Review Tax Returns and Provide Tax Planning for PwC Partners

Oversee the review of tax compliance filings for individuals, private corporations, and partnerships, including international firms, ranging from $1M to several hundred million dollars. Supervise a staff of 5 and coordinate special project teams. Carry out preparation and review of tax provisions for audit reports. Investigate and resolve complex issues. Provide clients with recommendations to improve tax status. • Brought in more than $100,000 of recurring revenue and increased business with existing accounts.• Supported more than 300 accounts and maintained 100% on-time delivery of projects.• Saved clients hundreds of thousands of dollars by leveraging specialists to identify tax savings.• Prepared and delivered webinars and other educational presentations for clients and staff.

Review clients’ financial information, preparing general ledger entries for periodic local, state and federal tax filings and financial statements. Prepare, Review, and Sign adjustments, reports, and tax forms based on prevailing requirements and regulations. Provide tax consulting for high net worth individuals, local companies and non-profit agencies. Meet schedules and deadlines.◊ Analyze information to determine accurate depreciation and amortization entries. ◊ Maintain close working relationships with individual clients, as well as executives and key financial staff in closely held companies, ranging in size in gross revenue. ◊ Develop proficiency for tax work with local non-profit agencies, staying current with recent tax code changes and filing requirements.◊ Prepare property and payroll tax returns.◊ Extensive QuickBooks knowledge.◊ Developed and proposed new business for the firm.

Reviewed clients’ financial information, preparing general ledger entries for periodic local, state and federal tax filings and financial statements. Prepared adjustments, reports, and tax forms based on prevailing requirements and regulations. Provided tax consulting for high net worth individuals, local companies and non-profit agencies. Meet schedules and deadlines, often under high stress situations. Mentor new tax associates and interns.◊ Analyzed information to determine accurate depreciation and amortization entries. ◊ Maintain close working relationships with individual clients (to $50 million in assets), as well as executives and key financial staff in closely held companies, ranging in size from “Mom & Pop” to $80 million in gross revenue. ◊ Developed proficiency for tax work with local non-profit agencies, staying current with recent tax code changes and filing requirements. ◊ Created process adopted internally (Smith & Howard) for uniform recording of tax entries, and related notations.◊ Developed and proposed new business for the firm.

Functioned as key executive and administrative support to Managing Partner. Maintained detailed information for all bankruptcy proceedings. Ensured all files were complete with required documentation and prepared for upcoming proceedings. Received, recorded and processed payments.◊ Scheduled 50-75 cases a month, ensuring necessary information was on the docket.◊ Served as liaison between firm, major clients, and large banks.