Tax Partner

• Jan 2020 - Present

I work with individuals, trusts and local businesses in helping them maintain accurate accounting records, stay in compliance with current tax laws and reporting requirements and plan for future growth. I also work with private foundations and non-profit entities to ensure proper tax compliance and reporting.

Partner

• Jan 2020 - Jan 2020

Treasurer

• Feb 2010 - Sep 2017

Worked closely with the executive director and board on the financial aspects of the organization. Reponsible for monthly financial presentations to the executive committee and to the board of directors. Develop annual budget for the organization. Oversaw annual audit and review of non-profit tax filings. Worked closely with the executive director and board on the financial aspects of the organization. Reponsible for monthly financial presentations to the executive committee and to the board of directors. Develop annual budget for the organization. Oversaw annual audit and review of non-profit tax filings.

Tax Manager

• Dec 2010 - Jan 2011

Tax Accountant

• Jan 2002 - Dec 2010

Accountant

• 2003 - 2009