Patrick Blayney Email & Phone Number

United States

• Performed a detailed technical review of partnership, corporate, and individual federal tax returns and reviewing all related work papers.
• Coordinated with client’s tax and finance departments on tax planning and compliance data gathering.
• Researched federal tax legislation to assist in understanding the impact on compliance and consulting.
• Assisted with various tax consulting projects including research and writing projects related to federal tax planning, restructuring, controversy, and accounting for income taxes.
• Assisted with engagement workflow management and supervising tax consultants and interns on assigned engagements.

Iowa City, Iowa Area

• Supervise, schedule and coordinate new student hiring processes. Maintain central email account.
• Responsible for contributing to performance evaluations for student employees, following all HR guidelines and procedures.
• Train, direct and inspect the work of student staff. Provide leadership and serve as a professional role model.
• Communicate effectively with student leads to coordinate student staffing.

Iowa City, Iowa, United States

• The Krause Fund is managed by undergraduate Finance student equity analysts with an endowed equity portfolio.
• Aided in managing a $750,000 equity portfolio through the Tippie college of Business.
• Worked with a technology sector team to complete industry and company research and build robust financial models using discount cash flow, economic profit, and relative valuation models for analysis.
• Presented buy/sell recommendations to the Fund’s Advisory Board.
• Worked with the Krause Fund team to determine final portfolio selections and weightings.

Chicago, Illinois, United States

• Updated and prepared work papers for clients’ financial statements to calculate clients’ tax return information.
• Assisting tax managers and partners in preparing federal and state returns including 1040 individual and 1065 partnership.
• Assisted in preparing tax returns for clients utilizing GoSystems and other professional income tax software with guidance.
• Effectively communicated and collaborated with colleagues to ensure that all tax documentation was collected and reported accurately.

New Lenox Il

• Provided quality customer service to ensure individuals found their requested products
• Quickly learned a variety of accurate information regarding the pricing and specifications of numerous products
• Supervised the training and mentorship of new employees to guarantee their smooth transition
• Recognized by supervisors for excellent customer services and high sales figures which contributed to the success of the company
• Juggled a variety of responsibilities in other departments while short-staffed to ensure the continued function of the company