Senior Audit Manager at LSL CPAS, LLP (2018-01 – 2025-11)
Led ERISA Practice and managed audit engagements with focus on regulatory compliance and audit quality enhancement.
- Led ERISA Practice, developing audit templates and delivering internal CPE training, resulting in improved audit quality and compliance.
- Performed comprehensive initial and secondary partner reviews of ERISA audit engagements, ensuring accuracy and compliance with department standards.
- Provided technical research and support to partners, resolving complex ERISA and GAAP issues.
- Assisted partners with ERISA business development efforts, including networking, meeting with potential clients, and assisting with the preparation of proposals.
- Managed audit and assurance engagements annually for clients in real estate, hospitality, and medical services, consistently delivering projects on time and within budget.
- Successfully managed engagement teams on consulting and agreed upon procedures engagements.
- Spearheaded procedural standardization during firm merger, ensuring seamless adoption of best practices across the department.
- Assisted partners in preparing for and responding to peer review inquiries, helping the firm achieve successful peer review outcomes.
- Supervised, trained, and mentored audit staff and provided regular performance feedback.
Senior Audit Manager at ELLS CPAS & Business Advisors (2002-01 – 2017-12)
Led ERISA Practice, designed training programs and standardized workpaper templates. Managed diverse portfolio of audit engagements across multiple industries.
- Served as the leader of the ERISA Practice, designing internal training programs, and creating standardized workpaper audit templates to strengthen audit quality and compliance.
- Stepped in to perform initial partner-level reviews of ERISA audit engagements to ensure compliance with departmental standards.
- Provided partners with technical research and insights to resolve complex ERISA and GAAP issues.
- Managed a diverse portfolio of audit and assurance engagements in industries such as real estate, hospitality, and medical services.
- Designed standardized audit and assurance workpaper templates, increasing departmental efficiency and uniformity.
- Played a key role in business development through networking, client-facing interactions, and proposal support.
- Led the firm's transition from a paper-based environment to a fully paperless environment.
- Assisted partners with preparation and follow-up for peer review inquiries, supporting strong peer review results.
- Reviewed pension plan recordkeeping and accounting records prepared by in-house staff as part of third-party administration.
Tax Senior at Haskell & White, LLP (1998-08 – 2001-12)
Prepared federal and state tax returns and provided staff training and supervision.
- Prepared federal and state tax returns for individuals, partnerships, and corporations.
- Reviewed staff prepared tax returns and provided clear, constructive feedback to ensure accuracy and compliance.
- Conducted tax research to resolve complex issues encountered during return preparation.
- Designed and implemented a comprehensive training program for new staff, improving onboarding efficiency and technical capability.
