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