•Facilitates and manages the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms.• Ensures accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings.• Researches and implements opportunities for process improvement in company tax procedures.• Implements strategic tax planning for all necessary federal and state taxes.• Manages members of the tax team as they prepare components of the company's US federal income tax return and other tax documents.• Plans for and develops an overall return calendar and coordinates timing and inputs with the tax team.• Maintains effective control procedures over all aspects of the tax process.• Manages and facilitates IRS income tax audits: preparing responses, creating schedules, etc.• Monitors legislative and regulatory tax law developments, communicates the effects of these developments to management and the tax team and creates strategies to capitalize on changes to taxation legislation.• Provides support with various internal audits and special tax-related projects.• Reviews tax returns and quarterly/yearly tax projections.• Manages, mentors, and develops members of the tax team to greater levels of effectiveness and engagement• Oversees the process of estimated tax payment calculations and client payments.• Ensures all sales tax returns are filed accurately and timely. •Conducts open competitive interviews for the selection of candidates to fill technical vacancies in the bookkeeping department• Provides timely and accurate responses to client questions through all forms of communication• Handles the client onboarding process•Oversees and implements scheduling with clients, finalizing outstanding tasks

•Assisted with 1,000+ tax return preparations forCorporations, Partnerships, and LLCs during busy season.•Led a team of 15+ for 6 clients, orchestrating resolutionsfor tax notices, reviewing payment requests, and generatingweekly reports for each client•Oversaw assignments of approximately 500-1,000 newnotices from the IRS and states to team members everyweek for multiple tax clients. •Collaborated with an integrated team of diversified portfoliosfor a client's investment trust, ensuring the client is taxcompliant, and enforced strict adherence to deadlines.•Researched tax laws, statutes, regulations, and identifiedissues that may have created potential financial risks, resolving

•Validated accounts, completed property funds, and issueddisbursement authorizations.•Advised 400+ customers with pressing concerns throughphone etiquettes and email interactions.•Presented monthly financial reports, assisted withpreparation for audits, and prepared 800+ 1099s & W2s fordistribution.•Executed multiple transaction reports and serviced agentsthroughout closing process.

•Managed day-to-day operations of 9 properties andformalized communication between employees, contractors, and investors. •Administrated account payables by reviewing andreconciling 5 bank accounts, paying bills, processing payroll, and collecting rent payments.•Developed monthly reports to maximize profitabilityincluding profit and loss statements, forecast overview, andcurrent conditions of properties.

•Orchestrated product illustration and marketing display to 500+ customers•Managed and organized brand experience promotion for new client service•Administered customer promotions on-site, providing statics data and visualpresentation to interested consumers

•Promoted and informed over 200 potential and current clients to new products•Efficiently communicated information to clientele about products, services, and pricingvalues•Managed orders and payment processes for customers