Certified Public Accountant

• Jun 2022 - Present

Merged with JPS June 2022 Merged with JPS June 2022

Certified Public Accountant

• Jan 2021 - Sep 2022

CPA, Manager, Business Tax Services

• Jul 2007 - Oct 2020

• Prepared and reviewed provisions, partnership, corporate and state income tax returns. • Selected in 2017 to attend KPMGs ‘Accelerating Your Career Potential’ after demonstrating leadership potential. • Served as Deployment Manager for our electronic workpapers (Partnership, Corporate, Individual, Foreign, and State). My responsibilities for both internal and external client licensed applications, included developing and updating training modules, preparing communications, preparing and… Show more • Prepared and reviewed provisions, partnership, corporate and state income tax returns. • Selected in 2017 to attend KPMGs ‘Accelerating Your Career Potential’ after demonstrating leadership potential. • Served as Deployment Manager for our electronic workpapers (Partnership, Corporate, Individual, Foreign, and State). My responsibilities for both internal and external client licensed applications, included developing and updating training modules, preparing communications, preparing and updating user guides, monitoring and notifying the Tax practice of technology and industry related developments that affect usage of these tools, working with developers, and assisting with user support. • Assisted with the development, implementation, and instruction of materials for the biannual National Intern Training. In addition developed and deployed two annual National Tax Practice trainings, including virtual training modules. • Lead the local office Technology Counselors including development/implementation of training materials and assessment, facilitating monthly meetings, and maintaining support. • Developed and distributed tax technical, technology, and process messaging throughout the year to the local office technology leaders. • Worked annually with Thomson Reuters to test and deliver feedback on the GoSystemRS application. Assisted in developing firm training for Tax Practice. • Assisted the Tax Practice with ONESOURCE Income Tax implementation. • Completed a year rotation to our Ignition Center working as a Data Analyst utilizing Alteryx to onboard clients to our proprietary software. • Assisted with Lean Six Sigma reviews. Show less • Prepared and reviewed provisions, partnership, corporate and state income tax returns. • Selected in 2017 to attend KPMGs ‘Accelerating Your Career Potential’ after demonstrating leadership potential. • Served as Deployment Manager for our electronic workpapers (Partnership, Corporate, Individual, Foreign, and State). My responsibilities for both internal and external client licensed applications, included developing and updating training modules, preparing communications, preparing and… Show more • Prepared and reviewed provisions, partnership, corporate and state income tax returns. • Selected in 2017 to attend KPMGs ‘Accelerating Your Career Potential’ after demonstrating leadership potential. • Served as Deployment Manager for our electronic workpapers (Partnership, Corporate, Individual, Foreign, and State). My responsibilities for both internal and external client licensed applications, included developing and updating training modules, preparing communications, preparing and updating user guides, monitoring and notifying the Tax practice of technology and industry related developments that affect usage of these tools, working with developers, and assisting with user support. • Assisted with the development, implementation, and instruction of materials for the biannual National Intern Training. In addition developed and deployed two annual National Tax Practice trainings, including virtual training modules. • Lead the local office Technology Counselors including development/implementation of training materials and assessment, facilitating monthly meetings, and maintaining support. • Developed and distributed tax technical, technology, and process messaging throughout the year to the local office technology leaders. • Worked annually with Thomson Reuters to test and deliver feedback on the GoSystemRS application. Assisted in developing firm training for Tax Practice. • Assisted the Tax Practice with ONESOURCE Income Tax implementation. • Completed a year rotation to our Ignition Center working as a Data Analyst utilizing Alteryx to onboard clients to our proprietary software. • Assisted with Lean Six Sigma reviews. Show less

Tax Accountant

• Nov 2005 - Sep 2006

• Prepared individual, corporate, trust, estate, gift, partnership, sales tax, and payroll tax returns. • Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements. • Prepared individual, corporate, trust, estate, gift, partnership, sales tax, and payroll tax returns. • Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.

Tax Manager

• Jan 2004 - Nov 2005

• Prepared large real estate partnership tax returns and applicable state returns. • Responded to inquiries from IRS and other tax authorities. • Reconciled tax accounts and payments while researching issues as needed. • Supervised, trained and mentored associates on tax projects and assessed staff for performance reviews. • Identified opportunities for process improvements and integration of technology into tax reporting functions. • Prepared large real estate partnership tax returns and applicable state returns. • Responded to inquiries from IRS and other tax authorities. • Reconciled tax accounts and payments while researching issues as needed. • Supervised, trained and mentored associates on tax projects and assessed staff for performance reviews. • Identified opportunities for process improvements and integration of technology into tax reporting functions.

Tax Intern/Tax Associate

• Jan 1999 - Jan 2004

• Completed tax returns for individuals, trusts, partnerships and corporations specializing in large real estate partnerships. • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines. • Conducted research and compiled backup documentation. • Collaborated with tax team on various areas such as planning, client interaction and special tax projects. • Completed tax returns for individuals, trusts, partnerships and corporations specializing in large real estate partnerships. • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines. • Conducted research and compiled backup documentation. • Collaborated with tax team on various areas such as planning, client interaction and special tax projects.