- Managed income tax section of 20 financial statement audits for large privately held and publicly traded financial institutions, including the preparation of deferred tax schedules, tax provision and analysis of income tax accounts to ensure adherence to ASC 740 and FIN 48- Oversaw the preparation of 35 consolidated C-Corporation federal and state filings, half of which filed in 5+ states- Completed compilations and federal filings for holding companies with the Federal Reserve - Reviewed work performed by interns, staff accountants, senior accountants and new managers- Provided tax consulting services for tax free reorganizations under IRC 338(h)(10), 354(a), 358(a) and 368(a)- Researched complex tax topics and provided clients with a comprehensive analysis of how they were impacted and advised on the appropriate tax treatment- Drafted technical articles and assisted the financial services technical committee with the improvement of internal processes and development of new firm standard workpapers - Oversaw the financial services group initiative to utilize India offices for the preparation of tax estimates, tax provisions and tax returns- Supported the Madison office and financial services group with ongoing firm training initiatives - Served as a performance coach to interns, staff accountants and senior accountants, including overseeing productivity, conducting performance assessments and guiding them as their career progressed - Spearheaded the identification and engagement of top prospects for the Wipfli UW Badgers sponsorship, including coordinating VIP game-day experiences in luxury suites to foster relationships and enhance brand visibility - Lead University of Wisconsin-Madison campus recruiting efforts

- Performed financial statement audits for financial institutions and manufacturers, both privately held and publicly traded- Prepared deliverables such as complete sets of financial statements, management representation letters and agreed upon procedures reports- Trained and supervised new engagement team members- Serviced various clients as a trusted business advisor, aiding them in technical accounting and reporting of financial data, as well as implementation and maintenance of internal controls- Coordinated and effectively communicated project progress and any unexpected deviations from original plans or expectations between clients, manager and staff

- Performed detail work of audit engagements under the supervision of senior accountants and managers- Prepared Form 1040, 1065, 1120, and 1120S

- Managed payroll, accounts payable and accounts receivable via QuickBooks and R.O. Writer- Analyzed daily revenues and expenses to formulate a plan for achieving weekly and monthly sales goals- Reconciled bank accounts, credit cards and loan accounts from 2012 to 2014 via QuickBooks- Executed a plan of action for keeping the books organized and how to better manage the human resources side of the business- Aided owner with opening/closing the store, taking care of customers and making daily deposits