•Managed client relationships & headed up on-boarding of new prospective clients•Reviewed & prepared corporate, partnership, estate, gift, payroll, SALT, & high net worth individual tax returns with signing responsibility•Advised clients on future tax planning opportunities•Represented taxpayers before taxing agencies, including audit representation•Co-management & professional development of staff/senior level employees•Developed & implemented training for staff within a framework allowing for future growth•Assisted in software decisions/recommendations for a growing firm•Coordinated online & social media presence/improvements as well as community involvement initiatives

•Developed & designed the UltraTax CS professional tax preparation software application•Researched to maintain up-to-date understanding of tax laws to leverage in the development process•Composed & executed extensive test plans to identify & correct errors for maximum code coverage•Manage development projects & collaborated with programmers, analysts, & other teams to coordinate enhancements & maximize efficiencies•Innovated, presented, & implemented new development projects that improve the quality of the user experience•Engaged directly with users of the product in various contexts to ensure smooth deployment, quality control, & improvements•Delivered technical presentations on new product features to developers & support staff•Supported Partner Summit interacting with users focusing on advancing their firms' business processes & embracing technology

•Managed department of staff accountants preparing delinquent & current tax returns for clients seeking tax resolution•Reviewed & prepared multiple years of corporate, individual, payroll, & sales/use tax returns; signing responsibility for all returns•Represented taxpayers before taxing agencies, negotiating installment agreements, levy releases, stays on collections, & audit representation•Advised small business owners on establishing payroll, coordinating with third-party companies to deliver their reporting needs•Entrusted with confidential internal employee & business information, such as payroll recordkeeping•Worked directly with upper management on preparation of internal financial statements used to make executive decisions for the firm•Assisted with establishment of firm-wide organizational systems & procedures, as well as software recommendations for a growing company•Interviewed, made hiring recommendations, also designing & implementing training for staff accountants & assistant case managers

•Represented taxpayers before taxing agencies, negotiating installment agreements, levy releases, stays on collections, & audit representation•Preparation of Forms 656 and 433 series for tax resolution cases•Advised small business owners on establishing payroll, coordinating with third-party companies to deliver their reporting needs•Entrusted with confidential internal employee & business information, such as payroll recordkeeping•Worked directly with upper management on preparation of internal financial statements used to make executive decisions for the firm•Assisted with establishment of firm-wide organizational systems & procedures, as well as software recommendations for a growing company

•Prepared multiple years of corporate, individual, payroll, & sales/use tax returns as well as Forms 656 and 433 series for tax resolution cases•Assisted case managers with tax research, correspondence, and client contact•Entrusted with confidential internal employee & business information, such as payroll recordkeeping•Worked directly with upper management on preparation of internal financial statements used to make executive decisions for the firm

•Worked on preparation of multiple types of tax returns including C-corp, S-corp, partnership, individual, and trust•Performed tax code research, prepared tax estimates, and tax analysis•Participated in Recruitment Committee during my time there

•Assisted CPA in auditing governmental units across the state of Michigan such as townships, villages, and cities•Helped to organize and prepare financial statements•Managed workload of team members; delegating tasks and organizing workflow to maintain efficiency and meet deadlines