CPA
Work Experience
National Accounting Firm – Texas (2011 – Present)
- Engage in planning techniques including gifting, trust creation (GRAT, CRAT, and IDGT), family limited partnerships, donor advised funds, and private foundations
- Supervise associate and senior associate accountants, oversee the preparation of and review federal and state income tax returns for high net worth individuals and businesses
- Prepare and review Forms 706, 709, 990-PF, 1040, 1041, 1065 and Schedule M-3, 1120, 1120S, and 5471
- ProSystem fx local champion, Tax Processes and Technology local champion, and training lead
- Analyze and improve preparation techniques to increase efficiency
- Provide training for new hires, develop training manual, and engage in recruiting efforts
- Demonstrate competency in technical skills, work quality, and application of professional and firm standards
- Assess procedures and assist in paperless migration
Top Regional Accounting Firm – Texas (2007 – 2011)
- Review and prepare Forms 1120, 1120S, 1065 and Schedule M-3, 1040, 1041, Form 3115 Change of Accounting Method, Section 481(a) Adjustments, and Section 263(a) Calculations, consolidated business returns, payroll tax reports, compiled financial statements, cash flow analysis, notes payable, amortization schedules, and the reconciliation of inventories
- Assist with the preparation of FAS 109 Accounting for Income Taxes
- Manage and direct accounting functions for a growing public accounting firm
- Implement paperless procedures for preparation and review of tax returns
Software
RIA Checkpoint, CCH Engagement, CCH ProSystem fx Tax, CCH Fixed Assets, CCH IntelliConnect, GoSystem RS, GoFileRoom, FirmFlow, EstateVal, Number Cruncher, BNA Tax Planner, Excel, Peachtree, QuickBooks, and MS Office