Experience

Spain, Price, Reader & Thompson, PC

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Dec 2018 - Present

  Houston, Texas • Manage the engagements of major client groups with an emphasis on real estate • Utilize research tools such as CCH Answer Connect to support tax positions and consulting recommendations. • Assist in the interpretation of newly enacted tax legislation and implement the changes firm wide. • Present firm training courses on various tax topics • Facilitate the acquisition of new clients through the firm's technology platform and BDO alliance network • Prepare and review federal and… Show more • Manage the engagements of major client groups with an emphasis on real estate • Utilize research tools such as CCH Answer Connect to support tax positions and consulting recommendations. • Assist in the interpretation of newly enacted tax legislation and implement the changes firm wide. • Present firm training courses on various tax topics • Facilitate the acquisition of new clients through the firm's technology platform and BDO alliance network • Prepare and review federal and state income tax returns for private companies, high net worth individuals, and trusts using CCH Axcess Tax Show less



Andersen

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate Real Estate Tax

  • Jun 2017 - Nov 2018

  Houston, Texas Area • Project Lead in charge of supervising the preparation and review of the tax returns of a major Real estate developer of luxury apartment complexes • Assisted in the interpretation of the Tax Cuts and Jobs Act of 2017 and its potential impact on clients and participated in the resulting consulting recommendations • Presented firm training course on partnerships and LLCs • Participated in meetings with potential new clients • Prepared and reviewed federal and state income tax… Show more • Project Lead in charge of supervising the preparation and review of the tax returns of a major Real estate developer of luxury apartment complexes • Assisted in the interpretation of the Tax Cuts and Jobs Act of 2017 and its potential impact on clients and participated in the resulting consulting recommendations • Presented firm training course on partnerships and LLCs • Participated in meetings with potential new clients • Prepared and reviewed federal and state income tax returns for private companies using GoSystems • Prepared and reviewed federal and state income tax returns for high net worth individuals • Prepared and reviewed federal and state income tax returns for trust entities Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Tax Senior

  • Dec 2015 - May 2017

  Houston, Texas Area • Project Lead in charge of supervising the preparation and review of the tax returns of a major Real estate developer of retail strip malls and community malls • Developed and implemented training course to maximize the efficiency of staff that prepares returns for the afore-mentioned client • Reviewed federal and state income tax returns for private companies using GoSystems • Reviewed federal and state income tax returns for high net worth individuals • Reviewed federal and… Show more • Project Lead in charge of supervising the preparation and review of the tax returns of a major Real estate developer of retail strip malls and community malls • Developed and implemented training course to maximize the efficiency of staff that prepares returns for the afore-mentioned client • Reviewed federal and state income tax returns for private companies using GoSystems • Reviewed federal and state income tax returns for high net worth individuals • Reviewed federal and state income tax returns for trust entities • Reviewed extensions and extension estimates for federal and state income tax returns • Resolved and responded to IRS and state tax notices • Conducted tax research on pertinent topics using various research resources Show less



Invesco Ltd.

• United States
• Financial Services
• 700 & Above Employee

• Tax Accountant II

  • Aug 2014 - Nov 2015

  Houston, Texas Area • Prepared income, excise, state, and local tax workpapers and returns for Regulated Investment Companies • Prepared various schedules for shareholder year-end tax reporting • Prepared required tax compliance including Section 851 and 817(h) diversification tests for all assigned mutual funds • Prepared work papers that lend support to the tax provision and to the tax footnotes in the financial statements. • Responsible for calculation of ownership changes under IRC… Show more • Prepared income, excise, state, and local tax workpapers and returns for Regulated Investment Companies • Prepared various schedules for shareholder year-end tax reporting • Prepared required tax compliance including Section 851 and 817(h) diversification tests for all assigned mutual funds • Prepared work papers that lend support to the tax provision and to the tax footnotes in the financial statements. • Responsible for calculation of ownership changes under IRC regulations. • Prepared estimates used for determining monthly, quarterly, and annual dividend rates, and any required Section 19 notices • Responsible for all earnings and profit calculations for assigned mutual funds • Responsible for review of Invesco Powershares compliance outsourced to a third party • Led the transition of New York State and New York City compliance from a hard copy compliance system to a fully digital system and supervised subsequent staff adherence Show less



PwC

• Professional Services
• 700 & Above Employee

• Experienced Tax Associate

  • Jan 2013 - Aug 2014

  Houston • Prepared and reviewed federal income tax returns for private companies varying in size from hundreds of millions in revenue to billions of dollars in revenue using GoSystems • Prepared and reviewed state income tax returns for private companies subject to multi-state apportionment and allocation • Prepared federal and state income tax returns for ultra high net worth individuals • Prepared federal and state income tax returns for various trust entities • Prepared extensions… Show more • Prepared and reviewed federal income tax returns for private companies varying in size from hundreds of millions in revenue to billions of dollars in revenue using GoSystems • Prepared and reviewed state income tax returns for private companies subject to multi-state apportionment and allocation • Prepared federal and state income tax returns for ultra high net worth individuals • Prepared federal and state income tax returns for various trust entities • Prepared extensions and extension estimates for federal and state income tax returns • Resolved and responded to IRS and state tax notices • Conducted tax research on pertinent topics using various research resources Show less



Bentley, Bratcher, & Associates, PC

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jan 2012 - Dec 2012

  Houston, TX • Prepared federal and state income tax returns for a variety of entities using ProSystemfx • Prepared extensions and extension estimates for federal and state income tax returns • Resolved and responded to IRS and state tax notices • Conducted tax research on pertinent topics using various research resources