Assist in all things tax, including tax preparation, agency correspondence, tax compliance, tax planning, tax and business consulting, financial record keeping, and tax research. My role is focused on reviewing tax returns prepared by staff and training and helping to create efficiencies and consistency in tax preparation across the team.

Prepared tax returns, business and personal, for clients. Worked with clients to help them make informed and prudent tax decisions through tax planning, assistance with tax compliance, bookkeeping, tax research, and other business financial needs. Conducted business training and other consulting for clients.

As a senior tax associate, or "subject matter expert," I have assisted in the design and development of software tools, including tax preparation software, for accountants and other tax specialists. My work has required extensive research into tax law and IRS and other state agency forms and instructions as as well as a comprehensive understanding of tax principles and rules. I have specialized in issues related to individual and pass-through taxation, including basis/at-risk/passive loss limitations, rental and vacation home activities, multi-state apportionment and allocation of income, depreciation, and partnership special allocations. As a technical architect, additional responsibilities have included crafting technical solutions to especially complex tax calculations and scenarios, coordinating with engineering teams to prioritize the creation of development tools, providing feedback related to UI design and customer experience with our software, and training accountants in technical and tax matters.As opposed to simply preparing 1040, 1065, and 1120S tax returns, I have had the opportunity to actually build these returns from the ground up. This experience has given me a unique insight into the mechanics of tax forms and the way in which these forms break down tax law and regulations as well as a stronger understanding of the expectations and requirements of the tax agencies receiving these filings.

Offer various tax services to clients, including bookkeeping, payroll, tax planning, preparation of individual and small business tax returns and other compliance tax filings, and representation or consultation through IRS or state agency correspondence issues.

Income tax preparation for individuals and entities, including partnerships, S corporations, and trusts; Tax planning and analysis, including preparation of tax projections for estimated tax payments and year-end tax planning strategies; Reviews of client financials and books, including tax adjustments in preparation for tax filings; QuickBooks services; Agency correspondence (IRS and state) and audit representation.

Prepared personal and business tax returns for clients who are starting up new businesses or looking to grow existing businesses in various industries, including e-commerce, real estate, and investment trading.

Prepared personal tax returns for clients using Taxware. Performed data entry and bank reconciliations for clients in QuickBooks. Advised management in technological and organizational matters.

Responsible for the creation and maintenance of tools and software in support of sales operations. Administrator for NetSuite, the company CRM. Involved in developing dashboards and reports to meet the business intelligence needs of the organization. Primary development within the NetSuite framework and with SSRS using languages including JavaScript and SQL.

Software integration and configuration management of legacy code. Data and performance analysis for radar systems and signal processing models and algorithms

Involved in algorithm development, baseline code generation, software maintenance and test, and the creation of tools to analyze data and performance. Worked with radar and image processing algorithms to form imagery and other intelligence products and regulary utilized MATLAB, FORTRAN, C, and other programming and scripting languages.

Worked in design and test for home automation and lighting system components including prototyping, debugging, and repair. Developed strong soldering and test equipment skills and gained exposure to engineering design.