Samuel Lee, Cpa Email and Phone Number
Strategic and analytical Senior Business Executive with proven track record of management leadership across the financial services and technology industries. Currently serve as Chief Financial Officer of Rhea Space Activity, an aerospace- and defense-focused startup. Comprehensive experience with a decade in corporate finance, wealth management, public accounting, and federal taxation spanning several industry sectors including technology, real estate, consumer/retail, e-commerce, insurance, hospitality, not-for-profit, and government contracting. Keen understanding of all aspects of successful enterprise growth, including general management, finance, operations, sales and marketing, human capital management, and contract negotiations. Skilled in opportunity identification, value creation, strategic planning, risk mitigation, restructuring, and corporate formation. Effective in the recruitment, training, and supervision of high-performance teams to meet strategic business and financial goals. Experienced in the coordination of the essential functions of a company while cultivating a creative and inclusive team culture to attract and retain quality people. Reputation for strong analytical skills, conceptual problem solving, and collaborative leadership. Member of the American Institute of Certified Public Accountants (AICPA), Nevada Society of Certified Public Accountants (NVCPA), and Greater Washington Society of CPAs (GWSCPA).
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Chief Financial OfficerRhea Space Activity Oct 2022 - PresentWashington, Dc, UsRSA is an astrophysics start-up in the science and technology industry working on innovative R&D concepts to support national security objectives for the U.S. and its allies. -
Founder And Managing MemberSl Consulting Aug 2018 - Dec 2022SL Consulting is a CPA and management consulting firm specializing in tax, accounting, management advisory, and outsourced CFO services.• Bootstrapped firm to over 100 clients spanning engagements in tax preparation, accounting, CFO services, businessconsultations, entity structuring, business formation, corporate governance, and financial statement analysis / preparation.• Built relationships with startup and small business communities to secure clients and help them better assess strategic alternatives. -
Tax ManagerHaynie & Company Dec 2019 - Jul 2022Salt Lake City, Utah, UsHaynie & Company is a full-service CPA firm offering tax, audit, accounting, and management advisory services nationwide. The firm recently reached top 100 status, ranking as the #3 fastest growing firm in 2021. • Oversaw an accounting team responsible for preparing and reviewing complex multi-state tax returns and managing engagements, project timeline, and execution spanning client tax, accounting, & management advisory.• Generated hundreds of thousands of incremental business via new relationships with third-party intermediaries. -
Tax ManagerBusiness Tax Solutions 2015 - 2019Las Vegas, UsBTS is a full-service CPA firm providing comprehensive tax, accounting, and consulting services to clients in all 50 states. Promoted to Tax Manger in 2018 from Staff Tax Accountant.• Reviewed and analyzed hundreds of income tax returns and client-prepared financials to offer tailored recommendations, prepared correspondence to federal & local tax authorities, and necessary accounting oversight to clients across industries in all 50 states.• Forged relationships with new clients, bringing in new business while maintaining the highest client-renewal rate at the firm; met with clients for consultations, tax planning, and oversaw project management of all engagements.• Earned designation as lead researcher for complex tax matters; assisted on all legal & regulatory matters on behalf of clients.• Assisted with integration and tech support for transition from Intuit Proseries to Thompson Reuters UltraTax. -
Project ManagerP2K Labs Mar 2017 - Sep 2017P2k Labs is a digital agency offering clients go-to-market services such as marketing, branding, design, and web development. • Managed internal and external cross-functional teams overseeing graphic design, web development, and software engineering, copywriting, and financial analysis.
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Investor & Agent Liaison, Account ManagerProvident Trust Group, An Ascensus Company 2013 - 2015Las Vegas, Nevada, UsProvident Trust Group is an IRA custodian specializing in alternative asset custody with superior technology and customer service. • Served as point person for investors and agent groups; prepared and reviewed legal contracts, operations reports, welcome letters, and purchase agreements.
Samuel Lee, Cpa Education Details
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University Of Nevada-Las VegasAccounting
Frequently Asked Questions about Samuel Lee, Cpa
What company does Samuel Lee, Cpa work for?
Samuel Lee, Cpa works for Rhea Space Activity
What is Samuel Lee, Cpa's role at the current company?
Samuel Lee, Cpa's current role is Chief Financial Officer at Rhea Space Activity.
What schools did Samuel Lee, Cpa attend?
Samuel Lee, Cpa attended University Of Nevada-Las Vegas.
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