Experience

Citrine Capital

• United States
• Financial Services
• 1 - 100 Employee

• Director of Tax

  • Nov 2022 - Present

  San Francisco, California, United States



Capital City Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Tax Planning Manager

  • May 2021 - Nov 2022

  Columbia, South Carolina, United States



Barb & Company, PA

• United States
• Accounting
• 1 - 100 Employee

• Certified Public Accountant - Compliance and Tax Services

  • Jan 2017 - May 2021

  Columbia, South Carolina Assist organizations and individuals with resolving income tax issues and financial compliance. Consult with companies or individuals to review client-specific information and ensure that all information is being presented properly. Interpret tax law and communicate applicable changes to clients as they arise. Represent clients before various taxing authorities and communicate with the IRS on behalf of clients. Resolve outstanding tax debt and income tax issues for clients when needed. Serve as… Show more Assist organizations and individuals with resolving income tax issues and financial compliance. Consult with companies or individuals to review client-specific information and ensure that all information is being presented properly. Interpret tax law and communicate applicable changes to clients as they arise. Represent clients before various taxing authorities and communicate with the IRS on behalf of clients. Resolve outstanding tax debt and income tax issues for clients when needed. Serve as a certified fraud examiner to find evidence of misappropriation when working for clients. • Led the implementation of a new cloud-based electronic filing and workflow tracking system for the organization including a secure online portal for clients to upload documents increasing data security and convenience. • Developed a Tax Resolution department for the enterprise to help solve clients' tax problems and represent them in dealings with the IRS. • Created and served on the company's Data Security team and established a new written security plan compliant with the Gramm-Leach-Bliley Act; this project founded a new mass email communication system with clients. Show less



Elliott Davis

• United States
• Accounting
• 700 & Above Employee

• Staff Tax Accountant

  • 2014 - 2016

  Columbia South Carolina Prepared and filed single- and multi-state individual, corporate, gift, fiduciary, and partnership tax returns; focused primarily on providing guidance on income tax issues related to the auto, restaurant, and non-profit industries. Partnered with clients to meet individualized needs and ensure filing accuracy. Performed various accounting duties on behalf of represented clients including reconciliation of balance sheets, maintenance of fixed asset & depreciation schedules, and assisting with… Show more Prepared and filed single- and multi-state individual, corporate, gift, fiduciary, and partnership tax returns; focused primarily on providing guidance on income tax issues related to the auto, restaurant, and non-profit industries. Partnered with clients to meet individualized needs and ensure filing accuracy. Performed various accounting duties on behalf of represented clients including reconciliation of balance sheets, maintenance of fixed asset & depreciation schedules, and assisting with financial planning. Performed tax accounting method calculations and guided clients on recommended adjustments. Analyzed and organized client data for increased transparency and service value. Supported the internal Audit department by advising clients to ensure all financial tax records and reports are adequately prepared. • Selected to serve on the Construction Accounting team due to recognized skill in business compliance. • Partnered closely with senior leaders to experience all areas of tax return preparation in order to complete requirements for CPA certification. Show less



University of South Carolina Darla Moore School of Business

• United States
• Higher Education
• 100 - 200 Employee

• Graduate Teaching Assistant/Recreation Leader

  • 2012 - 2013

  Columbia, SC Contributed to the growth of the university's Accounting Department as a Graduate Teaching Assistant while completing coursework for MACC degree. Led courses in both Financial and Cost Accounting; presented weekly lectures covering course material including basic accounting principles and classroom examples to enrolled students. Administered and graded quizzes and assignments as needed and proctored course examinations. Provided one-on-one tutoring and coaching to struggling students during… Show more Contributed to the growth of the university's Accounting Department as a Graduate Teaching Assistant while completing coursework for MACC degree. Led courses in both Financial and Cost Accounting; presented weekly lectures covering course material including basic accounting principles and classroom examples to enrolled students. Administered and graded quizzes and assignments as needed and proctored course examinations. Provided one-on-one tutoring and coaching to struggling students during office hours; connected with students to encourage personal growth and academic success. Maintained student records and reported final grades to the university at course completion. • Partnered with course professor to independently lead classes during Fall, Spring, and Summer semesters. • Selected for participation in Beta Alpha Psi, a leading honors organization for Finance & Accounting students. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Mar 2008 - Dec 2010

  Columbia, South Carolina Area Provided financial planning and support to clients to help them achieve their financial goals; assisted with maintenance of portfolios, providing guidance and investment recommendations when necessary based on clients' needs, goals, and risk tolerance. Conducted ongoing research to remain up to date on market trends and projections. Consulted with clients regularly to review investment strategies and re-balance portfolios; provided updates of investment performance and new investment… Show more Provided financial planning and support to clients to help them achieve their financial goals; assisted with maintenance of portfolios, providing guidance and investment recommendations when necessary based on clients' needs, goals, and risk tolerance. Conducted ongoing research to remain up to date on market trends and projections. Consulted with clients regularly to review investment strategies and re-balance portfolios; provided updates of investment performance and new investment recommendations. Performed lead generation and networking to uncover and cultivate new business prospects. Presented educational seminars to individuals and small groups to increase industry understanding and market Edward Jones services. • Recognized with Edward Jones' "Pioneer Award" for opening a successful branch office with no prior assets. • Proactively managed clients through the 2008 financial crisis assuaging fears and guiding investments for maximum performance. Show less