RDM Associates is an accounting out-source firm. I am responsible for the coordination and review of the daily general ledger activity, cash flow and bill pay, billing tasks and deadlines with internal data entry staff and the client for a local non-profit with gross revenues in excess of $10 million. Communicate with client re all aspects of program contracts, grants and planning. Prepare finance committee reports and analysis, compare budgets and forecasts.

Responsible for day to day accounting and bookkeeping for a private K-8th grade school, including Accounts Receivable, Accounts Payable, Payroll, and Income Tax Reporting.Worked directly with owner regarding all financial and banking decisions.In charge of 4 business entities related to the operation of the school.Ran the school's annual fundraising event including Auction planning and budgeting. Ran the scholarship application and award process from the proceeds of the annual fundraising event.

Review Individual Income Tax Returns.Oversee and train seasonal tax return preparers.Communicate with Partners & Associates re tax return issues.

Maintained direct contact with clients in order to design and implement holistic planning steps in order to assist them achieve their long-term financial goals.Worked directly with new and younger staff to review and coach them with the holistic planning process. Responsible for generating new client prospects.

Gained exposure to holistic financial planning, which includes investment consulting, portfolio construction, estate planning, insurance consulting, and tax planning.Continued to learn the importance of strong client service by helping client's devise a comprehensive, customized wealth management plan which will encompass their risk tolerance, expected returns, time horizon, and individual preferences for long-term financial well being.Strengthened organization and communication skills by working closely with relationship managers, senior planners, and clients, managing several high net worth clients' portfolios, and working together as a team to provide strong client service.Reviewed federal and state income tax returns for individuals including trust and gift tax returns.

Prepared and reviewed federal and state tax returns for corporations, S-corporations, partnerships, and specializing in high net worth individuals.Manage multiple client engagements, up to 60 clients at any one time, and varying engagement teams throughout the year to ensure that all deadlines are met and planning opportunities are identified and implemented.Supervise/oversee daily activities of tax team members consisting of staff accountants, while training and developing staff skillsSupervise all phases and aspects of tax services, including tax compliance and consulting, for privately-held companies in diverse industries, including most particularly self-employed clients and rental real estate operations.

Review individual and business tax returns prepared by staff accountants, represent clients under audit before the IRS, and coach clients with bookkeeping and cash management. Assist with office management decisions, planning & hiring of new employees, as well as meet with prospective and new clients.

Review individual and business tax returns prepared by staff accountants, represent clients under audit before the IRS, and coach clients with bookkeeping and cash management. Assist with office management decisions, planning & hiring of new employees, as well as meet with prospective and new clients.

Prepare tax returns and tax planning for Individuals and all types of business entities including bookkeeping and payroll services. Worked full time while obtaining master's degree.

Prepare tax returns and tax planning for Individuals and all types of business entities including bookkeeping and payroll services. Worked full time while obtaining master's degree.