Director, Tax

• Jan 2022 - Present

Joined H&B from DBNTM in merger effective January 1, 2022. Review Corporate, S-Corp, Partnership, Trust, and Individual tax returns for High-Net Worth clients. Prepare and review entity level and individual income tax projections. Conduct tax research and financial analysis on behalf of clients to identify tax issues associated with potential transactions and aid in yearly tax planning. Regularly draft internal and client memos regarding new regulations and the tax consequences of proposed and completed transactions. Manage IRS and FTB income tax audits, responses to notices, and petitions regarding demands for payment. Show less

Tax Manager

• Jul 2018 - Dec 2021

DBNTM Merged with H&B January 1, 2022

Tax Supervisor

• Jul 2016 - Jun 2018

Senior Tax Associate

• Jul 2014 - Jun 2016

Associate

• Apr 2012 - Jun 2014

Tax Intern

• Jan 2012 - Apr 2012

Staff Accountant

• Aug 2010 - Dec 2011

Personally responsible for a portfolio of 30 Commercial and Multi-Family Residential Properties. Worked in conjunction with the Controller to maintain general ledger accounts for each individual property in accordance with GAAP. Accounting Duties included - Preparation of Monthly Financial Statements, Journal Entries, Month-End Closing, Bank Reconciliations, Keeping Depreciation and Amortization Schedules, Recording Cash Receipts, Loading Invoices, Processing Checks, Keeping Debt Service Schedules/Making Payments. Property Management Duties included - Entering/Updating/Maintaining Lease Information, Tenant Billing/Invoicing, CPI Increases, CAM Reconciliations. Show less

Treasurer

• Aug 2009 - May 2010

As a member of the board of directors for RES of SDSU I worked to coordinate educational and social networking events for our members. Responsible for the administration of a $20k+ budget for a student organization. Accounting Duties included - Bookkeeping utilizing QuickBooks, Preparing Annual/Semester Budgets, A/P, A/R, Bank Reconciliations, Monthly Status Reports, Semester/Year-End Financial Statements. As a member of the board of directors for RES of SDSU I worked to coordinate educational and social networking events for our members. Responsible for the administration of a $20k+ budget for a student organization. Accounting Duties included - Bookkeeping utilizing QuickBooks, Preparing Annual/Semester Budgets, A/P, A/R, Bank Reconciliations, Monthly Status Reports, Semester/Year-End Financial Statements.

Intern

• Mar 2009 - Dec 2009

Assisted Broker with daily job functions such as client follow-ups, property searches, and tours. Designed potential-client databases by utilizing real estate research programs such as CoStar. Developed marketing material to convey knowledge of our clients’ needs. Assisted Broker with daily job functions such as client follow-ups, property searches, and tours. Designed potential-client databases by utilizing real estate research programs such as CoStar. Developed marketing material to convey knowledge of our clients’ needs.