- Drafted and implemented a robust data security plan in accordance with Federal Trade Commission guidelines, bolstering the protection of sensitive information and mitigating potential risks.- Spearheaded the continuation of key initiatives from the prior firm, ensuring seamless integration and ongoing success in optimizing tax credits.- Rolled out process and procedures to implement the Missouri Pass-Through Entity (PTE) tax credit, optimizing benefits for the firm and ensuring compliance.- Oversaw the preparation and filing of tax returns, ensuring accuracy and timeliness in compliance efforts.- Conducted regular reviews of tax policies and procedures, identifying areas for improvement and implementing solutions to enhance efficiency and effectiveness.- Mentored and coached tax team members, fostering professional growth and development within the department.

- Nominated to represent the entire state of Missouri in Washington DC, serving as a liaison between state tax authorities and IRS top executives, fostering collaboration and communication on critical tax-related initiatives.- Authored over 10 articles for the state CPA tax practitioners, providing valuable insights and expertise on tax matters, and conducted interviews with publications such as the Post Dispatch, contributing to thought leadership within the industry.- Recognized as one of the top 10 CPAs voted by St. Louis Business Monthly, highlighting exemplary contributions to the field of taxation and professional excellence within the St. Louis business community.- Directed tax planning and compliance efforts, ensuring adherence to regulatory requirements and maximizing financial efficiency.- Offered expert guidance on intricate tax matters, including mergers, acquisitions, and restructuring activities, leveraging extensive knowledge of tax laws and regulations.- Managed the preparation and review of tax returns for individuals, businesses, and other entities, ensuring adherence to applicable laws and regulations.- Fostered and maintained client relationships, serving as a trusted advisor on all tax-related matters and bolstering client satisfaction and retention.- Guided and mentored a team of tax professionals, offering support to nurture their professional growth and development.- Directed the tax planning, compliance, and strategy for the firm's 10 largest clients, aligning their tax approaches with business objectives.- Undertook responsibility for specialized research projects necessitating advanced expertise, delivering innovative solutions and insights that set the firm apart.- Championed the implementation of the Interest Charge Domestic International Sales Corporation (IC-DISC) for clients exporting US goods, maximizing tax benefits and facilitating international trade initiatives.

- Coordinated seminars and provided tax updates as part of ongoing continuing education initiatives, ensuring the tax department remained abreast of the latest developments and best practices in the field.- Developed and executed comprehensive tax training programs to enhance the skills and knowledge of team members, fostering professional growth and expertise within the tax department.- Acted as a subject matter expert on complex tax matters, providing guidance and support to team members and other departments within the organization.- Collaborated closely with cross-functional teams to ensure alignment of tax strategies with broader business objectives and regulatory requirements.- Leveraged strong analytical and problem-solving skills to identify tax planning opportunities and mitigate potential risks for the organization.- Cultivated and maintained relationships with external stakeholders, including tax authorities, auditors, and legal counsel, to facilitate effective communication and collaboration on tax-related matters.

- Reviewed individual, trust, and non-profit tax returns for accuracy and compliance.- Provided expert guidance on complex tax matters for clients and team members.- Streamlined processes for efficient preparation and review of tax returns.- Developed tailored tax strategies to minimize liabilities and maximize savings for clients.- Stayed updated on changes in tax laws impacting individual, trust, and non-profit taxation.

- Conducted tax research and analysis, ensuring compliance and optimization.- Prepared and reviewed complex tax returns for various entities.- Advised clients on tax planning strategies, including estate and retirement planning.- Assisted with tax audits and inquiries, representing clients as needed.- Collaborated with teams to enhance tax department efficiency.- Mentored and trained junior staff on tax principles and software.- Stayed updated on tax laws and regulations, communicating implications.- Built and maintained strong client relationships as a trusted advisor.

- Prepared tax returns for individuals, corporations, and partnerships, ensuring compliance with regulations.- Conducted financial statement audits for clients, analyzing records for accuracy.- Advised clients on tax planning strategies to minimize liabilities and maximize savings.

- Analyzed and measured business interruption losses and property value claims for clients, providing accurate assessments of financial impact.- Conducted thorough investigations and assessments of claims, identifying key factors and determining coverage eligibility.- Utilized analytical tools and methodologies to quantify and validate business interruption losses and property value claims accurately.

- Assisted in housing and urban development audits, ensuring regulatory compliance.- Prepared financial statements and reports, offering insights to improve financial performance.- Collaborated with teams to gather and analyze financial data for audits and tax assessments.