Experience

Hartle & Rees, LLC

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Jan 2019 - Present



Merit Medical Systems, Inc.

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Tax Associate

  • Jul 2011 - Oct 2014

  Prepared consolidated corporate federal and state tax returns. Worked with tax director to merge multiple companies’ accounting data. Prepared consolidated corporate federal and state tax returns. Worked with tax director to merge multiple companies’ accounting data.



Wolff & Company, LLP

• Tax Associate

  • Jan 2006 - Aug 2012

  Cleaned up Quickbooks files for clients to accurately reflect financial situation. Reviewed and ensured accuracy of corporate, partnership, fiduciary and individual tax returns. Prepared corporate, partnership, fiduciary and individual returns. Researched federal and state tax statutes related to client issues. Supervised and trained less experienced staff. Cleaned up Quickbooks files for clients to accurately reflect financial situation. Reviewed and ensured accuracy of corporate, partnership, fiduciary and individual tax returns. Prepared corporate, partnership, fiduciary and individual returns. Researched federal and state tax statutes related to client issues. Supervised and trained less experienced staff.



Wisan, Smith, Racker & Prescott

• Tax Associate

  • Jan 2001 - Dec 2005

  Prepared corporate, partnership, fiduciary and individual returns. Used Quickbooks to accurately reflect financial information of numerous companies. Managed a highly-stressful environment to ensure deadlines and expectations were met. Provided system expertise (UltraTax) to fellow staff members. Prepared corporate, partnership, fiduciary and individual returns. Used Quickbooks to accurately reflect financial information of numerous companies. Managed a highly-stressful environment to ensure deadlines and expectations were met. Provided system expertise (UltraTax) to fellow staff members.



PwC

• Professional Services
• 700 & Above Employee

• Tax Associate

  • May 1999 - Dec 2000

  Prepared corporate, partnership, fiduciary and individual returns. Prepared and reviewed tax accruals for corporations. Audited client financials to ensure accuracy and accordance with generally accepted accounting standards. Prepared corporate, partnership, fiduciary and individual returns. Prepared and reviewed tax accruals for corporations. Audited client financials to ensure accuracy and accordance with generally accepted accounting standards.