Duff & Phelps rebranded as Kroll

Assist in identifying business incentives at the federal, state and local levels that may facilitate our clients' growth and investment initiatives, including capital investments, location-specific benefits, operational costs, financing and human resource solutions. Creating and executing negotiating strategies on behalf of clients seeking credits and grants for projects throughout the United States. Directing staff as necessary in research, analysis and report preparation, application writing and other relevant tasks. Presenting client projects to government officials and leading discussions with clients regarding relevant incentives programs and the process involved in qualifying for the available incentives. Preparing and presenting proposals and qualifications to prospective clients.Preparing and presenting comprehensive reports regarding the potential financial incentives available, given the client's facts.

Senior Associate in the State and Local Tax Group specializing in Sales and Use, Indirect and VAT tax. Conduct Reverse Audits, Audit Defense for our clients. Perform Single Rate Analysis Projects. Represent clients on Property Tax audits. Assist with CAT tax refund claims.

Manage the day to day accounting, payroll, financial and reporting functions of 70 small business clients. Prepare all Federal, State and Local Corporate, Partnership and Individual tax returns. Train, supervise and evaluate staff accountants. Assist President in tax advice and counsel for our clients. Represent our clients and negotiate with Tax Reporting agencies to reduce and minimize assessments.

Conducted office, field and citation audits of corporations and partnerships doing business in the State of Ohio.