Tax Manager | CPA | Corporate, Partnership, Individual, Multi-State & International

• CPA tax professional with experience across corporate, partnership, individual, multi-state, and international tax compliance and planning
• Prepares and reviews complex tax returns for C-corporations, S-corporations, partnerships, pass-through entities, and individuals across multiple jurisdictions
• Prepares ASC 740 corporate tax provisions and supports financial statement reporting and audit requirements related to income taxes
• Conducts research on complex tax matters including nexus, apportionment, international tax issues, entity classification, and state filing requirements
• Identifies tax-saving opportunities and develops strategies to optimize tax positions while minimizing compliance risk
• Communicates directly with taxing authorities to resolve notices, compliance issues, and regulatory inquiries
• Leads tax engagements from planning through delivery, serving as a primary client contact and ensuring timely completion of deliverables
• Reviews tax work, coordinates engagement teams, and provides technical guidance and training to junior staff
• Supports business formations, elections, dissolutions, information reporting, sales and use tax filings, and other special tax projects
• Advanced proficiency with tax preparation, compliance, and research software with strong analytical and problem-solving capabilities

Tax Manager | CPA | 10+ Years of Experience

• Certified Public Accountant (CPA) with over a decade of progressive experience in tax strategy, compliance, and advisory services for individuals, partnerships, and corporations.
• Tax Manager with extensive client-facing experience, overseeing engagements, managing complex compliance needs, and delivering customized tax strategies.
• Specialized in ASC 740 and income tax provisions, including preparation and review of tax accruals, uncertain tax positions, and coordination with assurance teams to ensure accuracy in reporting.
• Expert in federal, multi-state, and international tax compliance, including partnerships, trusts, estates, and individual filings, with a strong focus on optimizing client outcomes.
• Proficient in reviewing and resolving complex tax issues, conducting technical research, drafting memos, and advising clients on regulatory implications and business objectives.
• Experienced in managing, mentoring, and training tax teams, providing technical guidance, quality reviews, and professional development feedback to associates and senior associates.
• Demonstrated leadership in client relationship management, serving as the primary contact for tax planning discussions, compliance updates, and strategic financial advisory.
• Bachelor of Science in Accounting Cum Laude),providing a strong foundation in tax regulation, business valuation, and financial analysis.

Tax Manager | CPA | 10+ Years of Experience

• Certified Public Accountant (CPA) with over a decade of progressive experience in tax strategy, compliance, and advisory services for individuals, partnerships, and corporations.
• Tax Manager with extensive client-facing experience, overseeing engagements, managing complex compliance needs, and delivering customized tax strategies.
• Specialized in ASC 740 and income tax provisions, including preparation and review of tax accruals, uncertain tax positions, and coordination with assurance teams to ensure accuracy in reporting.
• Expert in federal, multi-state, and international tax compliance, including partnerships, trusts, estates, and individual filings, with a strong focus on optimizing client outcomes.
• Proficient in reviewing and resolving complex tax issues, conducting technical research, drafting memos, and advising clients on regulatory implications and business objectives.
• Experienced in managing, mentoring, and training tax teams, providing technical guidance, quality reviews, and professional development feedback to associates and senior associates.
• Strong project management background, including engagement budgeting, resource planning, and coordination with audit and advisory teams to meet deadlines and maintain compliance.
• Demonstrated leadership in client relationship management, serving as the primary contact for tax planning discussions, compliance updates, and strategic financial advisory.
• Bachelor of Science in Accounting and Finance (Cum Laude), providing a strong foundation in tax regulation, business valuation, and financial analysis.

Experienced Sr. Tax Manager | CPA | Domestic and International Experience

• CPA
• Tax Manager  – Managed end-to-end tax operations, including year-end filings, quarterly projections, tax adjustments, and compliance.
• Directed International and Domestic Tax Compliance – Reviewed financial statements and tax filings to ensure 100% compliance with U.S. and international tax regulations.
• Led Implementation of Tax Automation Software – Spearheaded a cross-office team to roll out software that significantly reduced filing times.
• Supported Tax Planning and Forecasting – Contributed to tax-related budgeting, projections, and journal entries as part of strategic planning and compliance efforts.
• Collaborated with Auditors and Advisors on Tax Filings – Coordinated efforts with external consultants to prepare compliance reports and tax documentation for audit readiness.
• Delivered Tax Compliance for M&A Deals – Conducted tax-focused due diligence on eight-figure deals and evaluated structures for tax efficiency.
• Master’s of Science and Bachelor’s Accounting

Tax Manager | CPA

• CPA with a Master’s in Taxation
• 15+ years of tax experience, combined between public accounting and industry.
• Leads tax compliance and quarterly projections for partnerships, corporations, and high-net-worth individuals.
• Expert in tax provisions – prepares and reviews corporate tax returns and provisions for a publicly held companies.
• Extensive tax expertise with C-Corps, partnerships, S-corps, trusts, high-net-worth individual, and gift tax returns.
• Certified Public Accountant (CPA – Colorado) and AICPA member.
• Proficient in CCH Axcess, GoSystem/OneSource, with strong Microsoft Office skills.
• Holds a Bachelor’s degree in Accounting

• CPA
• 10+ years of experience, all in public accounting
• Preparation and review of C-Corp, S-Corp, Partnership, Estate, Trust, and Gift tax returns
• Large, public company returns, and small company returns
• ASC 740
• Federal, state, and international compliance
• Tax research and planning
• Bachelor’s in Accounting
• Software: CCH, ProSystems, GoSystems 

• CPA
• 10+ years of experience, all in public accounting
• Preparation and review of C-Corp, S-Corp, Partnership, Estate, Trust, and Gift tax returns
• Large, public company returns, and small company returns
• ASC 740
• Federal, state, and international compliance
• Tax research and planning
• Bachelor’s in Accounting
• Software: CCH, ProSystems, GoSystems

• CPA
• Started at the Big 4
• Eight years of total experience:
  • Four years in public accounting
  • Four years of industry
• Provision
• Foreign and domestic tax planning
• Federal and state tax preparation
• Master’s in Accounting
• Bachelor’s in Accounting

• CPA
• Started at the Big 4
• 8 years of total experience
  • 4 years in public accounting
  • 4 years of industry
• Provision
• Foreign and domestic tax planning
• Federal and state tax preparation
• Master’s in Accounting
• Bachelor’s in Accounting

• CPA
• 8 years total experience
  • 4 years in Public Accounting
  • 4 years of Industry
• Provision
• Foreign and domestic tax planning
• Federal and state tax preparation
• Master’s in Accounting
• Bachelor’s in Accounting