Summary
Overview
Work History
Education
Skills
Timeline
Intern

Laura Koenig

CPA Senior Tax Manager
Puyallup,WA

Summary

Team Leader experienced in directing activities in Public Accounting setting. Talented at developing strategies, setting goals and training employees. Confident and decisive when communicating goals and vision to succeed. First-class problem solver who thrives on tax planning and compliance.

Overview

22
22
years of professional experience

Work History

Sign and Review Federal & State Income Taxes

Shannon & Associates, LLP
Kent, WA
01.2011 - Current
  • Manage all aspects of planning, compliance and client management for federal and state corporate, s corporation, partnership, individual, estate and trust tax returns.
  • Strategic planning related to mergers and acquisitions, tax planning, tax credits, business structure and optimization.
  • Estate and inheritance planning, and compliance. Consulting on minimizing estate taxes and maximizing control by owners.
  • Evaluated staff performance and provided coaching to address inefficiencies. Assist with all technical aspects of staff development and mentoring.
  • Optimized customer experience by delivering superior services. Meticulous and attentive personal attention to clients.
  • Enhanced production of all tax compliance to exceed goals.
  • Developed effective software selection, usage and related procedures, documentation, and best practices to improve tax department performance and quality standards, while minimizing risks.
  • Conducted research in all aspects of tax compliance present options and conclusions.
  • Workload and due date monitoring, performance and problem solving.
  • Lead technical aspects of tax department such as, training, in house and outside CPE, newsletter, blog,and champion of new fast moving tax law changes and regulations such as Employee Retention Credit, PPP loans and forgiveness and related interplay.


Tax Senior Manager

Patrick Rhodes & Associates, PLLC
Federal Way, WA
01.2001 - 12.2010

Education

Bachelor of Arts - Accounting

University of Washington
Seattle
05.2001 -

Skills

Analytical and Critical Thinking

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Timeline

Sign and Review Federal & State Income Taxes

Shannon & Associates, LLP
01.2011 - Current

Bachelor of Arts - Accounting

University of Washington
05.2001 -

Tax Senior Manager

Patrick Rhodes & Associates, PLLC
01.2001 - 12.2010
Laura KoenigCPA Senior Tax Manager