Signed, reviewed, and prepared tax returns for Corporations, S-Corporations, Partnerships, Individuals, Nonprofits, Gifts, and Trusts, ensuring accuracy and compliance with regulatory requirements
Managed and trained staff to further develop their federal and state income tax knowledge, technical skills, and ability to facilitate client relationships
Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices
Prepared detailed tax projections for clients, assisting them in making informed decisions to limit tax liabilities and manage cash flow
Developed and implemented tax strategies to optimize client outcomes and minimize liabilities
Tax Manager
PricewaterhouseCoopers
Houston, TX
11.2022 - 11.2025
Managed complex client engagements for organizations with gross revenues spanning from $100,000 (separate entities) to $93 billion (unitary groups), delivering tailored tax solutions across diverse sectors including manufacturing, energy, financial services, private equity, real estate, and construction
Mentored and trained staff to expand the team's capabilities and cultivate a more efficient and collaborative environment
Represented clients in tax controversies to minimize tax liability and ensure compliance
Researched evolving legislation and incorporate impact into tax models and calculations
Developed models to evaluate tax implications of business transactions and organizational structuring to strategize with clients and optimize tax efficiency and outcomes
Reviewed corporate and partnership state tax returns, extensions, and estimated payment forms and calculations and present finalized deliverables to clients
Reviewed tax provision calculations and documentation to comply with ASC 740
Analyzed tax laws and client activities for tax planning purposes and to develop filing and reporting positions on state nexus, apportionment, modifications, and other tax matters
Senior Tax Associate
BKD CPAs & Advisors
Houston, TX
09.2020 - 11.2022
Reviewed and prepared corporate, partnership, and individual tax returns to maintain client compliance with tax regulations for taxpayers with gross revenues ranging from $50,000 to $800 million operating primarily in the real estate, construction and development, financial services, agriculture, manufacturing, retail, and professional services industries
Managed projects through communicating with clients, training staff, researching uncertain tax positions, and corresponding with taxing agencies
Performed consulting services for individuals and businesses relating to projection of income and estimated tax liability, tax implications of sales transactions, impact from changes in tax code, and other taxation and accounting topics
Honors Intern
Federal Bureau of Investigation
Houston, TX
06.2019 - 12.2019
Recorded and analyzed financial activity and records to assist forensic accountant
Examined and organized large quantities of mixed financial and non-financial data to aid in active investigations
First Year Staff Accountant
Scruggs Ridge & Company, CPAs
Little Rock, AR
01.2018 - 12.2018
Prepared partnership and corporate tax returns for small to midsized businesses operating in the agriculture, professional services, construction, retail, and manufacturing industries, as well as individual and trust tax returns
Corresponded with government agencies to mitigate tax compliance issues
Prepared financial statement reviews and compilations