Senior Accounting and Finance Professional

Founded and operate a tax practice providing individual and business tax compliance, tax planning, bookkeeping, and consulting services.

Built standardized workflows and quality-control procedures using CCH Axcess, QuickBooks, and Excel. Manage client relationships and train junior accountants on technical procedures, work quality, and practice standards.

Prepared individual income tax returns, including Form 1040, and partnership returns, including Form 1065, with supporting workpapers.

Performed client bookkeeping and organized financial information for tax return preparation and review.

Prepared and electronically filed federal, state, and local tax returns while meeting filing deadlines and documentation requirements.

Researched complex tax issues, communicated recommended treatments to leadership, monitored regulatory changes, and trained junior tax accountants on compliance procedures.

Prepared federal, state, and local tax returns for individual and business clients and researched complex compliance matters.

Evaluated tax requirement changes, communicated their application to engagements, and supervised junior tax accountants through technical guidance and quality review.

Progressed from Tax Intern to Tax Associate and Senior Associate in Private Client Services. Gathered and analyzed financial information, organized workpapers, and prepared supporting documentation for income tax returns and annual tax and estate-planning engagements.

Prepared and reviewed individual, trust, gift, and foundation returns, including Forms 1040, 1041, 709, and 990. Supervised junior associates, reviewed work quality, and led local and firm-wide training for interns, associates, and experienced hires.

Tracked expenses, compared actual spending against forecasts, and prepared reports identifying budget variances.

Gathered and reconciled financial data across departments to support federal reimbursement requests for COVID-related expenses. Prepared presentations on financial findings and project updates for stakeholders.

Advised LGBTQI+, disability, and veteran student groups and coordinated the transition of programs to virtual delivery.

Catalogued student-group programs and interactions dating back to 2008 to improve records management and historical reference.

Supervised an eight-person team responsible for foot and mobile patrols.

Supported team accountability and operational readiness.

Bachelor of Arts in Accounting with a minor in Economics. Dean's List, 2020-2021.