Oversee the daily operations of Trust Services Group

As our client, the needs of your business are our priority. We dedicate ourselves to learning about your industry, your company and the nuances of your operations and personnel. From returning calls promptly to taking on board your questions and concerns, we seek to build a long-lasting, trusted relationship with you. As a mid-sized firm, we are proud to have a close and positive corporate culture. One indication of the success of our approach is our high retention and low turnover… Show more As our client, the needs of your business are our priority. We dedicate ourselves to learning about your industry, your company and the nuances of your operations and personnel. From returning calls promptly to taking on board your questions and concerns, we seek to build a long-lasting, trusted relationship with you. As a mid-sized firm, we are proud to have a close and positive corporate culture. One indication of the success of our approach is our high retention and low turnover rates. What this means for you is a continuity of service, excellence and reliability, and the building of a personal relationship that grows with your business. That’s the heart and soul of Hood & Strong LLP.As a Tax Manager in Exempt Organizations I oversee the preparation of tax and information reporting for exempt organizations. This includes managing the process of client deliverables and ensuring excellent client satisfaction. Show less

Responsible for multiple client engagements with mid to large sized banks and financial institution clients providing high volume fiduciary compliance services. Responsibilities include contract development and negotiation, transition planning and implementation, resource management, training, and overall client satisfaction.Serves as the primary client contact for tax technical consultations, oversee preparation and timely filing of the Federal and state tax forms required for trusts,… Show more Responsible for multiple client engagements with mid to large sized banks and financial institution clients providing high volume fiduciary compliance services. Responsibilities include contract development and negotiation, transition planning and implementation, resource management, training, and overall client satisfaction.Serves as the primary client contact for tax technical consultations, oversee preparation and timely filing of the Federal and state tax forms required for trusts, private foundations, charitable and exempt organizations, non-resident aliens (NRA), and individuals. Serves to facilitate successful abatement of penalties imposed by the IRS and/or state taxing authorities. Show less

Responsible for trust account management and overseeing the preparation of over 900 tax returns for Wells Fargo Bank's trust account holders. Responsibilities included detailed reviews of trust documents and analysis of financial data for high net worth clients to ensure appropriate account set-up and compliance with required tax filings.

Responsible for providing service solutions to clients' needs ensuring a high level of client service and satisfaction.