Experienced tax adviser at a large local accounting firm working in a strong team environment to provide high quality public accounting services to a diverse client base.• Represented and advocated for taxpayers in the IRS's Offshore Voluntary Disclosure Program (OVDP).• Advised individuals on compliance matters with respect to Foreign Bank Account Reporting (FBAR) and Foreign Account Tax Compliance Act (FATCA).• Reviewed and amended tax returns for international clients that included Controlled Foreign Corporations (Form 5471), Foreign Partnerships (Form 8865), Foreign Disregarded Entities (8858), Passive Foreign Investment Companies (Form 8621), Foreign Tax Credits (Form 1116), Foreign Earned Income Exclusions (Form 2555), and other international information returns.• Researched complex tax issues, developed tax planning strategies, and wrote formal reports.• Assisted clients with IRS/tax dispute resolution by representing them in cases of tax penalties, preparing powers of attorney, meeting with tax authorities in person and by phone, expanding and registering to do business in new jurisdictions, and facilitating IRS/tax examinations.• Created large MS Excel projects for corporate reorganizations, family gift & estate planning, tax prep templates, internal quality control monitoring, IRS/tax compliance & disclosures, tax basis balance sheets, and client communications.• Monitored legislative and judicial tax law developments such as the new Net Investment Income Tax, trained team members on updated compliance issues, and communicated the impact to clients.• Worked in a strong team environment to develop new business, recruit and train talented new members, manage staff and interns, teach continuing education classes to all professionals, improve internal business processes, and contribute to the charitable mission of the Bennett Thrasher Foundation.

Provided financial expertise within a senior level position, managing client relationships, developing new business strategies, acquiring key clients, and cultivating corporate growth.• Supervised staff and interns in their duties, assignments, and special projects, recruiting appropriatecandidates and mentoring for achievement.• Trained staff and interns in the preparation of tax returns, amended filings, and IRS communication.• Accurately prepared tax returns for businesses, individuals, non-profits, trusts, and estates, consistently focusing on large closely-held businesses with complex multi-state and/or international operations.• Prepared and sent monthly, quarterly and annual estimated tax payments to businesses and individuals.• Demonstrated expertise within a range of industry specialties, including international, financial services, professional services, real estate, healthcare, technology, and manufacturing.• Provided essential advice to clients regarding entity formation and the filing of all applicable forms.• Interacted directly with CEOs, CFOs and directors of finance within local, regional, domestic, andinternational corporations and foundations.• Created templates and workpapers utilized throughout the tax department to streamline paperlessprocesses for a multitude of filing requirements.• Engaged in IRS dispute resolution and negotiation, providing litigation support and offering advice to help clients settle outstanding tax liabilities.• Crafted informational tax research documents to provide clients with direction and guidance on large transactions, tax strategies, and SALT issues.• Assisted key clients with international reporting requirements for FBAR, FATCA, TD F 90-22.1, 5471, 5472, and associated forms.• Teamed with audit personnel on inventory observations, ASC 740 tax provisions, RIA surprise exams, tax credit studies, IFRS reporting, due diligence, fieldwork, reviews, and compilations.

Internship working in the tax and audit departments on projects of varying scope and complexity, such as tax returns, tax research, IRS compliance, multi-state depreciation schedules, and MS Excel spreadsheets• Prepared tax returns and financial statements for clients ranging from individuals to corporations• Worked on large audit projects for local government bodies and tax-free organizations• Learned to use tax software: ProSystems fx, Doc.It, Asset Keeper, and CCH & RIA• Shadowed the Vice President during meeting with clients and business valuation projects