• Provide tax compliance and advisory services for high net worth families, including their trusts, closely held businesses, and private foundations.• Develop tax strategies for estate, gift, and trust planning to optimize client's financial goals.• Implement philanthropic planning initiatives to maximize tax benefits and charitable impact.

External auditing for local municipalities, school boards and various non-profit organizations. The duties range from basic field work to writing audit reports to be reviewed by partners, as well as meeting one-on-one with the clients.

Six years of employment at this job provided the opportunity to improve cash management skills, as well as ample customer service experience. "The customer may not always be right, but we must treat them as though they are."

Performed all accounting functions within the company, including, but not limited to: Accounts Receivable, Accounts Payable, Payroll, Account Reconciliation, Financial Report Compilation, Basic Office Management, Preparing for Insurance Audits, Meeting with Clients to Discuss Billing and Balances. This job provided the opportunity to gain expertise with Microsoft Suite as well as QuickBooks Pro and Premier.