Senior Tax Accountant | EA Certified | Comprehensive Experience in Multi-State, Federal, Estate & Gift Tax Returns

• Experienced Tax Professional: Enrolled Agent with extensive experience in tax preparation, compliance, and advisory across a wide range of entity types.
• Comprehensive Tax Preparation: Prepares and reviews individual, corporate (C & S), partnership, fiduciary, estate, and gift tax returns, ensuring accuracy and compliance with federal and state regulations.
• Tax Review & Supervision: Manages and reviews the work of multiple tax associates, providing technical guidance, review of workpapers, and quality control of returns.
• Tax Planning & Advisory: Advises clients on year-end planning, deductions, credits, and tax savings strategies to minimize liabilities and maximize compliance.
• Multi-State Tax Expertise: Specialized in preparing and reviewing multi-state tax returns  with complex filing requirements.
• Audit & Compliance Support: Represents clients before tax authorities, assists with audit defense, and prepares back-year returns for compliance restoration.
• Client Relationship Management: Serves as a primary point of contact for tax clients, handling communications, document requests, and advisory follow-ups.
• Technology Proficiency: Experienced in UltraTax CS, ProSystems fx, and TaxWise.
• Leadership & Mentorship: Provides coaching and oversight for junior tax staff, ensuring consistent application of tax law and best practices.
• Education & Certification: Holds a Bachelor of Science in Accounting and is a licensed Enrolled Agent (E.A.) with active authorization to represent clients before the IRS.

Seasoned Tax Professional | CPA | Corporate, Public, and International Experience

• Over 15 years of tax experience spanning compliance, provision, consulting, and advisory roles.
• Certified Public Accountant (CPA), with a tax foundation from the Big 4
• Extensive tax experience preparing and reviewing federal, state, local, and international returns across diverse entity structures (C Corps, S Corps, partnerships, trusts, and non-profits).
• Skilled in ASC 740 tax provision calculations and supporting financial audit workpapers to ensure accurate reporting and compliance with GAAP and IFRS.
• Strong background in managing consolidated reporting, extensions, quarterly estimates, and tax return filings for complex entity groups.
• Experienced in drafting technical memoranda to support tax positions and advising leadership on tax-related matters.
• Proficient in leading tax technology and process improvements, leveraging ERP systems and multiple tax preparation software platforms to drive efficiency and accuracy.
• Proven ability to handle tax audits and examinations, including IRS, state, and international correspondence.
• Background includes supervising and mentoring tax staff, delegating and reviewing tax return work.
• Holds both a Bachelor’s and Master’s degree in Business Administration, with a concentration in Accounting and a specialization in Taxation.

CPA Tax Senior | 10+ years | ASC 740, Federal and State

• CPA with over 10 years of experience in federal and state income tax compliance for corporations, partnerships, and individuals.
• Strong knowledge and application of ASC 740 for quarterly and annual tax provision calculations.
• Extensive background preparing consolidated corporate tax returns involving hundreds of legal entities.
• Adept at researching tax law to support accurate filing and minimize risk across jurisdictions.
• Experience reviewing tax returns across entity types: C-Corps, S-Corps, partnerships, and individuals.
• Skilled in preparing and analyzing partnership returns, including complex Section 704(c) allocations.
• Demonstrated ability to manage deadlines and volume under peak filing timelines in both public accounting and industry settings.

Tax Senior | CPA | Big 4

• Currently a Tax Senior handling ASC 740/SSAP 101 provisions, deferred taxes, and disclosure footnotes
• Prior experience – focused on corporate, partnership, and individual tax returns, with supervisory responsibility
• Strong grasp of quarterly federal and state estimated payments, tax return prep/review, and audit support
• Background includes financial statement analysis, provision modeling, and tax research
• Experienced with IFRS, GAAP, and Statutory financial statements and provision impacts
• Known for clear communication and client management skills, with a disciplined, detail-oriented mindset

• CPA
• Five years of total experience, all in public accounting
• Foundation of work ethic and leadership from military service, prior to becoming a tax accountant in the civilian world
• Domestic and international tax
• C-Corp, S-Corp, Partnership, Individual, and Trust
• Federal, state, and local tax
• Tax research
• Bachelor’s in Accounting
• Software: GoSystems and Bloomberg Tax Research

• CPA
• Federal and State tax returns
• Partnership, Corp, Individual and S-Corp returns
• Master’s in Tax
• Bachelor’s in Business

• A blend of public accounting and industry experience
• Federal, state, and local compliance
• Estimates
• Tax research
• ASC 740 Provision
• Preparation of partnership, corporate and individual returns
• Bachelor’s in Accounting
• Software: BNA, RIA, OneSource, CorpTax, ProSystems

• CPA
• Started at the Big 4
• 5+ years of experience, split between public accounting and industry
• Master’s in Tax
• Bachelor’s in Accounting