Experience

TCG, a HUB International company

• United States
• Financial Services
• 1 - 100 Employee

• Director of Tax Services

  • Feb 2022 - Present

  • Oversee and direct all tax-related operations, including compliance, planning, and advisory services for a diverse portfolio of clients. • Develop and implement tax strategies to minimize liabilities and optimize financial results for individuals, corporations, and partnerships. • Collaborate with clients to identify tax planning opportunities, provide comprehensive advice, and deliver tailored solutions to meet their objectives. • Manage a team of tax professionals, providing… Show more • Oversee and direct all tax-related operations, including compliance, planning, and advisory services for a diverse portfolio of clients. • Develop and implement tax strategies to minimize liabilities and optimize financial results for individuals, corporations, and partnerships. • Collaborate with clients to identify tax planning opportunities, provide comprehensive advice, and deliver tailored solutions to meet their objectives. • Manage a team of tax professionals, providing guidance, training, and mentorship to optimize their performance and foster a culture of excellence. • Conduct regular reviews of tax filings and documentation to ensure accuracy, completeness, and adherence to applicable laws and regulations. • Proactively monitor changes in tax legislation, assessing their impact on clients, and recommending appropriate adjustments to mitigate risks and maximize savings. • Foster and maintain strong client relationships, serving as a trusted advisor and providing exceptional customer service. • Successfully led the implementation of tax technology solutions, streamlining processes and improving efficiency. Show less



SkyTax Financial LLC

• Senior Tax Advisor

  • Dec 2020 - Jan 2022

  Miami, Florida, United States Tax Return Preparation: •Prepare and review individual, corporate, and partnership tax returns in compliance with current tax laws and regulations. •Identify and apply relevant tax deductions, credits, and exemptions to maximize clients' tax benefits. Client Consultation: •Conduct client interviews to gather financial information and ensure the accuracy of tax documents. •Provide expert advice on tax planning and strategies to help clients minimize tax liabilities. Compliance… Show more Tax Return Preparation: •Prepare and review individual, corporate, and partnership tax returns in compliance with current tax laws and regulations. •Identify and apply relevant tax deductions, credits, and exemptions to maximize clients' tax benefits. Client Consultation: •Conduct client interviews to gather financial information and ensure the accuracy of tax documents. •Provide expert advice on tax planning and strategies to help clients minimize tax liabilities. Compliance Assurance: •Stay up-to-date with changes in tax laws and regulations, ensuring full compliance in all tax filings. •Verify the accuracy of financial information and documentation, minimizing the risk of errors or audits. •Utilize tax preparation software and tools to streamline the tax preparation process. •Ensure the accurate input of financial data and generate error-free tax returns. Show less



Block Advisors

• Financial Services
• 700 & Above Employee

• Tax Advisor

  • Jan 2020 - Dec 2020

  Miami, Florida, United States • Provide onsite tax services to individual(s) and small businesses • Prepare individual tax forms (1040, 1040X) and Small Business forms (1065, 1120 and 1120s) • Provide tax resolution services to individuals and small businesses • Provide tax planning services to individuals, small businesses, trusts and estates



Intuit

• United States
• Software Development
• 700 & Above Employee

• Remote Tax Advisor

  • Jan 2018 - Dec 2020

  Miami, Florida, United States • Prepare and complete tax returns using Intuit TurboTax products • Manage product/software inquiries with ready solutions • Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.



U.S. Air Force Reserve

• United States
• Armed Forces
• 700 & Above Employee

• Air Transportation Journeyman

  • Mar 2008 - Aug 2016

  Homestead, FL • Coordinated passenger movement by utilizing TSA regulations in military air base • Screened passenger documentation (travel orders, passports, and visas) and review validity • Enforced TSA regulations to passenger and foreign nationals • Completed required documentation and reports within air terminal regulations