Tax Senior at Cherry Bekaert (2024-01 – 2025-01)
- Reviewed and prepared federal and multi-state tax returns for partnerships, corporations, and individuals; experienced with C-Corps and ASC 740 tax provisions
- Researched fundamental tax issues using online tools
- Performed other accounting duties needed in engagements as assigned by managers
- Trained and developed staff accountants
- Communicated with managers, partners, and clients nationally using one firm approach
- Obtained CPE credits through firm-based e-learning programs
- Gained feedback from management post-tax season to improve on development areas
Tax & Financial Reporting Accountant at Barbee Tax Consulting (2020-12 – 2022-01)
- Prepared and reviewed forms 4868/ 7004 extension, 1040-ES estimate, 1040 individual, 1065 partnership, 1120 corporation, and 1120-S corporation tax returns
- Analyzed the tax impact and assisted with rolling over a Traditional IRA into a Roth IRA
- Researched and consulted on an IRS audit defense to minimize taxes and penalties
- Documented public meeting minutes for US Census and assisted with providing employee 1095-C's
Tax Intern, Staff I, & Staff II at Ernst & Young (2016-06 – 2019-03)
Financial Services Industry
- Prepared federal and state flow- through entity tax returns and extensions for private equity, hedge, and real estate funds
- Amended state and local business tax returns to apply the net operating loss carryback
- Utilized automated excel programs, participated in team meetings, and attended multi-day training events to improve processes
Tax Intern & Tax Accountant at Daluga Boland & Montgomery (2015-06 – 2017-05)
- Assisted both the CPA and CFA with providing tax and financial services
