Experience

Nationwide Tax Consulting

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Analyst

  • Aug 2018 - Present

  • Conduct research on client’s accounts with the Internal Revenue Service and State Tax entities to assess tax liabilities • Analyze client accounts to formulate tax debt solutions • Prepare and file various Internal Revenue Service and State Tax financial forms including Offer-In-Compromises, 433-As and 433-Bs • Provide guidance and implementation of tax debt solutions directly to clients • Coordinate with the Internal Revenue Service and State Tax and clients to reach an agreeable solution for tax liabilities • File tax returns and various forms with the Internal Revenue Service and State Tax • Review client tax liabilities to find potential revenue sources and maintain client account information Show less



Mart Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Market Financial Analyst

  • Jun 2017 - Dec 2017

  • Constructed pro-forma financial statements for multi-million dollar construction projects • Produced presentation decks to secure project financing • Formulated marketing plans to drive sales and customer satisfaction • Generated weekly financial analysis reports for company meetings • Streamlined financial reporting and marketing results to be able to accurately and effectively adjust plans as necessary • Constructed pro-forma financial statements for multi-million dollar construction projects • Produced presentation decks to secure project financing • Formulated marketing plans to drive sales and customer satisfaction • Generated weekly financial analysis reports for company meetings • Streamlined financial reporting and marketing results to be able to accurately and effectively adjust plans as necessary



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Summer Analyst

  • May 2016 - Aug 2016

  Worked in the Investment Grade Oil & Gas division of the bank with a focus on the Energy Master Limited Partnership (MLP) space. Utilized Excel to develop complex financial models. Analyzed client financial statements to determine potential growth opportunities. Prepared research pitch-books for client meetings. Attended an MLP investor conference to thoroughly understand both the company and investor sides of the MLP space. Worked in the Investment Grade Oil & Gas division of the bank with a focus on the Energy Master Limited Partnership (MLP) space. Utilized Excel to develop complex financial models. Analyzed client financial statements to determine potential growth opportunities. Prepared research pitch-books for client meetings. Attended an MLP investor conference to thoroughly understand both the company and investor sides of the MLP space.



Sports Tyme

• United States
• Restaurants

• Summer Camp Counselor

  • May 2010 - Jul 2012

  Sports Tyme is a summer sports camp that provides a safe, fun, and secure sports environment for children to grow and develop. I was a Camp Counselor for two years and volunteered with the organization my first year. Working with the children allowed me to develop my leadership skills and learn how to communicate with different types of people. Sports Tyme is a summer sports camp that provides a safe, fun, and secure sports environment for children to grow and develop. I was a Camp Counselor for two years and volunteered with the organization my first year. Working with the children allowed me to develop my leadership skills and learn how to communicate with different types of people.