Manages multiple clients, budgets and production goals.Reviews federal and state tax returns and workpapers for tax-exempt organizations (including Forms 990/990-PF/990-T/8865/5471) and other organizations as needed (including Forms 1040, 1120, 1120-S, and 1041).Leads in the production and editing of client-facing memos and publications.Helps maintain, make decisions about, and provide support for the information technology of the tax department.Coordinates with clients regarding compliance with estimated tax payments, state and foreign filing responsibilities, and public disclosure requirements.

Coordinated with College Tax Refunds, LLC to help clients understand and resolve over 250 client IRS or state tax authority notices.Oversaw all IRS correspondence, appeals, and examinations.Assisted with the review of individual income tax returns (Form 1040).Helped with the implementation of a streamlined/more automated system for responses to common IRS notices.

Prepared workpapers and tax returns for complex investment partnerships (Form 1065), trusts (Form 1041 and 5227, including various CRUTs/CRATs/GST), oil and gas entities (Form 1065, 1120, and 1120-S), and higher net-worth individuals.Performed account analysis, provided adjusting and reversing journal entries to clients, and prepared Form W-2/W-3 and Form 1099-MISC/1096 as needed.Assisted with complex tax research and oral/visual presentations.

Prepared tax returns, related schedules and reports, and organized and maintained tax records for oil and gas partnerships, corporations, and a private foundation.Performed foreign and domestic corporate structure research and analysis.Created intricate oil and gas planning templates to use to determine the tax and AMT effects of elections [Sec 59(e), 280(c), 263(c), Reg 1.612, Sub K, etc.].Prepared and maintained depreciation, state tax, and property tax records.

Assisted instructor with classroom instruction, planning, grading, research, exam preparation, record keeping, and other miscellaneous projects.Created a sophisticated grading program using Excel and VBA.

Incorporated a working knowledge of local, state, and federal tax laws and requirements in personalized client interviews for tax preparation and planning.Prepared over 800 federal and state tax returns for individuals (including Form 1040 series and Schedules C, E, F, etc.).Performed tax research to ensure accuracy and to proactively keep up to date.