Results-driven Tax Partner specializing in tax compliance and strategy development. Proven track record in optimizing client financial positions and mentoring junior staff to enhance team performance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Partner
EHTC
Grand Rapids
01.2020 - 11.2025
Led tax compliance projects for diverse clients across various industries.
Developed tax strategies to optimize client financial positions and minimize liabilities.
Reviewed and analyzed complex tax returns ensuring accuracy and compliance.
Mentored junior staff on tax regulations and best practices in preparation processes.
Utilized advanced tax software to streamline filing processes and improve efficiency.
Coordinated activities with outside advisors, including attorneys, accountants, and actuaries as needed.
Analyzed financial data to identify potential tax savings opportunities for individuals and businesses.
Tax Director
EHTC
Grand Rapids
01.2019 - 01.2020
Led tax compliance projects for corporate clients across various sectors.
Developed and implemented tax strategies to optimize client tax positions.
Analyzed changes in tax legislation to advise clients on implications and actions.
Directed preparation and filing of tax returns for multiple entities, including corporations, partnerships, trusts, estates, individuals and exempt organizations.
Prepared quarterly estimates for federal and state income taxes in accordance with Generally Accepted Accounting Principles.
Assisted in the development of long-term strategies for minimizing future taxes due under changing legal requirements.
Attended professional conferences and seminars to stay abreast of developments in taxation law.
Identified areas where process improvements can be made within the Tax Department.