Lindsey Phillips, CPA

Leadership Twin Cities Class of 2022 at Leadership Twin Cities
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Experience

    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Leadership Twin Cities Class of 2022
      • Sep 2021 - Present

      Leadership Twin Cities (LTC) is the Minneapolis Regional Chamber's nine-month program series that informs selected key individuals about local critical issues and community resources. Its focus is to identify, cultivate, and inspire successive generations of community leaders and challenge them to make a difference through personal commitment and involvement. Leadership Twin Cities (LTC) is the Minneapolis Regional Chamber's nine-month program series that informs selected key individuals about local critical issues and community resources. Its focus is to identify, cultivate, and inspire successive generations of community leaders and challenge them to make a difference through personal commitment and involvement.

    • United States
    • Accounting
    • 700 & Above Employee
    • Tax Manager- Nonprofit Organization Tax
      • Aug 2020 - Present

      - Provides tax consulting, planning and compliance services to a variety of nonprofit organizations and private foundations.- Performs research on specific client inquires related to IRS rules and regulations.- Reviews organization activity for potential unrelated business income.- Works with private foundations to address any potential risks to maintaining IRS status.- Active member of the Minneapolis office recruiting and community service committees

    • Senior Tax Associate
      • Aug 2017 - Jul 2020

    • Tax Associate
      • Jan 2016 - Aug 2017

      o Prepared tax returns for small to mid‐sized multi‐state corporations, partnerships, and S‐corporationsacross a variety of industries, with special emphasis on Financial Institutions and Manufacturingo Utilized knowledge of the Internal Revenue Code to complete research on complex tax issues and to assist clients with a variety of IRS notices, resulting in monetary benefit and resolutiono Worked in newly formed Affordable Care Act tax expert group to assist clients understanding andcompleting their compliance needs while becoming a resource across the firm for managers and staff with clients seeking guidance on new lawso Completed financial statement compilations by utilizing knowledge of Generally Accepted Accounting Principles and shareholder needs Show less

    • United States
    • Printing Services
    • 1 - 100 Employee
    • Printing Assistant
      • Sep 2011 - Dec 2015

      -Fulfilled, billed and delivered 100+ printing orders per day -Prioritized orders by due date and size to provide efficient service to scheduled and walk- in customers -Worked directly with University of Minnesota departments, including Carlson Executive Education Office, to print and assemble complex course binders and packets -Quickly learned and mastered complex, Printing Service billing system -Fulfilled, billed and delivered 100+ printing orders per day -Prioritized orders by due date and size to provide efficient service to scheduled and walk- in customers -Worked directly with University of Minnesota departments, including Carlson Executive Education Office, to print and assemble complex course binders and packets -Quickly learned and mastered complex, Printing Service billing system

    • Canada
    • Golf Courses and Country Clubs
    • 1 - 100 Employee
    • Flower Technician
      • May 2012 - Aug 2015

      -Designed, planted and oversaw flower arrangements throughout the course by watering, weeding and fertilizing the entire summer -Managed golf course aesthetics through daily upkeep of walkways and patios -Operated vehicles and power equipment responsibly, such as mowers, tractors, twin-axel vehicles, chain saws, electric clippers, sod cutters, and pruning saws -Developed communication and listening skills while taking directions from management to complete complex tasks -Promoted to Assistant after completing first season, continuing my education on all aspects of Turf Management Show less

    • Tax Intern
      • Jan 2014 - Apr 2014

      -Specialized in tax services for Financial Institutions, including preparing regulatory and compliance reports under the time constraints of federal deadlines in a typical busy season schedule -Provided basic tax preparation through effective use of Prosystems Tax Software for mid size Corporations, Partnerships, Small Corporations and individual clients -Analyzed client data to calculate necessary inputs for federal and state compliance reports -Specialized in tax services for Financial Institutions, including preparing regulatory and compliance reports under the time constraints of federal deadlines in a typical busy season schedule -Provided basic tax preparation through effective use of Prosystems Tax Software for mid size Corporations, Partnerships, Small Corporations and individual clients -Analyzed client data to calculate necessary inputs for federal and state compliance reports

Education

  • University of Minnesota - Carlson School of Management
    Bachelor of Science (B.S.) in Accounting
    2011 - 2015
  • Kettle Moraine High School
    High School
    2007 - 2011

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