Holden Lyons

- Support the preparation and review of Federal tax returns—including Forms 1065, 1120A, 5500, and 990—for two primary business entities

- Support the preparation and review of a variety of state compliance projects, including estimated tax payments and state return filings

- Leverage Excel expertise to redesign and update legacy company workpapers, driving improved efficiency across processes

- Manage complex workpapers to calculate percentage and cost depletion on a quarterly basis, aligning with company budgeting and forecasting efforts

- Collaborate with the VP of Tax in overseeing a small income tax team, and contribute to the development of the junior staff member

- Prepared complex tax returns and reviewed simpler tax returns for a diverse range of business structures and industries

- Acted as the primary reviewer and manager on various projects, overseeing client interactions while reporting directly to the partner

- Contributed significantly to the Oil and Gas team, taking on both preparer and reviewer roles, accounting for approximately 50% of my workload

- Balanced responsibilities between preparing and reviewing tax returns, dedicating equal time to both functions throughout the tax season

- Provided Federal and state tax compliance services for a diverse portfolio of corporations, partnerships, individuals, and trusts across multiple industries

- Contributed to the planning and billing phases of client engagements, and helped manage local projects by coordinating with the firm's overseas teams

- Assisted in the tax provision process for both international private companies and smaller local businesses

- Engaged with state and local tax authorities to address various tax-related issues