Directed and reviewed complex partnership tax engagements for upstream and midstream energy clients, overseeing preparation by associates and seniors and ensuring technical accuracy, consistency, and on-time delivery across all filings.
Served as final technical reviewer prior to partner sign-off, resolving advanced issues related to K-1s, partner and special allocations, fixed asset activity, book-tax differences, and supporting schedules.
Senior Tax Associate
Weaver and Tidwell LLP
08.2023 - 08.2025
Served as in-charge on 500+ tax workflows, primarily multi-state partnership returns for upstream and midstream energy clients, including complex multi-entity and tiered structures.
Prepared and reviewed federal and state filings across Forms 1065, 1120, 1120-S, and 1040, managing the full engagement lifecycle from initial workpapers through filing.
Acted as primary point of contact for multiple engagements, coordinating with firm leadership and client personnel to resolve open items and technical questions.