• Contractor responsible for the controller role of a small Federal government contractor including monthly accounting, financial reporting and tax administration.• Successfully prepared annual financial statements with footnote disclosures on time for review by external CPA firm. Successfully implemented QuickBooks Online for company from Excel-based accounting and prepared monthly and quarterly financial reports. Successfully prepared customized ASC 842 Lease Accounting schedule and journal entries for company. • Successfully prepared high net worth Federal and Virginia individual tax returns on time with Schedule C for government contracting business. Prepared calculations for Federal and state quarterly estimated tax payments. Successfully implemented tax savings ideas that resulted in large tax savings on the tax return.

• Contractor on assignment with PwC as an R&D Tax Credit Specialist member of the PwC STS (Specialized Tax Services) team. Worked with large financial services client and prepared technical narratives for client R&D projects describing qualified research activities and making the best case for how the projects meet the R&D 4-Part Test. Researched and documented the software development life cycle of the financial services client’s major software development projects to determine qualification for the R&D tax credit.• Participated in client R&D interviews taking notes and presenting and updating PwC's Research Credit Solutions software during the interviews. Updated R&D statistical sample project tracker.

• Completed Tax Basis Balance Sheet Excel schedules for WG companies for 3rd quarter tax provision. Used Q3 trial balance and account information from PeopleSoft, 2020 Federal Tax Return Schedule M-3 adjustments and Excel schedules from 2021 quarterly provisions.• Participated in KPMG R&D Tax Credit Project. Participated in multiple daily Microsoft Team calls with KPMG and WG personnel to discuss the qualification of WG projects for the Federal R&D Tax Credit. During the meetings, contributed my knowledge of the R&D Tax Credit and asked relevant questions to WG personnel.

• Completed Form 1040, Form 1065 and state tax returns for clients. Prepared 2014 to 2020 Form 1065 partnership tax returns for client. Saved client over $50K on Federal and DC taxes by using NOL carryforwards.• Met with clients in-person to prepare client Form 1040 individual tax returns, provide tax consultation and tax notice resolution services. Researched tax issues for clients including G-4 visa, rental income and SEP-IRA for self-employed.

• Prepared Federal and state income tax returns for 12 reporting units within the Technology Services and Aeronautics divisions. Reviewed ASC 740 tax provision schedules and operating plan schedules. • Prepared filings for state estimated tax payments and state extensions.• Researched Maryland R&D credit and filed amended returns for $3M refund.

• Researched federal and state tax issues applicable to clients and wrote memos to describe the facts, law, analysis and conclusion of the research. Calculated tax provisions for clients.

• Prepared Federal income tax returns for 33 reporting units within the U.S. Exploration & Producing and Chemical divisions ($100M to $1B subsidiaries). • Assisted Tax Advisor in the review of quarterly and year-end ASC 740 tax provision calculations and the reconciliation of Return to Accrual (RTA) differences. Worked on large, complex Excel schedules using formulas and macros.

• Worked with a team of internal auditors on the audit of the maintenance stock inventory procedures of the telephone equipment division. Visited operating unit sites, conducted interviews with business unit personnel and documented business processes. • Performed audit testwork of return transactions and performed analysis of the data. Documented findings and assisted in drafting report for presentation to the business unit client.

• Supervised a staff accountant for audit engagement.• Discussed accounting control procedures with clients and resolved accounting issues.• Planned and performed the testwork for significant audit areas during audit engagements.