Senior Tax Accountant with a proven track record in managing complex partnership taxation (Form 1065) and multi-tiered entity structures. Expert at navigating intricate multi-state compliance requirements and overseeing the full project lifecycle to ensure technical accuracy, risk mitigation, and the timely delivery of high-volume client engagements.
Overview
5
5
years of professional experience
Work History
Senior Tax Accountant
DOZ, LLC
Carmel, IN
01.2021 - 05.2026
Managed a comprehensive portfolio of 150+ partnership returns across 7 distinct client engagements, providing end-to-end oversight of the Low-Income Housing Tax Credit (LIHTC) lifecycle from initial investment through final disposition.
Directed technical review and preparation for diverse entity types, ensuring rigorous compliance with multi-state filing requirements and specialized tax credit regulations.
Spearheaded workflow coordination and resource scheduling, strategically timing deliverables to consistently meet all statutory deadlines and internal performance benchmarks.
Served as the secondary client lead for end-to-end project oversight, providing expert technical guidance on intricate partnership structures and tax credit compliance.
Pharmacy Technician
Ascension St. Vincent Anderson
Anderson, IN
01.2001 - 12.2020
Medication Preparation & Distribution: Accurately fill and label patient-specific medication orders and floor stock requests, utilizing automated dispensing cabinets (ADCs) to ensure timely delivery to nursing units across the facility.
Medication Preparation & Distribution: Accurately fill and label patient-specific medication orders and floor stock requests, utilizing automated dispensing cabinets (ADCs) to ensure timely delivery to nursing units across the facility.
Inventory & Procurement: Monitor medication stock levels and expiration dates, performing regular cycle counts and managing the replenishment of pharmaceuticals and supplies to prevent critical shortages.
Clinical Support & Documentation: Assist pharmacists with medication reconciliation, billing processes, and the maintenance of detailed logs for controlled substances to ensure full regulatory compliance and audit readiness.