbooks Online. I have over 15 years of tax, accounting, auditing and consulting experience working at large local and large national accounting firms. My industry experience includes professional services, construction, retail, hospitality, software, manufacturing and real estate. My functional experience includes accounting, auditing, tax compliance, tax planning, business consulting and payroll/sales tax. I specialize in business/owner tax structuring, retirement planning, complex business and individual tax compliance and multi-state tax compliance. I particularly enjoys working with individuals, and those small and medium-sized businesses that are seeking for a more personal touch. Show less

Senior Tax CPA

• 2015 - 2017

> Medium to Large Corporation's Federal, Multi-State, & International Income Tax Planning & Compliance > Real Estate Operating/Developing/Investing Company's Income Tax Planning & Compliance > High Networth Individual Income Tax Planning and Compliance > Small Businesses & Their Owners' Key Contact/Advisor in All Aspects of Their Business Operation > Medium to Large Corporation's Federal, Multi-State, & International Income Tax Planning & Compliance > Real Estate Operating/Developing/Investing Company's Income Tax Planning & Compliance > High Networth Individual Income Tax Planning and Compliance > Small Businesses & Their Owners' Key Contact/Advisor in All Aspects of Their Business Operation

Senior Tax CPA

• 2011 - 2015

> Federal and Multi-state Tax Compliance and Planning in Various Industries > Corporations, S-Corporations, Partnerships, Charities, Associations, High-Networth Residents and Non- Resident individuals > US Tax Compliance of International Operations/Owners > Tax Consulting on Mergers and Acquisitions > Tax Law Research & Interpretation on Complex & Unusual Tax-related Circumstances > Small to Mid-sized Company Financial Reporting, Multi-state Payroll Tax, Sales Tax, Property Tax & Local Jurisdiction Tax Planning & Compliances > Consulted Year-End Closing of Books & General Ledger Show less

Auditor

• 2010 - 2011

http://www.grantthornton.com Audited transaction cycles, including, liabilities, cash, intangibles, investments, capital expenditures, and other income and expenses for a number of industries, including Not-for-Profit, Universities, and Retail Services Audited Benefit Plans and compliance under A-133 Audit Gained a strong understanding of client operations, processes, and business objectives and utilized that knowledge in audit engagements Researched and analyzed financial statements and audit related issues utilizing electronic databases, and employed audit software to review and compile financial information to resolve client issues discovered during the audit Developed and maintained a good working relationship with clients to enhance customer satisfaction and worked with client management and staff at all levels to perform audit services Attended professional development and training sessions on a regular basis Show less

Supply Chain Systems Specialist

• Mar 2008 - Aug 2010

Implemented and managed Basix, a supply chain database management system, which saved Focus Brands’ franchised restaurants $500,000 plus annually in food cost Supported Accounting department in reconciliation and approval of royalty receivable and accounts payable Audited distributors' monthly order guides for pricing accuracy Assisted supply chain directors in data analysis and variety of special projects Maintained all items’ master and supplier files Collected data from distributors, invoice National Account vendors and recorded the payments received Acted as the main point of contact for Franchisees to resolve product and distribution related issues Assisted leaders in product sourcing, manufacturing and delivery decision making processes through various matrix, including cost-benefit and risk analysis Show less

Teller

• 2006 - 2008