• Provide quality in-home guitar, bass guitar, and drum instruction to students of all age groups and backgrounds in the South Bay• Perform all SG&A functions necessary for business operations, including: accounting and bookkeeping, marketing, scheduling students and negotiating contracts with local/regional music academies• Develop curriculum and learning materials for students with different expertise levels and stylistic interests• Guide student songwriters throughout the composition process with an emphasis in music theory

• Review and sign a variety of different income tax return filings for individuals, trusts, C-Corporations, gift and estates, and passthrough entity clients.• Tax planning and consulting services with a focus on equity compensation planning, tax reform modeling, choice of entity and general business tax consulting, gift and estate planning, and state residency transition analysis. • Stay current with rapidly changing Federal and State legislative tax updates to be a resource for my internal stakeholders, as well as an essential business advisor for my clients. This includes staying abreast with proposals and draft legislation, which allows me to proactively communicate potential changes and opportunities to our clients.• Research tax issues to support tax return positions, explore tax planning opportunities and resolve controversies with Federal and State taxing authorities.• Build meaningful long-term client relationships with executive-level management, closely held business owners, and high-net-worth individuals/family groups. The foundation of my client relationships is based on high-quality service delivery, proactively communicating tax minimization strategies and other opportunities, and gathering client feedback throughout the year to further improve our overall client service process.• Career Advisor to multiple associates and seniors on our team, in which I provide coaching, feedback and support to help my advisees’ career development and growth.• Serve as Network Leader for our firm’s Silicon Valley Private Clients team. As Network Leader, I was responsible for leading weekly network meetings, reallocating resources during busy seasons and assigning managers to new engagements based on fit and availability, coordinating technical trainings with different firm service lines, and planning/hosting connectivity events with our team to build camaraderie throughout the COVID pandemic.

• Prepare annual Federal/State income tax returns for various entity types, including all necessary schedules, statements, summaries and work papers• Represent clients in audits with different Federal/State government agencies• Provide tax planning and advisory services to help clients achieve financial goals and limit tax liability• Research relevant tax codes, regulations, court cases and other primary source authorities to help guide and support clients' tax positions• Compile and prepare balance sheets, income statements and other financial statements

•Performed tax audits, investigations, and examinations of employer’s books and records for the purpose of determining status and/or liability under the provisions of the California Unemployment Insurance Code (CUIC)•Advised employers and/or representatives in the application of the CUIC•Prepared for and attended tax hearings to defend the Department's position relating to investigation results •Made detailed analysis of entities, business operations and accounting records, types of services performed and subject status of the services under the CUIC•Wrote detailed reports on audit findings and outcomes based on state law