Certified Public Accountant with 8+ years of experience in tax compliance, planning, and advisory services for businesses and high-net-worth individuals. Proven ability to lead engagements, supervise teams, and deliver accurate, strategic solutions in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Tax Manager
Business Management Company
06.2024 - Current
Manage tax compliance and strategic planning for small to mid-sized business owners across various industries
Lead client advisory meetings focused on identifying and implementing tax savings strategies tailored to their individual and business goals
Perform financial clean-up and reconciliation in QuickBooks Online to support accurate tax return preparation and planning
Prepare all assigned client tax returns and review returns completed by fellow tax managers to ensure accuracy, compliance, and timely filing
Correspond with the IRS and state tax authorities to resolve client notices and inquiries
Tax Supervisor
Ellin & Tucker
08.2016 - 05.2024
Prepare and review tax returns for corporations, partnerships, individuals, and nonprofit organizations across various industries
Lead engagements from start to finish; corresponding with clients to obtain information we need to complete the tax return, as well as collaborating with staff to meet both internal and external deadlines
Supervise, train, and mentor other tax associates and interns on assigned tax engagements
Respond to inquiries or notices from the IRS and other tax authorities
Education
Bachelor of Science - Accounting
Towson University
Towson, Maryland
05.2016
Skills
Certified Public Accountant (2018 – Present)
Experience with Microsoft Dynamics, QuickBooks, Prosystems and UltraTax
Ability to work both independently and in a team environment
Assistant Professor at College of Business Management, Institute of Business ManagementAssistant Professor at College of Business Management, Institute of Business Management
Assistant Professor at Parul Institute of Engineering & Technology (Management Dpt.) & Parul Institute of Business and ManagementAssistant Professor at Parul Institute of Engineering & Technology (Management Dpt.) & Parul Institute of Business and Management