Summary
Overview
Work History
Education
Skills
Personal Accomplishments
References
Timeline
Generic

Patrick Reed-Lehman

Austin

Summary

Seasoned professional with many years' success in helping companies navigate income tax, financial reporting and remittance regulations. Expert in income and sales tax laws, corporate accounting, and organizational procedures affecting income and sales taxes. Accomplished in mitigating tax-related penalties through robust standards for records and documentation.

Overview

7
7
years of professional experience

Work History

Business Tax Consultant

Intuit
Austin
12.2023 - Current
  • Assisted clients in filing business and contractor taxes efficiently.
  • Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
  • Developed long-term tax planning strategies for clients.
  • Explained complex concepts in a clear and concise manner to clients.
  • Delivered consulting services to over 100 clients on various tax matters.
  • Provided expertise in balance sheets and advanced nonprofit accounting practices.
  • Advised clients on tax practices to ensure compliance and optimize financial outcomes.

Owner, Accountant

Metro Art club LLC
Austin
07.2022 - 04.2025
  • Founded and operated a rapidly growing arts and culture venue in downtown Austin.
  • Secured grants and recognition from City of Austin for contributions to local arts.
  • Managed finances and bookkeeping to ensure fiscal responsibility.
  • Staffed and supervised 12 employees to maintain operational efficiency.
  • Developed strategic plans to increase profitability and efficiency.
  • Managed daily operations of business, including hiring and training staff.
  • Oversaw budgeting and financial management.
  • Reviewed legal documents related to business operations.

Accounting Assistant II

AWS Amazon
Austin
05.2024 - 11.2024
  • Maintained shipping lines and payment orders for over 50 sites.
  • Researched discrepancies between invoices, purchase orders, packing slips.
  • Worked closely with auditors during year-end audits to provide necessary documentation.
  • Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.
  • Managed vendor relationships by ensuring timely payments and resolving disputes.
  • Provided expertise on Brazilian tax and shipping regulations.
  • Managed over 300 invoices related to shipping and storage of satellites and servers.

Account Administrator

ODP Business Solutions
Austin
07.2022 - 06.2023
  • Assisted inside sales representatives with project data management.
  • Assisted with the development of new accounting procedures and systems to improve efficiency.
  • Developed and maintained relationships with clients to ensure successful account management.
  • Monitored cash flow, budgeting, forecasting and variance analysis.
  • Managed projects for companies contracting services to ensure timely delivery.
  • Oversaw relationships with 80 national active clients, maintaining high satisfaction levels.

Chargeback Analyst & Tax Specialist

LEGALZOOM
Austin
05.2018 - 09.2022
  • Monitored Legalzoom and client accounts using QBO for accurate financial oversight.
  • Implemented new processes for managing disputes more efficiently.
  • Gathered evidence for dispute resolution, including transaction records, customer correspondence, and other relevant documents.
  • Coordinated with CPAs to assign tasks for state and federal tax filings.
  • Created tax estimates for clients, ensuring compliance and accuracy.
  • Managed office space and workloads for CPAs using AWS tools.
  • Utilized Karbon systems for time tracking of CPAs and client management.
  • Developed and maintained Excel sheets for chargeback and refund data analysis.
  • Led a new department by creating training documentation for tax team members.

Education

Associates - Accounting

Austin Community College
Austin, Tx
06.2025

Skills

  • Microsoft Office Suite
  • Tax planning
  • Financial reporting
  • Client relationship management
  • Attention to detail
  • Nonprofit taxation
  • Staff oversight
  • Regulatory compliance
  • Account auditing
  • Time management abilities
  • Adobe Creative Cloud
  • QuickBooks Online
  • Customer relationship management
  • Data analysis and entry
  • Technical support
  • Problem solving skills
  • Cloud computing (AWS)
  • Salesforce proficiency

Personal Accomplishments

  • Volunteer with local Harm Reduction groups such as Primrose to provide support for houseless individuals
  • Ran many donation drives for various health and LGBT organizations here in Austin raising over 1 to 2k in funding each drive
  • Booking music and art events throughout Austin for the past 10 years and have volunteered at many nonprofit art and music spaces
  • Working with the City of Austin to get grants and funding for many nonprofit ventures and art and music ventures

References

References available upon request.

Timeline

Accounting Assistant II

AWS Amazon
05.2024 - 11.2024

Business Tax Consultant

Intuit
12.2023 - Current

Owner, Accountant

Metro Art club LLC
07.2022 - 04.2025

Account Administrator

ODP Business Solutions
07.2022 - 06.2023

Chargeback Analyst & Tax Specialist

LEGALZOOM
05.2018 - 09.2022

Associates - Accounting

Austin Community College

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