Corporate Controller at 240 Tutoring, Inc. (2021-05 – Present)
- Set up systems and responsible for financial operations including accounting, financial statements, budgeting, payroll, tax, accounts payable, accounts receivable, internal controls, month close process
- Led budgeting process and monthly budget reviews with departments
- Reviewed and approved governmental contracts with school district partners
- Responsible for administration of retirement plan including plan changes, compliance, employee requests
- Successfully managed key vendor relationships including payment processor, accountants, financial advisors, R&D credit study, retirement plan
- Oversaw successful purchase of subsidiary and related purchase accounting
Tax Manager at Rehmann (2019-09 – 2021-05)
- Reviewed various corporate, partnership, and individual tax returns from small businesses to large corps
- Prepared and reviewed tax basis financial statements for law firms and medical practices
- Managed staff on engagements and reviewed work for quality and accuracy
Tax Analyst at Dominos Pizza LLC (2017-07 – 2019-09)
- Converted tax department workpapers from paper copies to digital storage
- Prepared federal and multi-state income and franchise tax returns, including apportionment schedules, state modifications, and supporting workpapers
- Prepared the quarterly and annual ASC 740 income tax provision, including deferred tax roll-forwards, effective tax rate reconciliation, and return-to-provision true-ups
- Assisted with international reporting related to master franchise royalties, withholding taxes, and treaty positions
- Worked across multiple departments (accounting, treasury, legal) to determine tax impacts of certain business initiatives
Senior Tax Associate; Tax Staff Associate; Tax Intern at Rehmann (2012-01 – 2017-07)
- Prepared and reviewed various corporate, partnership, and individual tax returns from small businesses to large corps
- Experience with international filings including Forms 5471, 5472, 8858, FBAR’s
- Prepared multi-state corporate tax returns including nexus, depreciation adjustments, extensions, and estimates
- Experience with ASC 740 tax provision preparation
- Correspondence with IRS and state tax authorities
- Learned and applied multiple software programs in a short period of time
- Researched various tax related issues
- Presented at MICPA International Tax Workshop conference and various firm-wide webinars
Staff Accountant/Bookkeeper at Jade Equity Investments, L.L.C. (2009-08 – 2011-06)
- Provided accounting/bookkeeping services for a diverse set of industries: family trust, information technology, construction, golf country club, land holding companies, not-for-profit foundations, CRUTs
- Assisted in preparing monthly and year-end financial statements for tax returns
- Calculated and prepared monthly Transaction Privilege Tax Returns
- Managed billable hours and accounts receivable for IT company
- Reconciled monthly bank statements to accounting systems
