Detailed-oriented Certified Public Accountant with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seeking to work with other intellectually curious public accountants
Overview
12
12
years of professional experience
1
1
Certification
Work History
Tax Manager
Grant Thornton LLP
03.2020 - Current
Consulted on partnership transactions including, but not limited, to exiting a partnership, transfers of ownership, grants of profits interest, liquidating and non-liquidating distributions.
Identified IRC Sec. 704(c) issues and analyzed the best 704(c) methodology for clients.
Prepared IRC Sec. 754 elections and calculated IRC Sec. 743(b) and 734(b) adjustments.
Calculated various hot asset gain implications in regards to IRC. Sec. 751(a) and 751(b).
Assisted attorneys with drafting income and loss allocation and nonrecourse deduction provisions for partnership clients.
Supervised and developed staff on engagements and assessed their performance for year-end performance reviews.
Tax Manager
PricewaterhouseCoopers
07.2014 - 02.2020
Prepared and reviewed Form 1065 Schedule K-1s for publicly traded partnerships.
Prepared and reviewed federal and state pass through tax returns in accordance with applicable tax laws.
Evaluated client's financial statements, fixed asset ledgers and other supporting documentation to determine appropriate tax treatment.
Reviewed clients' current tax processes to identify inefficiencies, providing enhancements to improve procedures and reduce tax exposure.
Researched and assisted clients with federal and state tax notices.
Staff Accountant Intern
Phelps, Horne, Sanderson & Associates, P.C.
01.2014 - 03.2014
Prepared tax returns and explained expected refund or income tax liability and due date for payment.
Verified billing accounts with accounts receivable ledger and checked for payment posting.
Reported financial data and updated financial records in ledgers and journals for various clients.
Tax Intern
PricewaterhouseCoopers
02.2012 - 04.2012
Organized and analyzed client tax documents to facilitate quick preparation of federal and state tax returns and extensions.
Prepared various tax forms and documentation associated with tax compliance.
Interviewed clients to obtain information such as taxable income, deductibles and expenses.
Used GoSystems to input and track tax information.
Education
Master of Science - Accounting
Texas Tech University
Lubbock, TX
12.2013
Bachelor of Science - Accounting
Texas Tech University
Lubbock, TX
12.2013
Accounting
Lone Star College System
Spring, TX
Skills
Certified Public Accountant 2015 to Present
Alteryx Designer Core Certified
GoSystems RS and Onesource Income Tax
Microsoft Suite
Certification
CPA - Certified Public Accountant, 2015 to Present
Tax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLCTax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLC