Tax Supervisor -SALT

• Jul 2022 - Present

Tax Senior

• Feb 2017 - Jul 2022

• Delivers value-producing tax services to a portfolio of private business clients.• Reviews federal and state financial reports and business tax returns.• Prepares complex annual tax returns for approximately S corporation, partnership and corporate clients, specializing on multi-state compliance.• Researches new federal, state and local legislation and advises clients and colleagues of changes to direct and indirect tax landscape.

Tax Consultant

• Aug 2014 - Feb 2017

• Researched complex tax issues for planning purposes and compliance. • Created tax projections in order to communicate planning opportunities for clients. • Reviewed and prepared federal and state income tax returns, including corporation, S corporation, partnership, trust, gift tax, and individuals. • Researched complex tax issues for planning purposes and compliance. • Created tax projections in order to communicate planning opportunities for clients. • Reviewed and prepared federal and state income tax returns, including corporation, S corporation, partnership, trust, gift tax, and individuals.

Tax Consultant

• Dec 2011 - Aug 2014

• Developed key relationships with members of business units to gather and analyze financial and tax information of this multi-million dollar, international company.• Prepared and reviewed income tax returns for corporations, trusts, and shareholders. • Interacted with the Family Office to project results for the shareholders and family trusts.• Researched and advised on tax topics for businesses and shareholders. • Developed key relationships with members of business units to gather and analyze financial and tax information of this multi-million dollar, international company.• Prepared and reviewed income tax returns for corporations, trusts, and shareholders. • Interacted with the Family Office to project results for the shareholders and family trusts.• Researched and advised on tax topics for businesses and shareholders.

Senior Tax Accountant

• 2006 - 2008

• Personally participated in implementing ProSystem fx Engagement software to create efficient flow of data from the audited financials to the tax return. This process involved developing more efficient and consistent tax workpapers to be used firm-wide. • Communicated with clients and engagement team members to analyze financial information for preparation of corporation, S corporation, partnership, and individual tax returns. • Oversaw tax provision analysis and federal income tax audits.

Tax Analyst

• 1998 - 2001

• Successfully implemented a first-ever flexible work arrangement initiative for the company.• Analyzed financial information and researched tax issues for preparation of corporate federal and state tax returns.• Participated in federal and state income tax audits. • Successfully implemented a first-ever flexible work arrangement initiative for the company.• Analyzed financial information and researched tax issues for preparation of corporate federal and state tax returns.• Participated in federal and state income tax audits.

Tax Accountant

• 1996 - 1998

• Specifically hired to be part of a team to create efficiencies in tax compliance. Personally increased profitability on client jobs by restructuring workpaper methods and determining the most important areas on which to focus time. • Relied upon to improve relationships with clients and assurance staff to coordinate the flow of financial and tax information.• Prepared income tax, franchise, and informational returns for corporations, partnerships, not-for-profit organizations, trusts, and individuals. • Trained staff on particular projects and monitored performance.

Tax Accounting Supervisor

• 1992 - 1996

• Analyzed financial information; prepared and reviewed corporate and partnership income tax returns.• Took initiative to lead a struggling tax group to becoming a more cohesive and productive team. As a result, was promoted to supervise the group and communicate with outside consultants regarding tax compliance and planning opportunities.• Personally implemented the changeover of income tax preparation from paper preparation to tax software. • Analyzed financial information; prepared and reviewed corporate and partnership income tax returns.• Took initiative to lead a struggling tax group to becoming a more cohesive and productive team. As a result, was promoted to supervise the group and communicate with outside consultants regarding tax compliance and planning opportunities.• Personally implemented the changeover of income tax preparation from paper preparation to tax software.