Michael Koenig Email & Phone Number

Burlington, Massachusetts, United States

• Prepare sales and use tax returns using FilePoint or Vertex; total of 3million tax collected per month• Reconcile bank statements, sales, and use tax payable accounts using advanced formulas in excel• Constant communication with clients involving creating new accounts and resolving notices/assessments from tax authorities •Process and verify returns are filed in a timely and efficient manner while working with international team• Prepare compliance process documents for new clients and identify process improvements• Consistently recognized by management for team collaboration ,positive attitude, and strong work ethic

Greater Atlanta Area

• Prepare regular portfolio performance, net worth and research reports for more than 20 client families• Formulate investment plans, analyze research reports, execute trades and monitor asset allocations for client portfolios• Coordinate closely with estate planning lawyers to maximize familial wealth transfer with minimum tax impact• Prepare client tax projections, income tax returns and monitor quarterly payments using services such as BNA and FastTax• Regularly communicate with clients regarding portfolio changes, cash/asset transfers and new investment opportunities

Memphis, Tenn

• Obtained over $650,000 in refunds in sales tax and property tax abatement • Analyze court cases that mirror state tax policy • Interviewed tax revenue auditors in eight states to find tax savings for clients • Designed advanced excel spreadsheet to expedite tax refunds • Applied “cost-recovery” Boolean logic to data-mine invoices containing over payment

Mcdonough, Ga

• Intern for summer of 2014 and 2015 for $400MM manufacturing company• Managed $6.2MM in spare parts inventory for fifteen manufacturing plants • Developed new inventory program to streamline reorder and restocking process • Eliminated redundant inventory items resulting in a cost savings of $82,000

Bachelor’S Degree, Finance, General

Activities and Societies: UGA Red Cross, Chess Club, Knights of Columbus, Kennedy Program

Education record

Activities and Societies: Academic Team, Math Team, GHP 2013, Ambassadors, HOSA, and Beta Club