Reviewed federal and state tax returns, extensions, and quarterly estimates for HNW and UHNW individuals
Managed, directed, and monitored multiple client engagement teams to maintain active communication and manage client expectations for enhanced satisfaction
Led and supervised a group of tax professionals
Conducted in-depth research on tax issues, delivering optimal solutions and recommendations to clients
Successfully resolved notices and assessments by managing protests, appeals, and payments with taxing authorities.
Tax Manager
CohnReznick LLP
01.2022 - 07.2023
Collaborated effectively with associates, senior associates, managers, and partners across various teams
Managed all aspects of client relationship
Reviewed individual and trust tax returns prepared by staff & seniors
Assisted teams in fulfilling international tax reporting obligations
Conducted training sessions on individual income tax returns for both experienced staff and new hires
Compliance – Respond and resolve IRS and state tax inquiries.
Senior Tax Associate
Ayco
07.2019 - 01.2022
Directed and reviewed 1040 & 1041 returns for HNW individuals
Prepared schedules to assist team members with complex tax needs and income tax returns
Member of the foreign reporting services team specializing in International Tax Compliance
Enhanced understanding of complex foreign tax issues by conducting critical reviews and research to identify appropriate tax reporting
Responded and resolved IRS and state tax inquiries.
Senior Tax Accountant
Visor
01.2017 - 07.2019
Prepared and reviewed 1040 returns for domestic and international clients, and non-resident aliens
Analyzed an array of client's tax and financial items and suggest tax saving strategies
Experienced in various types of equity compensation, including ISO, NSO, RSU, and QSBS
Ran various valuation models for cryptocurrencies to minimize tax burden and optimize capital gains
Trained the staff on issues affecting individual income tax return and International Taxes.
General Manager
Liberty Tax
01.2014 - 12.2016
Involved in all aspects of business operations, including reviewing financial documents for tax preparation
Received recognition for resolving tax issues, conducting thorough research on tax-related inquiries, and creating organized schedules and summaries
Engaged in client interactions to respond to tax questions and seek clarification on information.