• Primarily review and prepare personal (1040), partnership (1065), corporate (1120/1120s), fiduciary (1041), and gift tax (990) income tax returns and corresponding white papers (federal and multi-state).• Extensive Excel modeling used to project taxable income for quarterly estimated and extension payments.• Respond to IRS and state tax notices.• Actively communicate and support family office clientele across the United States.• Continuously train and mentor direct reports.

Independently founded local tax firm focused on small business tax preparation, tax advice and planning, and consulting:• Successfully filed 800+ s-corporation, c-corporation, partnership, trust, non-profit, and complex personal federal and state income tax returns • Actively manage 150+ small business clients nationwide, providing tax and related value-added services (advisement of federal tax liability, tax avoidance strategies, tax deferral strategies, small business start-up advice, and personal finance guidance)• Achieved average annual revenue growth of 58% (2014-2020)• Delivered 99.6% of all client tax returns before the required federal and state deadlines• Audit, review, and analyze small business financial statements (income statements, balance sheets, and depreciation schedules) using Microsoft Excel and Intuit QuickBooks• Experience in establishing and operating a small business to include forecasting, budgeting, cost control procedures.

Initiated tax career with a global consumer tax service provider with core responsibilities being tax preparation and tax advice:• Successfully filed 200+ small business and personal tax returns • Earned Enrolled Agent license (2014) which allows for unlimited representation of taxpayers before the IRS

Promoted to principal analyst responsible for the financial aspects of a $36 million cyber security business unit which included the financial oversight of multiple government defense contracts:• Managed, mentored, and developed 8 direct reports responsible for daily financial program planning and control operations for a 100+ person business unit • Produced and delivered comprehensive financial reports and analysis (short and long term forecasts, monthly and annual variance analysis, indirect cost analysis, key financial metrics, and operational recommendations) to directors to support corporate-level decision making • Responsible for all existing and new project pricing proposals for entire business unit; achieved 60%+ award rate

Supervised a small team responsible for multiple financial aspects of a $150 million government contract including pricing, budgeting, reporting, analysis, and forecasting:• Collaborated with up to 6 project managers, 2 program managers, and 1 director at a time to maintain project: scope, schedule, financial baselines, completion estimates, forecasts, trend analysis and customer reporting• 2 years of experience in pricing, budgeting, and financially managing up to 60 portfolio projects at a time• Generated 23 monthly project portfolio budgets; maintained +/- 2% forecast accuracy• Significant training and implementation of Lean Six Sigma process improvement measures which included completion of comprehensive Lean Six Sigma Green Belt project which streamlined business unit’s financial reporting process by reducing redundancy