Experience

MAC LLP

• Canada
• Accounting
• 1 - 100 Employee

• Senior Tax Manager

  • Jan 2019 - Present

• US Tax Manager

  • Aug 2016 - Jan 2019

• US Tax Specialist

  • Feb 2015 - Aug 2016



Miller, Cooper & Co., Ltd.

• United States
• Accounting
• 200 - 300 Employee

• Tax Senior

  • Dec 2013 - Jan 2015



Plante Moran

• United States
• Accounting
• 700 & Above Employee

• Staff

  • Jan 2011 - Nov 2013

  • Experience in the preparation of Form 1040, 1041, 1065, 1120S, 1120• Specializes in partnerships, real estate, private equity, family wealth services, venture capital• Actively involved in family wealth services group• Manage high net worth individuals which includes various engagements from year-end planning, estate planning, wealth transfer planning, 1040 preparation• Maintain direct client contact on various engagements• Member of office social committee responsible for coordinating office outings and events• Quickbooks expert and liason for the Chicago office



R L Lovelace & Associates

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jan 2010 - May 2010

  • Involved in all quarterly and annual aspects of payroll cycle from preparing Federal Form 940 and Form 941 as well as Virginia State filings of VA-6, VA-5,and VEC FC 20/21• Prepared W-3, W-2 , 1096, 1099-DIV, and 1099-MISC• Prepared personal, corporate, gift, estate, and trust tax returns • Demonstrated strong organizational and record-keeping skills by maintaining books using Quickbooks to meet clients’ needs• Performed extensive research in Checkpoint relating to questionable tax treatments for individuals, corporate, gift, estate and trust returns• Maintained direct client contact



Discount Mattress

• Bookkeeper

  • Aug 2008 - Aug 2009

  Entered all sales and purchase information into QuickBooksPrepared monthly state sales tax returns and employee deductions Entered all sales and purchase information into QuickBooksPrepared monthly state sales tax returns and employee deductions



NB Handy

• United States
• Wholesale Building Materials
• 100 - 200 Employee

• Staff Accountant

  • Aug 2008 - Dec 2008

  Fall 2008Entered daily journal entries and prepared monthly expense reportsAssisted in month and yearend procedures Fall 2008Entered daily journal entries and prepared monthly expense reportsAssisted in month and yearend procedures



MAC LLP

• Canada
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jan 2006 - Aug 2006

  Assisted in audit, review and notice to reader engagements ensuring client expectations were consistently met within given timelines Prepared Canadian tax filing Forms T4, T5 and GST returnsPrepared Canadian personal and corporate tax returns Prepared yearend financial statements and working paper files using Caseware software to support review and notice to reader engagementsPrepared original books of entry for various clients using QuickBooks, Simply Accounting, MYOB, and CasewareInteracted directly with clients to ensure their needs were constantly being met