• Managed financial operations including oversight and completion of annual audits and taxreturns, annual budgets by program and revisions of budgets with up to date tracking ofbudget vs. actuals. Led correspondence with diverse Board of Directors and presentedregular Finance and Audit Committee reports and updates to the board.• Improved accounting systems, controls, and accessibility with automation and easier to usesoftware (QuickBooks online and accounts payable management with bill.com).• Implemented cost savings through streamlined accounting operations, reduced unnecessarycosts, and provided oversight for compliance including insurance certifications required forgovernmental contract projects and secured new required certificates of insurance.• Managed accounts receivable, accounts payable, and grant funded program reporting.• Collaborated and successfully secured a three-year Safe Routes to Schools governmentcontract of over $3 million for TransForm & Alameda County Transportation Commission.

Responsible for advanced tax preparation, research, and tax planning for a variety of non-profits, corporations, individuals, partnerships, trusts, and employee benefit plans. Responsible for preparing various types of non-profit tax returns, including unrelated business income tax returns, and exempt status applications. Full disclosure financial statement preparation of compilation engagements. Provided review of several staff members' projects and work products. I am currently pursuing a Masters of Taxation (Masters of Science in Taxation) with Golden Gate University while working full time.

Provided review and accuracy assurance of tax returns of businesses, trusts, and individuals. Completed complex tax research and summaries of conclusions. Managed and planned financial statement audits and review engagements. Prepared forensic accounting reports, primarily summarizing data in chart format. Responsible for business development and growth of the tax department. Managed and supervised three staff colleagues. Encouraged professional development and growth with critical thinking, discussion, and by sharing info.

Responsible for advanced tax preparation, research, and tax planning for a variety of non-profits, corporations, individuals, partnerships, trusts, and employee benefit plans. Responsible for preparing various types of non-profit tax returns, including unrelated business income tax returns, and exempt status applications. Full disclosure financial statement preparation of compilation engagements. Provided review of several staff members' projects and work products.

Tax preparation, planning, analysis, and research for businesses and individuals. Financial statement preparation of compilations and reviews, litigation support, and forecasting. Industries include retail, construction, medical professionals, and more. Most businesses were small businesses, however I worked on one large business (with more than 10 million of assets) and multi-state businesses (California and Nevada).

Tax preparation, planning, analysis, and research for businesses and individuals. Financial statement preparation of compilations and reviews, business valuations, and forecasting. Industries include retail, construction, medical professionals, service professionals, and more.

Tax preparation for individuals and businesses, financial statement audits for non-profits and local governments (cities and irrigation districts), financial statement compilation preparation, tax research and resolution.