Marcum was acquired by CBIZ November 1, 2024-Tax return review for variety of exempt organizations, including trade associations and professional leagues, education and advocacy groups, social welfare organizations, and private foundations-Advisory work on multitude of issues impacting exempt organizations including compensation and benefits, governance structure and policies, related entity structure, unrelated business income activities-Staff development for numerous lower-level colleagues and offshore teams-Leadership team for nonprofit tax group out of Washington-Presentations and articles on variety of exempt org tax topics, including multiple spots at the Greater Washington Society of CPAs (GWSCPA)

-Tax return review for variety of exempt organizations, including trade associations and professional leagues, education and advocacy groups, social welfare organizations, and private foundations-Advisory work on multitude of issues impacting exempt organizations including compensation and benefits, governance structure and policies, related entity structure, unrelated business income activities-Staff development for numerous lower-level colleagues and offshore teams-Leadership team for nonprofit tax group out of Washington-Presentations and articles on variety of exempt org tax topics, including multiple spots at the Greater Washington Society of CPAs (GWSCPA)

-Tax return review for variety of exempt organizations, including trade associations and professional leagues, education and advocacy groups, social welfare organizations, and private foundations-Advisory work on multitude of issues impacting exempt organizations including compensation and benefits, governance structure and policies, related entity structure, unrelated business income activities-Presentations and articles on variety of exempt org tax topics, including multiple spots at the Greater Washington Society of CPAs (GWSCPA)

-Review of nonprofit tax returns for a variety of entities, including national trade groups, education and advocacy groups, social welfare organizations, and private foundations-Unrelated business income tax issues and preparation-Advisory work on variety of issues impacting exempt organizations including compensation and benefits, governance, related entity structure, unrelated business income activities-Articles published to a national audience of nonprofit and finance professionals-Change management team (3 members) in charge of designing entirely new tax process and bringing international team members on-board-Presentations on variety of exempt organization topics to small groups and to GWSCPA Nonprofit Symposium attendees for multiple years

Prepare corporate, partnership, not-for-profit, personal property, and individual tax returns. Help develop exempt organization paperless procedures and workpapers for tax department. Perform in-depth research of accounting issues with a focus on exempt organizations. Involved with campus recruiting at multiple schools.

- Accrued royalties and prepared payments for various suppliers at Delphi E&S-Special issues research in a variety of areas (leases, contingencies, etc.)-conducted internal audit of fixed assets in Kokomo, IN location