- Prepares and reviews simple to complex federal and state tax returns for corporations, partnerships, trusts and individuals. Preparing the appropriate K-1s for partnership and corporate tax returns.- Provides clients with tax compliance, research and consulting for corporate, partnership and individual returns.- Initiate and present effective tax planning strategies for a diverse range of business clients.- Research and report on trends and developments concerning complex domestic and international tax issues.- Consult with clients on new entity setups and business planning.- Train new businesses to use accounting software, assist with chart of accounts setups and the use of basic accounting principles to efficiently manage their business to minimize tax liabilities and utilize maximum tax benefits as allowed by IRS codes and regulations.- Responsible for the set up and maintenance of the accounting records for several small to mid-size businesses.- Maintain all journals, subsidiary journals and ledger accounts. Prepare monthly financial reports and statements.- Record assets, leases and expenditures. Maintain the documentation for the inventory system.- Perform monthly bank reconciliations.- Administer and record payroll. File associated employment tax returns with various Federal and state agencies.- Create invoices, track and record customer payments and manage past due accounts receivable.- Prepare reports, forecasts or budgets as required by the clients.- Assist with the business’ year-end tax filings including preparing the necessary information needed for the tax accountant or CPA service.

- Transitioned to Intelligence Ops Technology from Spec Ops Technology after partnership split.- Responsible for full cycle of accounting duties including: preparation of the monthly billings to customers, accounts payable, reconciliations of bank statements for various accounts and ensuring the correct general ledger accounts are debited and credited properly.- Perform monthly analysis of full general ledger: reconciling all balance sheet accounts reviewing for accuracy, preparing adjusting journal entries as needed, and performing general ledger maintenance. Produce monthly financial statements.- In charge of payroll for both domestic and international teams. Adhere to compliance with various tax authorities in multiple countries and U.S. states. Prepare the required payroll tax returns and submit payments on behalf of the company and the employees.- Prepare annual business, tax and employee related filings including W-2's and 1099's.- Ensure compliance with all business taxes, VAT and sales and use tax.

- Responsible for full cycle of accounting duties including: preparation of the monthly billings to customers, accounts payable, reconciliations of bank statements for various accounts and ensuring the correct general ledger accounts are debited and credited properly.- Perform monthly analysis of full general ledger: reconciling all balance sheet accounts reviewing for accuracy, preparing adjusting journal entries as needed, and performing general ledger maintenance. Produce monthly financial statements.- In charge of payroll for both domestic and international teams. Adhere to compliance with various tax authorities in multiple countries and U.S. states. Prepare the required payroll tax returns and submit payments on behalf of the company and the employees.- Prepare annual business, tax and employee related filings including W-2's and 1099's.- Ensure compliance with all business taxes, VAT and sales and use tax.

- Upon unexpected departure of tax department manger, assumed management of the department of a multi-national top 100 law firm.- Calculate and manage the execution of documentation necessary to prepare Federal and State tax returns and K-1's for a 300+ partner law firm.- Supervise and review preparation of multiple state and city sales, business and rent taxes.- Assist in the preparation of the United Kingdom tax return.- Provide expertise to partners, management and other personnel in the interpretation of financial statements, tax regulations and issues and consequences of business decisions.- Prepare and monitor special allocations to partners who have departed the Firm.- Facilitate business operations by preparing tax plans and performing due diligence for a large merger expansion and international demerger.- Research and prepare tax consequences for various issues including: - opening offices in foreign countries - reporting work performed by partners and employees in multiple countries and states- Planned, documented and negotiated several positive outcomes from various federal and state tax authorities including a federal refund of $465,000 back to the Firm.

- Managed the monthly general ledger close and financial reporting process. Consolidated multiple entities with varying currencies, analyzed the entries posted to the general ledger, making adjustments as necessary, and reviewed the financial reporting package that was distributed to the Executive Board and Department Leadership ensuring the reliability, accuracy and high quality of the reports.- Ensured that the preparation of any additional ad hoc reports requested followed the same standards as the monthly financial package and were delivered in a timely manner.- Developed and maintained the integrity of the financial reporting process and financial controls.- Instrumental in the initial development of written procedures for accounting functions and controls. These procedures are currently being used for cross-training throughout the department.- Responsible for the planning and coordination of the yearly audit process.- Worked directly with the CFO and upper management on financial analysis of merger and acquisition candidates and other special projects.- Assisted with tax planning, tax analysis including foreign sourced income calculation and responding to tax questions from the partners and their respective tax advisors.

- Responsible for the monthly closing of the general ledger, consolidation and financial reporting; including the balance sheet, profit and loss statement and supporting schedules for a division of CR Bard that produces more than $265M in sales annually.- Supervised daily sales reporting and monthly reconciliations of net sales. Reviewed monthly net sales packages, new product reports and the gross profit analysis that were distributed to the Corporate Office, Management Board and Internal Managers.- Coordinated and monitored the annual sales budge process; reported and presented the finalized figures to Corporate Finance.- Supervised staff responsible for the analytics and reporting of commercial expenses (selling, marketing, R&D, administration and distribution) and balance sheet accruals. Reviewed the commercial analytics and balance sheet accruals ensuring their accuracy. These final monthly reports were distributed to the Management Board.- Forecasted monthly budget variances for sales, gross profit and selling and distribution expenses.