Senior Tax Manager

• Jan 2023 - Present

Tax Manager

• May 2022 - Dec 2022

Review and prepare tax returns for high net worth individuals and foreign trusts with cross border and international transactions. Oversight of preparation and review of all Federal, state, and informational filings for businesses, trusts, and individuals. Review client and trust accounting reports. Ongoing communications with clients, client advisors, team members to keep all parties informed on matters in a family office setting. Review and prepare tax returns for high net worth individuals and foreign trusts with cross border and international transactions. Oversight of preparation and review of all Federal, state, and informational filings for businesses, trusts, and individuals. Review client and trust accounting reports. Ongoing communications with clients, client advisors, team members to keep all parties informed on matters in a family office setting.

Tax Manager

• Sep 2017 - May 2022

Research, review, prep, and tax planning for a variety of business and individual tax returns. Review accounts analysis, trial balance importation, consolidations, eliminations, and adjusting/tax entries. Reconcile small business accounting records including: equity, intercompany transactions, AR, AP, cash, payroll, fixed assets, depreciation, debt, and general ledger transaction analysis. Analyze the relationship between a client's businesses and personal situation to provide comprehensive tax planning. Tax generalist who can speak knowledgably on all aspects of tax including experience with payroll, sales, use, including notice response and audit defense. Direct communication and the primary contact for numerous clients along with providing hands on help and explanation of tax scenarios. A willingness to dig in the weeds on a client situation to seek out the right solution. Engaging in tax research for specialty tax topics catered to the needs of the client's specific situation. I continue to keep abreast of current & developing tax law and lead our firm's response in implementing these changes to benefit our clients. Recent issues include analysis of TCJA, Covid stimulus packages, passthrough entity taxes, ERC & PPP, including authoring e-mail blasts to clients. Implement processes to address QBI and 163j standards. Process improve procedures and software for our department. Show less

Tax- Officer

• Jan 2014 - Sep 2017

Individual, partnership, S-Corp, trust & gift tax return planning, preparation, & review for high net worth individuals & their related businesses & investment partnerships. Federal & multi-state tax compliance including pass through withholding. Tax planning for high net worth individuals including: comprehensive analysis of the relation between their business and personal returns, quarterly tax estimates and payment cash flow planning, and tax basis schedule calculations. Complex hedge fund K-1 investments tax reporting, disclosures, & related filing requirements. Tax planning and research for specialty tax topics specific to client needs via online research platforms. Show less

Senior Tax Accountant

• Jun 2008 - Jan 2014

Preparation and review of pass through, corporate, and individual tax returns (C-corps, S-Corps, Partnerships, and LLC's,) for middle market tax clients (sales $100 million - $ 600 million) at the federal and state levels. Research and planning into technical tax issues. Process improvement and streamline preparation process of tax returns. Communicate tax issues and manage client relationships with CEO's, CFO's and treasurers at middle market clients. Preparation and tax saving strategies for high net worth individual tax clients. Show less