Chief Executive Officer

• Jan 2019 - Present

Finance Contractor

• May 2018 - Jun 2020

State tax contract/consulting for large Omaha area manufacturer*Research sales/use, corporate income, and other activity tax laws in all 52 States*Research Federal and State law statutes, regulations, and court cases to determine sales tax and income tax responsibilities*Build matrixes to apply and summarize Federal and State laws to company specific industry*Write and discuss summaries of research with company CFO and Controller*Analyze nation-wide sales to determine potential tax obligation for financial statement reporting*Use advanced pivot tables to analyze large data sets of sales information*Use research and past experience to identify taxability status of customers*Compute and summarize potential corporate income and sales/use tax obligation by State in readable format*Help lead the implementation of sales tax software to collect and report sales tax*Communicate with IT team to determine accounting software capabilities and integration*Identify vulnerabilities in accounting software collection process and consult on effects of reporting requirements.*Train and set up software to implement tax collection, exemption documentation collection, and return filings.

Staff Accountant

• Jan 2017 - May 2018

- CFO & Accounting services for Nonprofit Organizations (NPO) - Committee and Board meetings - Operating Budgets - Audit representation - Process payables, receivables, and payroll - Prepare financial statements- Prepare single and multi-state corporate income tax returns- Individual income tax returns- Payroll tax returns for multiple states - CFO & Accounting services for Nonprofit Organizations (NPO) - Committee and Board meetings - Operating Budgets - Audit representation - Process payables, receivables, and payroll - Prepare financial statements- Prepare single and multi-state corporate income tax returns- Individual income tax returns- Payroll tax returns for multiple states

Revenue Auditor II

• Jun 2014 - Dec 2016

- Lead audits of small and medium sized companies in accordance with various state tax programs (sales/use tax, income tax withholding, corporate income tax, tax incentives, etc.)- Assist with large complex audits performing various audit program procedures- Coordinate with external senior executives, department managers, and staff members to plan and execute audit procedures - Interact with auditees to identify high risk areas and gather the necessary information to perform the audit- Analyze charts of accounts and general ledgers to assess risk of noncompliance with sales/use tax, witholding tax, and corporate income tax regulations- Interpret transactions, associated contracts, and statements of work- Research and apply tax regulations, revenue rulings, and statutes to auditee transactions- Present and defend findings to taxpayers, managers, and Department level reviews- Prepare reports of audit findings

Revenue Auditor I

• Jun 2011 - Jun 2014

- Assisted on audits of small, medium, and large complex audits in accordance with various state tax programs- Received on-the-job training in the application of case law, statutes, regulations, procedures, and techniques- Assisted in researching and analyzing taxpayers' accounting systems to determine the reliability of the records audited- Assisted in researching and analyzing taxpayers' organizational structure, financial statements, and business activity- Prepared audit work papers and review notes to document, support, and explain audit findings - Submitted final write-up of audit findings for review and approval

Tax Preparer

• Nov 2010 - Apr 2011

- Prepared individual income tax returns for clients utilizing advanced tax software- Interviewed clients to obtain the necessary information required to complete their tax return such as taxable and nontaxable income, deductions, credits, and estimated taxes- Reviewed financial records, including prior tax return forms and various tax documents to determine their effect on the tax return- Utilized publications and handbooks for researching tax law in order to reduce each client's income tax liability

Client Service Representative

• Dec 2009 - Apr 2010

- Maintained the office work flow by performing duties including appointment scheduling, organizing paperwork, and transmitting tax returns- Assisted tax preparers with the research of tax law and the effects on the tax return- Aided client exits to ensure current and future needs have been met- Assumed responsibility of the cash drawer for client payments, daily drawer reconciliation, and daily deposits - Maintained the office work flow by performing duties including appointment scheduling, organizing paperwork, and transmitting tax returns- Assisted tax preparers with the research of tax law and the effects on the tax return- Aided client exits to ensure current and future needs have been met- Assumed responsibility of the cash drawer for client payments, daily drawer reconciliation, and daily deposits