Senior tax professional with extensive experience in tax planning, compliance, and advisory services. Proven ability to collaborate effectively with teams and adapt to changing needs, ensuring reliable results. Strong skills in tax law interpretation, financial analysis, and risk management. Known for analytical thinking and results-driven approach.
Overview
18
18
years of professional experience
Work History
Senior Tax Expert
LegalZoom Tax
01.2025 - Current
Dental CPA
Aligned Tax and Accounting
01.2024 - 12.2024
Dental CPA
RealTime CPAs
01.2023 - 12.2023
Prepared corporate, partnership, and individual tax returns for dentists in Drake software
Heavy experience communicating directly with clients on a variety of tax-related matters
Prepared quarterly income tax projections
Prepared amended income tax and payroll filings to claim R&D and ERTC tax credits
Performed extensive tax research
Worked with clients on tax planning strategies
Senior Tax Accountant
Sanford, Baumeister, and Frazier, P.C.
01.2012 - 12.2013
Prepared and supervised preparation of corporate, partnership, individual, fiduciary, non-profit, and gift tax returns
Supervised maintenance of extensive fixed assets databases
Extensive knowledge and experience with hedge fund and oil & gas investments
Experience performing tax due diligence on potential acquisition targets
Extensive experience conducting tax research and preparing client memos to communicate findings
Taught training courses on using tax and accounting software to new hires and existing employees
Performed presentations on tax topics for office staff
Advanced MS Excel use, including developing templates for partner/shareholder basis and depletion calculations
High working knowledge of CCH Prosystems fx & AxcessTax software, CCH Fixed Assets & Engagement, Thomson Reuters GoSystem Tax, and Lacerte Tax
Working familiarity with Quickbooks Accounting and Wolfepak Oil & Gas Accounting
Corporate Accountant
Nationstar Mortgage
01.2011 - 12.2012
Senior Tax Accountant
Huselton, Morgan, and Maultsby, P.C.
01.2008 - 12.2011
Staff Accountant
CarterMannix & Co.
01.2007 - 12.2008
Education
Master of Science - Accounting and Information Management, Concentration in Taxation
University of Texas - Dallas
Richardson, TX
01.2008
Bachelor of Science - Finance and International Studies
Indiana University
Bloomington, IN
01.1998
Skills
Prepared corporate, partnership, and individual tax returns
Heavy experience communicating directly with clients
Prepared quarterly income tax projections
Prepared amended income tax and payroll filings
Performed extensive tax research
Worked with clients on tax planning strategies
Supervised preparation of various tax returns
Supervised maintenance of fixed assets databases
Knowledge of hedge fund and oil & gas investments
Tax due diligence on acquisition targets
Conducted tax research and prepared client memos
Taught training courses on tax and accounting software
Advanced MS Excel use
Knowledge of various tax software
Tax research
Tax software proficiency
Tax provision calculation
Tax advisory services
Tax process improvement
Tax law interpretation
Tax compliance expertise
Certification And Education
Certified Public Accountant, Florida, #AC59235
University of Texas - Dallas, Richardson, TX, Master of Science, Accounting and Information Management, Taxation, 05/08
Indiana University, Bloomington, IN, Bachelor of Science, Finance and International Studies, 05/98
Timeline
Senior Tax Expert
LegalZoom Tax
01.2025 - Current
Dental CPA
Aligned Tax and Accounting
01.2024 - 12.2024
Dental CPA
RealTime CPAs
01.2023 - 12.2023
Senior Tax Accountant
Sanford, Baumeister, and Frazier, P.C.
01.2012 - 12.2013
Corporate Accountant
Nationstar Mortgage
01.2011 - 12.2012
Senior Tax Accountant
Huselton, Morgan, and Maultsby, P.C.
01.2008 - 12.2011
Staff Accountant
CarterMannix & Co.
01.2007 - 12.2008
Bachelor of Science - Finance and International Studies
Indiana University
Master of Science - Accounting and Information Management, Concentration in Taxation