Experience

Aprio, the new name for LBA Haynes Strand

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager Serving Real Estate Clients (Promoted from Senior Tax Associate, Real Estate)

  • Sep 2016 - Present

  • Manage a team of 6-8 senior associates and associates • Represent corporations, partnerships, trusts, and individuals, including reviewing and preparing foreign, federal, state, property, and local tax returns and tax planning • Advise clients on complex tax questions and manage research projects • Communicate with the IRS and other taxing authorities to resolve client issues and tax notices • Guide clients on structuring transactions, including Section 1031 like-kind exchanges and sales • Coauthor articles on a variety of current tax topics including tax reform, upzoning, and excess business interest expense • Calculate extension and quarterly estimated tax payments and prepare related forms Show less



Emerald Creek Capital

• United States
• Real Estate
• 1 - 100 Employee

• Summer Accounting Intern

  • Jun 2015 - Jul 2015

  • Evaluated potential loans by analyzing data including financial statements and comparable property sales for a direct lender originating bridge loans secured by mortgages on commercial real estate • Researched and wrote articles including an article on like-kind exchanges under IRC Section 1031 • Drafted loan participation agreements among the company and the private equity funds it manages • Evaluated potential loans by analyzing data including financial statements and comparable property sales for a direct lender originating bridge loans secured by mortgages on commercial real estate • Researched and wrote articles including an article on like-kind exchanges under IRC Section 1031 • Drafted loan participation agreements among the company and the private equity funds it manages



CollectorsFolio

• Luxury Goods & Jewelry

• Summer Analyst

  • Jun 2014 - Aug 2014

  • Executed competitive analysis and researched the number of available copies and historical significance of various books for an e-commerce firm specializing in rare books • Calculated the lifetime value of dealers and collectors who are members of the firm’s website • Executed competitive analysis and researched the number of available copies and historical significance of various books for an e-commerce firm specializing in rare books • Calculated the lifetime value of dealers and collectors who are members of the firm’s website



[L]earned Media

• United States
• Advertising Services
• 1 - 100 Employee

• Summer Associate

  • Jul 2013 - Aug 2013

  • Executed online marketing strategies for clients of cutting-edge, branded content marketing agency that provides mobile, social media, and earned media services for advertising agencies and brands • Conducted research on a wide array of industries for clients • Posted entries on innovative publicity/earned media campaigns on the company blog • Executed online marketing strategies for clients of cutting-edge, branded content marketing agency that provides mobile, social media, and earned media services for advertising agencies and brands • Conducted research on a wide array of industries for clients • Posted entries on innovative publicity/earned media campaigns on the company blog



The Seaweed Bath Co., LLC

• Miami/Fort Lauderdale Area

• Summer Associate

  • Jun 2012 - Aug 2012

  • Performed search engine optimization for a startup skin care company to improve the visibility of the company’s website • Increased e-commerce sales by 40% by various means including informing consumers about the company’s products on relevant forums • Performed search engine optimization for a startup skin care company to improve the visibility of the company’s website • Increased e-commerce sales by 40% by various means including informing consumers about the company’s products on relevant forums