TAX MANAGER
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Experienced Tax Manager with 20+ years of progressive experience in corporate tax planning and compliance. Expert in leading tax strategy initiatives, optimizing processes through technology adoption and delivering sustained tax savings and efficiency improvements. Proven leader with a track record of mentoring high-performing teams, navigating complex tax regulations, and collaborating with senior executives to drive organizational valuable, challenging organization.
Willing to relocate: Anywhere. Authorized to work in the US for any employer.
Senior Tax Manager - CPA Firm - Remote, Chicago, IL
(2023-06)
Tax Manager - CPA firm - Remote, Jacksonville, FL
(2021-08 - 2023-06)
Owner/Principal - Clark Accounting & Tax - Fort Mill, SC
(2018-01 - 2023-06)
Own and operate a small seasonal tax firm in my local community. Service individuals within my community in person during tax season.
Senior Tax Accountant - ABA Accountants & Business Advisors - Remote
(2018-09 - 2021-08)
Prepare complex individual and corporate returns. Clients are high net worth service providers, mainly in the field of medicine, dental, and veterinary science. Maintained a client list of roughly 250 clients preparing their corporate, as well as their personal returns, filing some excise and property tax returns, preparing salary schedules for the upcoming year or time period, as well as tax projections towards the end of the year.
I worked with the business advisors to tax plan in order to minimize tax liability for these clients.
Senior Tax Accountant/Manager - Worth Advisors - Charlotte, NC
(2017-10 - 2018-09)
Prepared complex individual and business returns. Client base consisted of mainly professional athletes and sports agents, but also serviced high net worth individuals. Supervised team of staff accountants and admins. Work with clients for tax prep, tax planning and IRS resolution issues. Conduct tax research and obtain continuing education of current tax laws. Worked with financial advisors to project clients' tax liability/planning and give input pertaining to a budget.
Senior Staff Accountant - Updegrove, Combs & McDaniel, PLC - Leesburg, VA
(2015-01 - 2017-12)
Prepared corporate and individual tax returns. Met with clients to discuss tax planning strategies and ways to minimize tax liabilities. Worked with partners to expand accounting and tax knowledge. Maintained client list of 230 clients.
Staff Accountant - O'Donnell & Associates - Middleburg, VA
(2011-01 - 2015-12)
Preparation and review of S -Corporation, C-corporation, and individual tax returns as well as quarterly projections, estimates, and extensions. Conducted tax research for individuals and entities and keep current with tax laws/regulations through continuing education. Prepared financial reports, records and general ledger, as well as analyzing budget factors for CFO.
General bookkeeping for entities including accounts receivable/payable maintenance as well as review of general ledger entries for tax preparation. Extensive experience using Thomson Reuters CS Professional Suite including UltraTax CS, Fixed Assets CS, GOFileRoom and Practice CS, as well as Quickbooks for accounting engagements.
ETF Auditing Supervisor - Bank of New York Melon - Syracuse, NY
(2006-01 - 2011-12)
Maintained federal tax compliance with ETF reporting by working with external auditors. Supervised staff of 10 employees. Communicated with department head regarding any issues/concerns with reporting processes and brainstorming solutions for improvement.
Master's - Accounting and Taxation - SNHU (2017)
Bachelor's - Psychology - University of New Hampshire-Main Campus (1992-08 - 1996-05)
