· Successfully managed a team of accounting professionals through day-to-day business requirements as well as quarter ends and year-end audits· Managed banking relationships and bank reporting requirements established in the loan agreements· Managed the implementation of accounts payable system to help speed up the process of entering payables and eliminating double work on the team· Created quarterly and year-end investor letters as well as other investor relations documents · Worked directly with the CFO and President to negotiate the sale of an underlying fund property with a CMBS loan servicer· Worked on special projects including sale proformas of underlying assets from both an accounting and tax perspective· Updated workpapers to better reconcile quarterly activity and shed light on variances to help the team become more efficient and allow for more analysis· Created cash flow process using pivot tables so that cash forecasting could be more real-time· Managed tax relationships with outside firms including creating documentation and reviewing work product· Worked with directors of finance at holdings to establish criteria related to fixed assets and sales tax matrices· Worked with the team to create and document procedures to create a more cohesive and team approach to quarter and year ends while ensuring that segregation of duties and internal control standards were met· Worked with banks to put best practices such as positive pay into place for over 80 bank accounts· Mentored staff in their current position as well as long-term goals and aspirations through one-on-one meetings and skip levels as well as weekly team meetings

· Successfully coordinated and implemented a 90MM buyback of corporate stock and options· Managed banking relationships with all bankers including negotiating rates and deliverables for our line of credit · Implemented a point of contact with our investors and led the quarterly communications· Worked with outside vendor to implement a sales tax process and system to work with our ERP· Maintained the capitalization table· Coordinated the preparation of corporate tax returns, tax provision, and any applicable memos with outside tax providers· Work closely with R&D tax providers on research and development credit· Monitored tax positions and attributes of the companies to identify opportunities and risks· Implemented a notice tracker within the first 30 days on the job to catalog and clean up old tax notices· Successfully led and negotiated 3 sales tax managed audits for significant savings.

• Manage banking relationship with all of our bankers including negotiating rates and setting up accounts for acquisitions as well as new countries.• Responsible for continuation and conversions on all debt instruments• Responsible for modeling of excess cash positions and debt covenants• Lead team on acquisitions of certain targets including negotiation of deal, due diligence and integration of the acquisitions from a tax and treasury perspective• Work closely with management on two successful changes in private equity owners• Oversee the preparation of all partnership (1065) and corporate tax compliance• Monitors tax positions and attributes of the companies to identify opportunities and risks• Maintain the tax basis balance sheet of entities• Work with management on international tax strategy as it relates to current structure as well as new business development deals• Research on tax reform and the effect to the business, specifically 163(j) interest limitations, bonus depreciation, and 199A • Work with private equity teams on quarterly estimates for partners• Implemented notice tracker for both corporate and managed properties. Reduced penalties and interest paid to taxing authorities• Oversight and negotiation of all federal and state tax notices and audit matters for both corporate and managed assets• Responsible for corporate sales and use tax function• Responsible for education of regional controller group on sales and use tax matters

• Managed accounting for all federal and state income taxes• Managed the staff at the Corporate headquarters and the tax personnel at all of its subsidiaries• Responsible for implementation of provision process improvement using OneSource Tax Provision• Implemented key improvement imitative over process for preparation of federal and state returns, as well as the company’s transfer pricing initiative• Oversight and negotiation of all federal and state tax review and audit matters• Performed tax research on a variety of important matters to ensure effective application of governing rules and regulations• Worked closely with other key management executives on special projects• Involved with all acquisitions and committee proposals• Preparation of all tax related matters for the company’s SEC filings: 10Ks and 10Qs• In charge of drafting and reviewing tax memos and all related documentation• Accountable for tax internal controls documentation and processes, ensuring compliance with Sarbanes-Oxley• Management of net operating losses and other tax attributes to preserve permanent tax earnings benefits

• Responsible for review of a wide variety of tax returns: partnerships, S-corporations, corporations, complex individuals, trust, private foundations• Met with clients to discuss tax and estate planning strategies• Oversight of on-time project delivery as well as engagement economics• Review and analysis of income tax provisions for SEC and non-SEC clients in a variety of industries• Recruit and retain top-tier accounting students and professional candidates• Effective in building successful client relationships with their executive team and conducted critical conversations• Developed and mentored a large team of newer staff members and inters• Served as the University of Arizona Tax Recruiting Leader as well as the Great Place to Work Committee Chair

Tax

• Supervisory responsibility for preparation and review of complex individual, trust, private foundations, partnership, corporations and S-corporation tax returns• Responsible for tax and estate planning. • Charged with management of project delivery and engagement economics• In charge of training for new hires and interns on software systems and tax preparation methodologies

• Supervisory responsibility for preparation and review of complex individual, trust, partnership, and S-corporation tax returns• Responsible for tax and estate planning• Management of real estate investment partnerships. • In charge of training for new hires and interns on the company’s software systems and tax preparation methodologies• Key member of the tax information technology roundtable• Involvement in the sale negotiations of various real estate partnership investments• Charged with management of project delivery and engagement economics• Creation, implementation, and management of database for real estate partnership investments

Personal Financial Services Group - Servicing high net worth individuals