Experience

TokenTax

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Crypto Tax Preparer

  • Jan 2021 - Present



Oxford Accounting, LLC

• Owner/Partner

  • Dec 2020 - Present

  Washington DC-Baltimore Area We assist individuals and businesses virtually with their accounting, bookkeeping, payroll, & income tax return filing needs. We have over 18 years of experience in industry & public accounting that we leverage to best serve our client's needs.



Freddie Mac

• United States
• Financial Services
• 700 & Above Employee

• Tax Manager

  • May 2020 - Dec 2020

  Washington, District of Columbia, United States Reviewed M-3 adjustments for the Federal Income Tax Return. Develop and document tax requirements for the new tax amortization engine for the retained portfolio.



Accointax

• Sr. Tax Manager

  • Dec 2019 - Mar 2020

  Washington D.C. Metro Area Manage the firm’s tax department Lead and mentor tax department team consisting of both employees & independent contractors Prepare and review individual, corporate, S-corporation, & partnership federal & state income tax returns Responsible for establishing Standard Operating Procedures for tax department



American Woodmark

• United States
• Wholesale Building Materials
• 700 & Above Employee

• Tax Manager

  • Aug 2016 - Dec 2019

  Winchester, Virginia Managed all areas of the company’s corporate tax department Lead and mentored a team of three accountants Reviewed & prepare federal & state income tax returns Review & approve month/quarter-end journal entries Prepare monthly schedules related to current income tax expense Prepare quarterly & year-end income tax provision schedules Prepare quarterly & year-end related tax footnotes for the 10Q/10K filings.



Navient

• United States
• Financial Services
• 700 & Above Employee

• Tax Manager

  • Apr 2014 - Jul 2016

  Reston, VA Prepare monthly schedules related to current income tax expense and Fin18. Prepare quarterly and year-end income tax provision schedules related to ASC718, Deferred and Current tax expense Prepare quarterly and year-end related tax footnotes for the 10Q/10K filings. Perform internal control testing related to tax processes. Prepare monthly and quarterly related tax journal entries using PeopleSoft Prepare reports related to company's deferreds using TaxStream. Assist in the… Show more Prepare monthly schedules related to current income tax expense and Fin18. Prepare quarterly and year-end income tax provision schedules related to ASC718, Deferred and Current tax expense Prepare quarterly and year-end related tax footnotes for the 10Q/10K filings. Perform internal control testing related to tax processes. Prepare monthly and quarterly related tax journal entries using PeopleSoft Prepare reports related to company's deferreds using TaxStream. Assist in the preparation of book to tax differences (M3s) Prepare reports for use by the compliance team Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Sr. Associate

  • Mar 2012 - Apr 2014

  McLean, VA Provide tax compliance and advisory services to clients from Fortune 100 to emerging businesses related to investment vehicles such as REMICS



Inkwell Accounting, LLC

• Owner

  • Jan 2009 - Apr 2012

  Prepare Individual and Small Business Tax Returns Assist tax payers with tax planning and research Bookkeeping for small business



Valley Graphics, LLC

• Accountant

  • Aug 2007 - Mar 2009

  Prepare and record month-end & year-end journal entries Prepare monthly bank reconciliation Prepare trade account reconciliation Prepare bi-weekly payroll checks and ensure all Federal & State payroll deposits are done timely Prepare Quarterly and Year-end Payroll reports Prepare monthly Sales & Use Tax return Prepare required property tax returns Work with company's Certified Public Accountant at year-end in order to complete Federal & State Income Tax… Show more Prepare and record month-end & year-end journal entries Prepare monthly bank reconciliation Prepare trade account reconciliation Prepare bi-weekly payroll checks and ensure all Federal & State payroll deposits are done timely Prepare Quarterly and Year-end Payroll reports Prepare monthly Sales & Use Tax return Prepare required property tax returns Work with company's Certified Public Accountant at year-end in order to complete Federal & State Income Tax return Prepare any required Federal & State Tax Forms as requested Show less



Raetz & Hawkins, PC

• Accountant

  • Sep 2006 - Jun 2007

  Prepared Compilation reports for monthly, quarterly and year-end clients Prepared Tax returns for Corporations, S-Corporation, Partnerships, and Exempt Organizations Prepared personal property tax returns for clients Prepared Quarterly and Year-end Payroll reports and forms for clients Assisted with preparation of Individual Extension payments Assisted clients with general bookkeeping and tax questions



Orbital Sciences Corporation is now Orbital ATK!

• Defense and Space Manufacturing
• 700 & Above Employee

• Tax Manager

  • May 2005 - Sep 2006

  Corporate Tax Department FAS109 Income Tax Provision Prepare Book-Tax (M-3s) difference by analyzing data obtained from other departments Analyze impact of net operating losses related to Federal & State Income Taxes Ensure work papers meet Sarbanes-Oxley regulations Participate in Sarbanes-Oxley Reviews done by Internal Audit. Work closely with external auditors Income Tax Provision Compliance Responsible for preparing and timely filing Sales & Use Tax… Show more Corporate Tax Department FAS109 Income Tax Provision Prepare Book-Tax (M-3s) difference by analyzing data obtained from other departments Analyze impact of net operating losses related to Federal & State Income Taxes Ensure work papers meet Sarbanes-Oxley regulations Participate in Sarbanes-Oxley Reviews done by Internal Audit. Work closely with external auditors Income Tax Provision Compliance Responsible for preparing and timely filing Sales & Use Tax Returns Perform Sales & Use tax Reviews to ensure accuracy of filings Researched applicable Sales & Use tax issues related to Capital Asset Acquisition Requests Responsible for preparing Property Tax Returns for Maryland & Virginia Prepared necessary Unclaimed Property Tax Returns Assist in preparation of Federal and State Estimated payments Contracts Review contracts for Transportation Management Systems and Space Systems Groups Research Tax issues related to Domestic and International Contracts Created a contract review checklist to ensure proper documentation Show less



Freddie Mac

• United States
• Financial Services
• 700 & Above Employee

• Accounting Manager

  • Jul 2004 - May 2005

  Performing Loans Accounting Manage a staff of five for the Performing Loans Accounting Group Responsible for reviewing and approving account reconciliations, journal entries and other deliverables prior to review with upper management Ensure monthly accounting close deadlines are met Develop and maintain Sarbanes-Oxley documentation for group Work closely with Change Management group to analyze new product impacts and implement new processes related to project initiatives and new… Show more Performing Loans Accounting Manage a staff of five for the Performing Loans Accounting Group Responsible for reviewing and approving account reconciliations, journal entries and other deliverables prior to review with upper management Ensure monthly accounting close deadlines are met Develop and maintain Sarbanes-Oxley documentation for group Work closely with Change Management group to analyze new product impacts and implement new processes related to project initiatives and new products

• Business Application Analyst - Sr

  • Sep 2003 - Jun 2004

  Performing Loans Accounting Change Management Responded to Operational Risk Assessments for new products/programs impacting Performing Loans Interacted with automation teams to ensure Performing Loans build and test requirements were met before implementation of new products/programs Accounting Function Prepared Bank Reconciliation, Account Reconciliation, Journal Entries, Net Yield Analysis and related schedules. Assisted in training of team members on baseline… Show more Performing Loans Accounting Change Management Responded to Operational Risk Assessments for new products/programs impacting Performing Loans Interacted with automation teams to ensure Performing Loans build and test requirements were met before implementation of new products/programs Accounting Function Prepared Bank Reconciliation, Account Reconciliation, Journal Entries, Net Yield Analysis and related schedules. Assisted in training of team members on baseline duties Updated and maintained accounting procedures

• Tax Analyst - Sr

  • Jul 2002 - Sep 2003

  Corporate Tax Reviewed and prepared tax files impacting Freddie Mac's corporate tax return. Researched outstanding issues and procedural changes Prepared and reviewed files to verify the Tax Accounting System provided accurate data Researched and corrected discrepancies in the TAS. Assisted in training new staff on Tax Department procedures such as file preparation, accessing PeopleSoft and using the Tax Accounting System (TAS) Aided in streamlining processing of files… Show more Corporate Tax Reviewed and prepared tax files impacting Freddie Mac's corporate tax return. Researched outstanding issues and procedural changes Prepared and reviewed files to verify the Tax Accounting System provided accurate data Researched and corrected discrepancies in the TAS. Assisted in training new staff on Tax Department procedures such as file preparation, accessing PeopleSoft and using the Tax Accounting System (TAS) Aided in streamlining processing of files related to delinquent loans Helped align files with current process while maintaining similar workflow with related files. Reconciled Servicing Fees to fee amounts generated by the TAS system. Analyzed query design to ensure accurate accounting results Sales & Use Tax Reviewed State Sales and Use tax files and returns. Researched state tax laws related to sales and use taxes and implications to Freddie Mac's customer Responsible for making prompt payments of sales tax owed by Freddie Mac. Aided in setting up electronic funds transfers (EFTs) various states. Replied to related sales tax correspondence. Trained Tax Analyst in sales tax preparation and Insource Tax Software Partnership Reviewed tax files related to Freddie Mac's partnership. Aided in Preparation and review of Freddie Mac's partnership return and related schedules Projects/Initiatives Analyzed and documented current manual process for automation requirements Developed reports for Tax Credit Loss Reporting Identified data mapping between multiple systems to ensure data validity Developed database by using PeopleSoft, Excel and Access to aid with Tax IRS Audit inquiries

• Tax Analyst

  • Jun 2001 - Jul 2002

  Compliance Prepared and reviewed quarterly, extension and annual Tax M-1's for use in Federal Tax payment calculations and Federal Tax Return Researched and resolved discrepancies in the Tax Accounting System Sales & Use Tax Prepared State Sales and Use tax files and returns. Responsible for making prompt payments of sales tax owed by Freddie Mac. Aided in setting up electronic funds transfers (EFTs) various states. Replied to related sales tax correspondence. Researched… Show more Compliance Prepared and reviewed quarterly, extension and annual Tax M-1's for use in Federal Tax payment calculations and Federal Tax Return Researched and resolved discrepancies in the Tax Accounting System Sales & Use Tax Prepared State Sales and Use tax files and returns. Responsible for making prompt payments of sales tax owed by Freddie Mac. Aided in setting up electronic funds transfers (EFTs) various states. Replied to related sales tax correspondence. Researched state tax laws related to sales and use taxes and implications to Freddie Mac's customer Researched discrepancies within files. Partnership Prepared tax files related to Freddie Mac's partnership. Prepared Freddie Mac's partnership return and related schedules.